Available to assist in any area of business.

Marketing and co-op inquiries, including support from both LifePlan Financial Group and supplier companies.

Assist Associates in creating a Marketing plan and help them to both implement and track their success.

Compensation inquiries on large cases.

Please contact at Ext. 229

Portfolio Strategies Corporation Senior Branch Manager & Business Development.

Marketing support on Life, Segregated Funds, Mutual Funds & Exempt Market Investments.

Advanced case consultation and preparation.

Product and conceptual training and support for both insurance and insurance related investments.

Insurance Strategies and Concepts support.

Please contact at Ext. 0

 Book a Meeting with Bryan

After graduating from the University of Victoria with a Bachelor of Economics, Chris began to pursue his passion of helping others through Financial Planning. Chris believes in being prepared for whatever obstacles may come along, and his commitment to his work and his clients demonstrates his confidence in the true benefits of proper planning. Chris is dedicated to doing the very best for his clients and will work hard to find the right solution that will suit you and your family’s needs.

Knowledge in Corporate insurance, Employee Benefits, Life Insurance, Investments and Mutual Funds.

Please contact at Ext. 0

Office Manager

Contracting and Commissions

Business development

Privacy and Compliance Officer – Life Business

Please contact at Ext. 250

Book a Meeting with Liana

Processing and underwriting of all insurance applications.

Ordering and carrying out of underwriting requirements.

Provide underwriting expertise on large and difficult cases and educate new associates on the underwriting process.

Ensure prompt negotiations and placement of cases

Preliminary Inquiries and tentative assessments.

Provide Associates with product information and competitive rates.

All life insurance marketing material orders.

Please contact at Ext. 235

Book a Meeting with Brandi

Office Administrator & Policy Service Administration.

Client Hospitality.

CE Credit coordinator.

In force Policy Claims (i.e. Death, Disability & CI Claims).

In force Policy Service (i.e. Statements, Beneficiary, PAC, Loans, Ownership, Assignment, Address change).

Policy changes that require underwriting approval (increases / decreases / Smoker - Non-smoker).

Please contact at Ext. 221

Book a Meeting with Caitlin

Assist with processing & Data Entry

Assist Director of Business Development in Marketing and Advertising

Reporting to Risk Manager and Investment Manager

Assist Contracting Department (Apexa)

Please contact at Ext. 222