I deliver personalized financial solutions to empower clients (Individuals and Small Businesses) toward lasting security.
Specializing in investments, life insurance, critical illness, travel insurance, and living benefits,
I craft strategies for retirement planning, tax optimization, and wealth management.
My approach prioritizes your unique goals, offering clear guidance to navigate complex financial landscapes.
Whether you’re a family planning for the future or an individual building wealth, I provide tailored advice
with integrity and expertise.
With a commitment to education and trust, I help you achieve financial confidence and peace of mind.
Let’s create a roadmap to your dreams today!
The Co-operators Group Limited is a Canadian co-operative with more than $48 billion in assets under administration. Through its group of companies it offers home, auto, life, group, travel, commercial and farm insurance, as well as investment products. The organization protects over 629,000 lives, 800,000 homes, 1.3 million vehicles, 39,000 farms and 197,000 businesses. It insures 175, 000 employees through Group Benefits plans, offers a wide range of Wealth Management products and provides Credit Lfe insurance to 617,000 Canadians.
The Co-operators is well known for its community involvement. As a co-operative insurer, the organization believes it has a responsibility to help build stronger, safer communities by actively supporting distraction-free driving, mental health, flood safety and sustainability.
The Co-operators is listed among the Best Employers in Canada by Aon Hewitt and Corporate Knights' Best 50 Corporate Citizens in Canada.
Provides a comprehensive service in the areas of: Auto insurance / Home owner's / Condo and Tenant's Insurance / Boat and RV Insurance / commercial and Property Insurance / Liability Insurance / Business and Office Packages, including Home-Based Business / Special Events Insurance (weddings, group functions, parties) / Travel and medical Insurgence + Visitor's to Canada Medical Coverage / Comprehensive Financial, Retirement, Estate Planning / Life and Mortgage Insurance / RRSP's, RESP's and Mutual Funds
Established in 1973, the Johnston Meier Insurance Agencies Group operates 41 offices throughout the entire Lower Mainland of British Columbia as well as the Cariboo and Okanagan. With office locations from Williams Lake, Golden and Penticton to Vancouver, we currently handle the insurance needs of over 250,000 customers. As one of the major brokerage operations in British Columbia, we represent a host of leading Canadian and International Insurers. Our staff of professionals are able to offer a wide spectrum of insurance services. We specialize in Commercial and Personal Lines insurance as well as Auto, Life, Disability and Group programs. Johnston Meier has become, for many, the company that handles all aspects of their insurance needs.
InsureBC (Westview) Insurance Services in Nort Vancouver is part of the InsureBC Group; one of the largest insurance groups in British Columbia with over 80 locations across the province. Our knowledgeable, friendly and professional staff can customize an insurance policy to fit your needs, whether personal or business related, including ICBC Autoplan.
The award winning R Knowles & Associates' Financial and Estate Planning, Wealth and Risk Management has served the north shore for over 25 years and is affiliated with the nationally accredited and independent financial advisory firm, Customplan Financial Advisors Inc. (a.k.a. Equinox Financial Group Inc.). A fully licensed and registered firm through both the BC Securities Commission and the Insurance Council of BC, since 1990, we have provided the choice between fee-for-service or commission based options or a combination of both services. Written reports with results expectations to establish a new portfolio or for second opinions (e.g. investments or tax analysis) to special issues (e.g. insurance review and analysis for personal or company needs with current national insurance rate comparison). Summary statement reporting.
Free initial consultation with recommendations.
Yaletown Insurance Services is part of the InsureBC Group; one of the largest insurance groups in British Columbia with over 80 locations across the province. Our knowledgeable, friendly and professional staff can customize an insurance policy to fit your needs, whether personal or business related, including ICBC Autoplan.
Greenwood General Insurance Agency Inc. is privately owned independent insurance agency specialize in insuring Jewellers; Fine Art Dealers; Museums; Pawnbrokers; Cheque Cashers. Greenwood General Insurance Agency Inc. is a Cover Holder for Certain Underwriters at Lloyd's of London; we also represent other respected insurance companies. We have been with Greenwood General Insurance for many years and are completely satisfied with their products and services.