Chuck Watkinson – Advisor

I have been helping my clients with Insurance and Investment Solutions since 1978.

With over 27 years of experience as an Insurance Advisor I have access to most of the Canadian Insurance companies. This allows me to find the best company and product for my client’s particular needs.

I am a strong believer in the “Buy Term and Invest the Difference” philosophy and can point out how beneficial this philosophy can be with both short term and long term insurance.

It isn’t always best to buy based on PRICE alone, and if you do so, you should add something for the risk you take. Always consider the COST over the time you want the coverage to last.

Jeff Haggerty – Advisor

I have been an insurance and financial advisor since 1997 and in that time have helped many clients gain a better understanding of what it is they require for their retirement and estate planning needs. I can help you with everything from how much life insurance is enough for your family, to answering your questions about what type of income replacement coverage is the most appropriate for your individual needs.

I have my Mutual Funds Licence which gives me access to a both The Segregated and Mutual Fund companies across Canada allowing more investment options for my clients.

I provide Travel Insurance for short and long term stays abroad, Medical coverage for the individual or for an entire company, and Leveraging Programs for people who want to borrow to invest and gain access to “dormant” money, while enjoying tax relief at the same time.

For a no obligation review and quote on the type of coverage you are looking for, and for personal and unbiased advice on a financial plan tailored to our own set of criteria, why not call Jeff? After all, the worst thing that could happen is you might save some money.

Cindy Campbell, ACS – Client Services, Lower Mainland

I worked 14 years for a Major Insurance Company before moving to Kelowna in 2001 to become part of the WE Life Division Team. My expertise in the client services and underwriting areas allows me to answer any questions you may have regarding your policies with us.

As Chuck and Jeff’s personal assistant, I am the person you can contact to help you with any changes or questions you may have on your current life or investment policies.

As an advisor, I provide personalized financial advice to help you develop a personal financial plan. I will assess your individual goals and suggest solutions and products that will enable you to reach those goals.