OUR TEAM - Kelowna Investment Brokerage

OUR TEAM


With our diversified team we can offer all the qualifications and expertise you would expect from a boutique Insurance Firm. Our team is full of hard-working and dedicated professionals that are industry leaders in their fields. We are committed to being specialized, experienced and innovative.

Jason Netherton

Founder & Active Partner

As founder and active partner of Insure Wealth Group, Jason began his career in 1999 with Mutual Group and now brings almost two decades of deep experience in helping clients make their money work for them. Since founding Insure Wealth Group in 2009, Jason has directed its evolution from being a team of generalists, to building a family office with a specialized group of agents. Today, Jason continues to grow Insure Wealth across BC and Alberta, building relationships with clients who benefit from his tremendous experience in segregated funds and life, disability, and critical illness insurance planning. Over the years, he has shifted his core focus from retail planning to a specialization in wealth management for business owners and high net worth clients. Jason is a member of ADVOCIS (The Financial Advisors Association of Canada) and is currently working on his CLU designation.

jason@insurewealth.ca

250-869-8158

Lisa Jaffary

Health Trust Specialist & Advisor

Lisa has been helping individuals and business owners with their insurance planning since 1990. Lisa is a vital part to our team as she specializes in health trusts and helping local business owners through insurance planning. She works with the majority of accounting firms in Kelowna. Lisa co-writes the column ‘Dollars & Sense’ in the Kelowna Daily Courier. In addition to her local presence in the community, she is ranked nation-wide as top 3 in her field of health trust planning.

lisa@pointswest.ca

250-861-5166

Richard Orzol

Director of Business Development

Over 30 years of experience in professional sales and marketing management, combined with a Degree in Environmental Design and Architecture from East Carolina University. Interest in Financial Advising, Corporate Life Insurance Strategies. Health Trusts, Group Benefits, Group RRSP, Wealth Management, Building Financing and so much more... Offers his clients unmatched levels of professionalism, proven sales and marketing strategies, resourcefulness and unparalleled negotiation skills. His customer loyalty has developed into long term and lasting relationships.

rich@insurewealth.ca

778-484-9301

Sandra Kahle

Manager, Human Resources
and Contract Services

Sandra looks after the human resources, employee relations, and corporate contracts for Insure Wealth. She has a background in mediation, human resources, and business administration. She has spent the last 16 years as a paralegal and administrator for law firms in Vancouver and Vernon during which time she mediated over 200 BC Provincial Court cases. Her ideal holiday is chartering a sailboat overseas. In her spare time, she enjoys dancing, skiing, and spending time with her cavalier.

sandra@insurewealth.ca

250-869-8158

Teri Patry

Executive Assistant

As Executive Assistant, Teri keeps everything behind the scenes here at Insure Wealth running smoothly. With over 13 years experience in office management, she brings to the team a wealth of experience in administration and logistics control. When she’s not in the office Teri is spending time with her family; on the water in the summer and on the mountains in the winter.

admin@insurewealth.ca

250-980-3318

Anthony Haines

Advisor & Investment Specialist

Born and raised in Kelowna, Anthony graduated from Okanagan College earning his Bachelor of Business Administration with a speciality in Finance. Eager to start his career, he began working with Insure Wealth and successfully passed is LLQP licensing exam. Now a licensed advisor, Anthony assists Jason with client meetings and preparing retirement plans. His understanding of investment markets and desire to make a name for himself in the industry has set Anthony up for the success and drive to undertake clients’ dealings. Outside of the office, you can find Anthony enjoying the mountains and wilderness that the Okanagan has to offer.

anthony@insurewealth.ca

778-484-9052

Charlotte Cleland

Bookkeeping

Charlotte graduated at the top of her class from the Administrative Assistant program at Okanagan College. She has been with Insure Wealth since July 2018 where she has been assisting our firm with insurance and investment administration, office management, and bookkeeping. Charlotte is currently pursuing her Bachelor of Business Administration with a focus in Accounting at Okanagan College where she has made the Dean’s List consecutively for the past two years.

clients@insurewealth.ca

250-869-8158

Des Jenic

Advisor

Des has been a self-employed business owner for over 30 years. He has knowledge and experience working with insurance, financial planning, growth and development, franchising, leasing and real estate. His commitment to Insure Wealth is to aid in corporate and personal structuring and protection.

des@insurewealth.ca

250-770-0076

Sara Wilson

Accounting & Payroll

Sara graduated from Okanagan College in 2010 with her Bachelor of Business Administration Degree, majoring in Accounting. Since then she has worked in the Accounting/Bookkeeping industry for the past 7 years. Last year she opened her own company, Abaci Business & Tax Services, which covers personal tax, full cycle bookkeeping, and Notice to Reader Corporate tax files. She has been with Insure Wealth since the beginning, and has been working with Jason for the past 10 years. In her spare time she enjoys everything the Okanagan has to offer, from golfing, to wine tasting, to camping.

accounting@insurewealth.ca

250-801-2991

Kara Rosart

Advisor

Kara became a licensed Insurance Advisor in 2004 and Realtor in 2006. She has continued to pursue her career as a professional business woman with great passion, versatility, ingenuity, and complete honesty. Kara now works alongside Insure Wealth Group Inc. She believes that proper insurance and estate planning is vital in protecting yourself and your family. Kara is well known among friends and colleagues as someone who goes out of her way to help another; this is especially reflected in the way she works with her clients-- going the extra mile to make your dreams come true!

