Bruce A. Hollett & Associates is a full service independent brokerage firm.  We assist people with the Four Cornerstones of Financial Planning:  Completing Your Will, Reducing Your Taxes, Investing for Your Future, and Carrying Proper and Adequate Life Insurance.  As an affiliate of the Canadian Financial Security Program, we can offer advice in all areas of Financial Planning.

We also provide full Dental and Group Medical Benefits to small companies, home-based businesses and individuals.  Remember, we treat all business like it is big business.

Bruce A. Hollett & Associates has maintained an objective, planning based approach to help solve your financial needs since 1978.  We represent many financial institutions.  Our staff has the resources to survey the marketplace to determine those products that best serve the unique needs of each client.

MISSION STATEMENT: 

To simplify the financial information made available to our clients so they can make a decision best suited to their current situation and goals.


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Bruce A. Hollett & Associates is an independent insurance brokerage located in Kelowna, British Columbia which specializes in providing
full dental and group medical benefits to small companies, home based business, and individuals. We cover the Okanagan Valley which
includes the communities of Penticton, Summerland, Peachland, Kelowna and Vernon.