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, Jaycees (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, Jaycees 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.

 

Our mission is to build a financial security plan tailored to help meet your specific needs. We're dedicated to understanding your goals and providing you with the professional financial security advice needed to help you achieve those goals.

Whether purchasing a home, financing a child's education or retiring comfortably, your goals are specific to you and your financial security plan should be tailored to your needs.

We'll help you understand the choices to be made and the products available to help build a financial security plan to achieve your personal or business goals. And once your plan is in place, we'll continue to work with you by reviewing your financial security plan from time to time with you to help ensure you're still on track to achieving your goals.

Client service

We know that personal service is key to helping you find the right solution for your financial security needs. If you have questions about your financial security plan or specific financial products, contact us and we can set up a time to meet. We can discuss our services, review your specific needs and address any questions you may have. Contact today.

 

Address

1228 Cerise Dr
Kelowna, British Columbia
V1Y 9R8 Canada