Retirement Planning & Investment Advice
Kelowna's Financial Advisor You Can Trust
Serving Clients Across BC & Alberta | Mutual Funds through Carte Wealth Management & Insurance through Experior Financial Group
Senior Executive Ring Earners • 35+ years experience • Serving BC & Alberta
ABOUT PURNELL
Kevin Purnell — Senior Executive Director & Financial Advisor
(Kelowna, BC • Serving BC & AB)
Or Email: kpurnell@telus.net
About Kevin Purnell
Kevin Purnell is a Senior Executive Director with Experior Financial Group. Licensed since 1989, Kevin provides a broad range of financial solutions to help families and individuals grow and protect wealth. He offers mutual funds, RRSPs, RDSPs, RESPs, and investment accounts through Carte Wealth Management Inc., along with life, health, and comprehensive insurance solutions through Experior Financial Group Inc.
Kevin is committed to client-first advice — focusing on education, tailored strategies, and long-term results rather than one-size-fits-all products.
(250) 860-6067 | kpurnell@telus.net
Kevin explains his approach: give clients the facts, explain options, and let them decide — no pressure. (Highlights from Experior’s 10th Anniversary event.)
Achievements & Media
35+
Years Experience
BC & AB
Provinces Served
500+
Clients Served
25+
Carrier Partners
FEATURES
What Sets Us Apart
Client-First, Independent Brokerage
We broker products from leading carriers so the advice is objective and focused on what’s best for your family — not one single product.
Comprehensive Products & Solutions
Travel, mortgage, life, group, individual health & dental — tailored to your budget and long-term goals.
35+ Years’ Experience
Decades of hands-on experience in insurance, investments and retirement planning to help you make confident, practical decisions.
Advisor Mentorship & Business Ownership
We actively welcome, train, and mentor advisors — whether new to the industry or joining from another firm. With 35+ years of experience, we provide hands-on guidance and proven systems to help advisors thrive.
WE ARE EXPERTS IN
Areas of Service
Investments & Wealth Management
Mutual funds, RRSPs, RDSPs, and non-registered accounts (through Carte Wealth Management Inc.).
Retirement Planning & RRSPs
Clear, step-by-step plans to retire on time with confidence.
Personal Life Insurance
Term, whole life, and universal options to protect your family (via Experior Financial Group Inc.).
Disability, Critical Illness & Health
Income protection and health coverage tailored to individuals and families.
Business Insurance & Employee Benefits
Key-person, buy–sell, and custom group benefits to protect your company and team.
Individual Health & Dental
Practical coverage to help manage day-to-day healthcare costs.
Mortgage & Travel Insurance
Coverage for big moves and away-from-home protection (via Experior).
Advisor Mentorship & Careers
We welcome, train, and mentor advisors—both new and transitioning from other firms.
Contact Us Today
FAQs
Questions People Ask
What services does Kevin provide?
Kevin provides a full spectrum of insurance and investment solutions. This includes personal life insurance, group benefits, retirement & RRSP planning, individual health & dental, mortgages & travel insurance, plus mutual funds, RRSPs, RDSPs, RESPs, and investment accounts through Carte Wealth Management Inc.
How is an Experior broker different from a bank advisor?
As an Experior broker Kevin has access to many carriers and product lines. That means advice is broker-neutral — focused on the best fit for your needs rather than a single institution’s products — with an emphasis on education and long-term relationships.
Which provinces do you serve and how do meetings work?
Kevin is based in Kelowna, British Columbia and serves clients across British Columbia and Alberta. Meetings can be in-person (by appointment), by phone, or by video call depending on location and your preference.
Do you charge fees or do you work on commission?
Many insurance engagements are commission-based through the carriers; investment or planning engagements can include fee options depending on the service. Kevin will be transparent about costs and compensation before any agreement.
I’m an employer — do you provide group benefits?
Yes. Kevin helps small businesses design group benefit plans (life, disability, health) and finds competitive carrier options tailored to your workforce and budget.
Which carriers do you work with?
Kevin brokers products from many of Canada’s leading insurers and investment firms. For a current list of carrier partners and product availability by province, please contact Kevin — he can provide the most up-to-date list.
Can you help with retirement planning and RRSPs?
Yes — Kevin works with individuals to design tax-efficient retirement plans, RRSP strategies and income-generation options that match timelines and risk tolerance.
Do you offer workshops or community education?
Yes — Kevin runs financial education sessions and workshops for community groups and clients. If you’d like a workshop for your organization, contact Kevin to discuss topics and scheduling.
I’m a licensed advisor — how do I learn about joining Experior?
Kevin mentors new and experienced advisors and can explain Experior’s model of broker ownership, training and overrides. To start a confidential conversation, contact Kevin directly: kpurnell@telus.net or call (250) 860-6067. He’ll walk you through the opportunity and answer any questions.
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