kara@karaandassociates.ca

250-863-1274

Outside Consultants

Gurpreet (Gary) Lidhar

CPA, CA
Principal, G. Lidhar CPA Inc. Chartered Professional Accountant

Gary Lidhar, CPA, CA is very experienced in providing tax and accounting services to a wide spectrum of small to medium size businesses in various industries. This includes professionals, manufacturing, construction, restaurant, retail, automotive and farming industry.
Gary obtained the Chartered Accountant designation in April 2010 and has also completed the CICA Tax In-Depth Course. With over 10 years in public practice, working at national accounting firms, Gary formed his own accounting firm in January 2018. Gary specializes in corporate restructuring, setting up holding companies, winding-up or amalgamation of companies, sorting out complex tax matters, advising on purchase or sale of business, estate planning and helping with CRA audits.
Gary is passionate about providing his clients with a professional and personable service. Gary understands and appreciates the value of time and strives to be easily accessible to his clients.

gary@lidharcpa.ca

778-478-2080

Mike Frame

Group Benefits Specialist & Advisor

Since 2007 Mike has worked solely as a group benefits specialist on the advisor side as well as with several prominent insurance companies in BC and AB and because of that unique experience he is well equipped to meet and exceed your needs. Mike has worked both directly and indirectly with hundreds of different groups over the past years. Mike likes to take the time to get to know his clients and truly cares about managing their plan to ensure a long-lasting and rewarding relationship.In addition to his significant industry experience, Mike has also taken the time to acquire a Group Benefits Associate designation from the International Foundation of Employee Benefit Plans and Dalhousie University. This is a specialty designation that focuses on health care and group benefits.Mike is unique as he holds required industry licenses for both Alberta and BC and works with Employers and their employees throughout both of these regions.

mframe@mountainviewbenefits.com

778-755-3301

Glen Herman

CPA, CMA & Board Advisor

Glen is a results focused tax accountant with business experience in public accounting, auditing, tax planning, strategic planning, and business development for domestic and international operations. Glen has a refreshing approach to client relations. He is committed to delivering clear communication to clients and is always willing to go the extra step to help educate clients along the way. His clients value the leadership role Glen plays and his ability to develop a big picture plan. Glen commutes from his Penticton office to support clients in Alberta and British Columbia. His public practice experience includes: accounting, tax work, and management consulting. He has corporate experience in financial analysis; activity based costing, financial modeling, growth strategies for the IT industry, project management and leadership for financial system implementations. Glen also has numerous years of tax experience with Canada Revenue Agency in senior audit, head office appeals, and as in-house instructor of tax courses. Glen is a family man and in his spare time he enjoys a healthy dose of culture, mountain biking and skiing. In 2014, Glen successfully completed his first, and possibly last, distance triathlon Challenge Penticton.

glen@okvcpas.com

250-492-2388

Maria Nathanail

Board Advisor & Lawyer

Maria practices primarily in the areas of corporate finance, capital markets and securities regulation, as well as business and corporate commercial law. Maria has represented both public and private clients in respect of mergers and acquisitions, equity (public and private) and debt securities financings, corporate reorganizations and corporate structuring with a particular interest in the exempt market. In addition, Maria has advised on corporate governance issues, disclosure matters and regulatory compliance. Maria’s practice is focused on advising start-up and junior private companies and mutual fund trusts through all stages of business including initial organization and formation. Maria is a member of the Securities Law and Business Law subsections of the Canadian Bar Association and is also on the Advisory Board for Child Rescue North America and participates in the Canadian Bar Association Mentor program. Maria is the Corporate Secretary of private and publicly traded companies.

mnathanail@mcleod-law.com

403-225-6417

Robert Bryshun

Lawyer

Robert Bryshun is a Kelowna lawyer and partner in the law firm Bryshun Mace Lawyers and practices mainly in the areas of business, corporate and commercial law and all aspects of residential and commercial real estate. Robert also works in succession planning through creation of Wills, Powers of Attorney and Representation Agreements (Advanced Health Care Directives). If you have been named as executor in a Will, Robert and his staff can also assist with probate and estate administration.Robert received his degrees in both Law and Bachelor of Arts (International Economics) from the University of Saskatchewan in 1997 and was called to the British Columbia Bar in 1998. Robert taught English in Japan for 6 years and has travelled extensively.

robert@bryshunmace.com

250-868-1127

Chris Geldert

CPA, CA, Tax & Estate Consultant

Chris received his Chartered Accounting designation in 2000 and completed the Canadian Institute of Chartered Accountants In-Depth Tax Course. He was a tax manager with a major accounting firm, specializing in tax planning for high-net worth individuals. In 2003 Chris joined the insurance world as a Tax & Estate Planning professional; first with Standard Life and later Transamerica Life Canada. In this role he specialized in assisting advisors develop and implement insurance related strategies specific to business owners and other high-net worth individuals. Chris became an independent insurance advisor in 2012 and is licensed from B.C. to Ontario. As an independent licensed advisor, Chris continues to develop and implement strategies to create, protect and transfer wealth for business owners and other high-net worth individuals. Chris provides the technical accounting background for our Insure Wealth Group Inc. clients.

chris.geldert@financialhorizons.com

403-620-8534

Your Financial Future's In Good Hands

Our goal at Insure Wealth is to help your insurance and investment needs to best fit you, your family, or your business.