Where Wealth & Security Meet​
Keystone is defined as the wedge-shaped stone at the topmost point of an arch which holds the
whole structure in place; something essential on which other connected things depend on.
Guaranteed Investment Certificates (GICs) are offered through multiple carriers.
Tax Free Savings Accounts
Registered Retirement Savings Plans
Registered Retirement Income Funds
Registered Educations Savings Plans
Registered Disability Savings Plans
Pension & Retirement Planning
Tax Planning & Strategies
INSURANCE PRODUCTS & SUCCESSION PLANNING
PRODUCTS & SERVICES
WEALTH ACCUMULATION
Life Insurance
Disability Insurance
Critical Illness Insurance
Long term Care Insurance
Individual Health Insurance
Segregated Funds
Annuities
Estate Planning
Insurance products are provided through multiple insurance carriers
EXPECTATIONS
Honesty & Integrity
Timely Communication and Service
Advice for Real Life
Goal Setting
Design Portfolios
Track and Review Progress
YOUR ADVISOR
Sylvia Sasyniuk
​
Financial Advisor/ Life & Health Insurance Advisor
I am an individual professional financial advisor with Keystone Portfolio Management Services Inc.
I am a long time proud supporter and member of Advocis, The Financial Advisors Association of Canada.
With over 30 years of experience in the financial service industry, I take pride in being extremely knowledgeable in all aspects of Investment, Retirement, Estate and Tax Planning. I possess the necessary education, skills, products and services to meet all types of financial needs and strategies you may have.
I pay close attention to details and I can honestly say that I am a person who truly cares about the needs of my clients, protecting their hard earned money and providing you with dependable sound advice and superior customer service on a regular basis. I have a strong belief that each client is unique and has individual needs; therefore, all recommendations are clearly explained and based on your own personal circumstances.
I am committed to you and helping you manage and achieve your financial goals. My open door policy, when it comes to communication, ensures that our relationship is built on mutual respect.
Advantages of working with a professional advisor and a network of professionals
-
You Accumulate More Wealth
-
You Save More for Retirement
-
You Lower Portfolios Overall Volatility
-
You Potentially Increase Returns
-
You Minimize Tax Liabilities
-
You Protect Your Estate & Beneficiaries
CONTACT
Phone
Phone 778 476 3110 Fax 236 422 0803
Hours
Open
Monday - Thursday
9:30 AM - 4:00 PM
Closed
Friday - Sunday
​
Address
2004 Main Street
Penticton
British Columbia
V2A 5H4
If you wish to schedule an appointment or have any questions please feel free to submit your request below and we will be in touch with you shortly.
Very Important Notice
For security reasons please contact us by phone when sharing any personal or confidential information.
Emails are not considered a secure means of transmitting information.
LEGAL DISCLAIMER
Sylvia Sasyniuk is one of Penticton's top Financial Advisor & Estate Planners
​
Segregated fund products are offered through multiple carriers. Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.
Guaranteed Investment Certificates (GICs) are offered through various carriers.