Insurance near Coldstream BC (191 Result(s))

I’m proud to be a compassionate, empathetic financial services account executive on Western Financial Group’s life insurance team. I have 10 years of experience in investing and more than six years’ experience in insurance. I am based in Vernon, B.C. Customer care is my top priority. I’m always looking forward to meeting new clients and referrals. I’m also licensed to serve you in Alberta and Ontario. I am a certified financial planner and I have the Life License Qualification Program (LLQP) designation. Products and Services My mission is to help individuals, families and businesses achieve their financial goals and protect their assets. By utilizing Western Financial as a comprehensive brokerage, I am dedicated to providing personalized and expert advice to help my clients make informed decisions and reach their financial objectives. My goal is to establish long-lasting relationships based on trust and integrity, and to be a trusted resource for all of my clients' financial needs. About me I’m based in the Northern Okanagan and I am a family centric, outdoor loving individual. If I’m not skiing, biking, or spending time with my family, I’m talking finance.

I have been in the life insurance industry for 12 years, four of which were in the Philippines. I speak fluent Filipino and English and I am happy to serve customers in either language. After moving to Canada, I restarted my life insurance career in employee benefits and gained my Retirement Planning Associate designation before finding my true passion in offering life insurance and financial services solutions for individuals and businesses in 2019. I’m proud to be a compassionate, empathetic financial services account executive on Western Financial Group’s life insurance team. Customer care is my top priority. I’m always looking forward to meeting new clients and referrals. If you are looking for life insurance in Kelowna or in surrounding areas of British Columbia, reach out to me. I’m also licensed to advise customers in Alberta, Saskatchewan, Manitoba, and Ontario. Products and services Ask me about Life Insurance, Critical Illness, Disability (Income Protection), Group Benefits and retirement products. What you should know about disability insurance and how it can protect your income Did you know that musculoskeletal disease, cardiovascular disease, cancer, and mental illness are 6 times more likely to result in disabilities than accidents? With disability insurance, you’ll have the peace of mind in knowing that your pay cheque will not be affected. Unable to work? Your disability insurance policy covers a percentage of your salary. You’ll be paid monthly for a set period of time or until you reach a certain age. About me When I’m not serving my clients, I enjoy golfing with my husband, being outdoors with friends, gardening, and going to the beach.

At Western Financial Group - Kelowna Insurance Broker, we’ve been helping Canadians protect what matters most for over 100 years. As Canada's Insurance Broker, we offer personalized coverage for Home Insurance, Car Insurance, Business Insurance, Farm Insurance, Life Insurance, and more. We compare rates from top insurers across Canada to find the best insurance coverage that fits your needs and budget. With over 1 million customers served nationwide, we’re a trusted insurance broker in the West Kelowna area, serving our West Kelowna community with straightforward advice, competitive pricing, and reliable service every step of the way.

At Western Financial Group - Kelowna Insurance Broker, we’ve been helping Canadians protect what matters most for over 100 years. As Canada's Insurance Broker, we offer personalized coverage for Home Insurance, Car Insurance, Business Insurance, Farm Insurance, Life Insurance, and more. We compare rates from top insurers across Canada to find the best insurance coverage that fits your needs and budget. With over 1 million customers served nationwide, we’re a trusted insurance broker in the Kelowna area, serving our Kelowna community with straightforward advice, competitive pricing, and reliable service every step of the way.