We’ve Expanded!
Posted In: Entrepreneurial Wealth Management

2020 has presented a number of unique challenges for all of us. It has provided an opportunity for us to evolve as a firm and improve upon the services we offer you.  We’ve expanded!

We expanded our provincial footprint of our firm by opening a new office in Victoria, BC.

Fone Thantasanee joined us our Director of Client Services.  Fone has excellent attention to detail, meticulous organizing skills and seven years of experience in the financial industry. She works with the advisory team to help our clients get their goals across the finish line, correct – the first time.

Mac, our previous Director of Client Services, has moved into an Advisor role to support the firm and our commitment to having two advisors working with every client.  Combining his personal experience as an immigrant entrepreneur and professional experience in the financial industry, Mac works with the Elementus to help our clients with personal retirement and investment planning.

Kumiko Unemo joined the firm for the Employee Benefits Manager role.  Her experience as a small business owner, previous group benefits advisor and mathematical aptitude equip Kumiko to negotiate for fair and sustainable rates. Design and implementation of plans are executed with precision as Kumiko has a passion for client care and service.

Kate Madden joined the firm with thirteen years of group benefits experience with two national insurance carriers.  Kate has designed, implemented and managed the benefits of some of Western Canada’s largest employers (5000+ employees).  Kate strategically works alongside Kumiko and Jeff to add value to our group clients.

One of our biggest moves of 2020 was transitioning our brokerage back office from (London Life) Freedom 55, where we enjoyed our 14-year relationship. Structuring for the future, we moved our insurance brokerage to Canada’s leading independent provider (IDC Worldsource).  With this move, we are able to offer you more comprehensive, independent unbiased advice when it comes to risk management.

On the investment side, we hear your feedback. In 2021, we will begin the process of moving your investments from Quadrus to Worldsource Financial Management and take advantage of their enhanced technology and lower fees. You will be able to manage your finance on the go with a mobile app along with traditional web access.  We are also exploring options to expand our product offerings with new lenders for leverage investment solutions, exchange-traded funds (ETFs), real estate investment trust (REIT), and hedge funds.

Wherever 2020 has taken you, we wish you a prosperous 2021, and we will be by your side to help you achieve your financial goals in 2021 and beyond.

Warmest Regards,

Jeff Devlin President

We’ve expanded!

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