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.

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

Lisa Jaffary

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

250-869-8158

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

250-869-8158

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

Janice Sowden

Connor, Clark & Lunn

We have partnered with Janice Sowden from Connor, Clark & Lunn to provide our high net worth clients with actively management investments. Connor, Clark & Lunn Private Capital Ltd is an asset management firm responsible for the investment of over $72 billion in assets through its affiliated investment teams. By using an outcome-orientated approach, they provide personalized, tax-efficient portfolios to help clients reach their financial goals.

JSowden@cclgroup.com

604-891-2330

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.