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.

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

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

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.