EXPERT TEAM ONE

Carol is a native of Victoria and a Victoria High Graduate. Her life has been filled with many challenges and satisfying accomplishments and she has been blessed with a wonderful family and many great friends. Carol first learned the importance of client service during her 16 years with Canada Safeway....

Richard is a native Victorian with a long family history in the city. After receiving a degree at the University of Lethbridge he was mentored by his father in a medium sized BC wholesale distribution company before entering the financial services business as a financial advisor in 2001. Richard takes...

Diane comes from a small town in Ontario and grew up in a close-knit entrepreneurial family where a strong work ethic and client centric focus were ‘a given’. She attended McMaster University in Hamilton and then managed sales, operations and communications for small businesses, and projects, events and communications for...

Trina started in the industry as a receptionist with Lifeplan Financial in 2001 where she learned the basics of the industry and then progressed into administration support role as a liaison between advisors and insurance companies. Trina continued to grow in the industry and originally joined Cooper Financial in 2004...

Born and raised in The Lower Mainland, Deborah enjoys all that our Beautiful Province has to offer. Although not a Victoria Native, she moved here in 2009, and has quickly made it home for herself and her three children, exploring everything that makes Victoria and Vancouver Island the best place...

Ian was born and raised in Victoria BC, and attended Oak Bay High. He recently obtained his Bachelors in Business Administration with a focus in Human Resources Management & Leadership, and also holds a diploma in marketing from Camosun. He has also recently completed his Chartered Professional in Human Resources...

Lorren was born and raised in the Philippines. Her childhood dream was to be a Flight Attendant and Entrepreneur, but was eventually inspired by her mom and discovered her passion for numbers, which eventually made her enroll in an Accounting program. Along the way of being a sophomore college student,...

Sharmaine is studying Business Administration at the University of Victoria and expects to graduate in April 2024. She also has a degree in Accounting and is certified as a Bookkeeper in her home country. She also has over 5 years of experience as a Licensed Insurance Advisor at Sun Life...