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

Clayton Wilson

Business Development & Advisor

Clay is a self taught entrepreneur. After creating, developing and selling a multi-million dollar Canada-wide packaging and distribution company almost 30 years ago, Clay has spent his time helping other companies start and expand their businesses. He has recently joined Insure Wealth Group Inc., secured his insurance agent license, and is now assisting in new business development and acquisitions.

clay@insurewealth.ca

250-469-3323

Glen Herman

Board Advisor, CPA, CMA

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.

nathanail@burstall.com

403-513-2647

Chris Geldert

Business Development & Advisor

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

John van Limbeek

CFP,
Investment Advisor,
IPC Securities Services

John and his wife Becky have made Kamloops home since 1996 and now have 2 boys. John developed an interest in the Financial Services Industry when he was still involved in the Forest Industry. During that time John had already committed to the CFP Certified Financial Planner Education Program. John joined Abbott Wealth Management in 2007; in 2008 John earned his Branch Manager Certificate and in 2010 John completed the CFP Program. John is now a full partner of Abbott Wealth Management Inc. and is completely dedicated to his clients and the Abbott Wealth Management investment discipline. John’s passion within our company is to create, implement, and monitor financial and retirement plans.

john@abbottwealth.com

250-372-3736

D. Mark Bertoli

CPCA,
Investment Advisor,
IPC Securities Corporation

Mark’s home is Kamloops as he enjoys the people and the recreational activities of the area. Mark’s background is business and he owned and operated a number of successful businesses through the B.C. Interior. These businesses consist of operational companies and commercial real estate development firms. With this vast business experience, Mark brings a hands on approach to tax, as well as corporate and estate planning for his clients. Mark joined Abbott Wealth Management Inc. in 2003 as a full partner and has worked with his associates to bring Abbott Wealth Management to where it is today.

Mark.bertoli@ipcsecurities.com

250-372-3736

Sandy Vollo

FLMI, ACS, AIAA, CPCA
Advisor
IPC Investment Corporation

After the closure of Manulife Financial in Kamloops her career path changed and was fortunate to become a Team member of Abbott Wealth Management. Since that time she has worked to obtain her Mutual Fund Registration, Life & Accident & Sickness License, and her CPCA designation (Certified Professional Consultant on Aging). Sandy is currently a valued partner of Abbott Wealth Management Inc. She greatly values the relationships that she has formed with clients and enjoys working with them to achieve their financial planning goals.

sandy@abbottwealth.com

250-372-3736

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.