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.

Kara Rosart


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!



Lisa Jaffary


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.



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.



Des Jenic


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.




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.