Jason Netherton - Kelowna Investment Brokerage

Jason Netherton

Jason Netherton

Chief Executive Officer, CLU
Founder & Active Partner

As founder and active partner of Insure Wealth Group, Jason began his career in 1999 with Mutual Group and now brings over 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 recently acquired his CLU designation.

CLU designation holders are regarded as elite professional financial advisors who raise the bar in developing effective solutions for individuals, business owners, and professionals in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer.

The Institute is the leading designation body in Canada for financial services practitioners in the specialty areas of Advanced Estate and Wealth Transfer, and Living Benefits.

jason@insurewealth.ca

236-420-5110