Contact

Contact

W. Tod Alstad, CHS

Tod has provided employee benefits, insurance, financial and estate planning for over two decades. Specifically, Tod focuses on insurance and wealth preservation planning for families and business owners. In addition, we offer and administer full service employee benefit plans.

 

  • Born in Grande Prairie, Alberta – 1959
  • Licensed insurance agent since 1991
  • Designation – Certified Health Insurance Specialist (CHS)
  • Senator Junior Chamber International, Jaycee’s (highest honor awarded)
  • Former Director, Kelowna Chamber of Commerce, 1994 – 1996
  • President of North Okanagan Life Insurance Underwriters 1995 – 1996
  • President of Advocis Thompson Okanagan Chapter 2008-2009   Totem Pole Winner as best run Chapter in Canada
  • Co-Chair Jaycee’s 24 hour relay in support of Boys & Girls Club 1998
  • President Kelowna Jaycees 1996
  • 2011 Peter W. Newton Award Recipient

Teresa Alstad, CHS

Teresa’s focus is on Administrative and Service for all Clientele.  She develops and implements  advanced strategies and provides a wealth of experience in delivering value-added services.  Her attention to detail and determination are qualities that ensure customer satisfaction.  Teresa is highly organized and has exceptional knowledge of all our services and client needs.

  • Licensed Insurance Agent since 2004
  • Pinnacle Award Winner, Telus 1999
  • Executive Assistant to Headmaster for Costa Rica Academy 1994-1995
  • Designation – Certified Health Insurance Specialist (CHS)

Wendy Tansowny

Wendy has focused on providing outstanding service to both clients and advisors in the insurance industry for over 7 years. In addition, Wendy has extensive experience conducting effective employee/client meetings. Wendy is very pro-active in providing materials and tools based on the needs of the client.

Address

1228 Cerise Dr
Kelowna, British Columbia
V1Y 9R8 Canada

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