WealthLINK Financial Services is a boutique style MGA offering innovative ideas, a supportive environment and a dedicated team. Located in the heart of the Okanagan, we provide services to producers throughout British Columbia. We are more than just a liaison between insurers and professional licensed advisors - we are a part of your team. You can rely upon us for exceptional customer care, unique solutions and unsurpassed dedication.

Terry Wardrop, CLU

This year marks Terry’s 50th year in the insurance & financial planning industry. He began his career in Vancouver in 1961 working for one of the largest Canadian insurers. Along the way Terry has held numerous marketing and managerial positions. Moving up the corporate ladder also meant moving to other cities. As such, Terry has experienced working in some of Canada’s major financial centres like Vancouver, Edmonton, Calgary, Toronto and for the last 21 years Kelowna BC. As President of WealthLINK Financial Services, Terry brings with him an extensive base of knowledge. He obtained his LOMA Institute Degree in 1969 and his CLU designation in 1973. Terry has also been the President of the North Okanagan Advocis Chapter, President of the BC Interior CLU Chapter and is currently a member of The Insurance Council of BC.

 

Blayne Brethour

Blayne Brethour, Associate Investments, is entering his 27th year in the banking and insurance industry. Most recently Blayne was the Investment Consultant in the Okanagan Region for Great-West Life/Freedom 55. His expertise lies in assisting advisors in developing their practices, understanding products available in the marketplace and doing research and analysis of investments and competitive products. Not only is Blayne  our main resource for Investments/Money Products, he is our acting Branch Manager for Investia Mutual Funds. Wealthlink Financial Services is very proud to be an MGA that offers our advisors the services of an expert in the investment field!

 

Mike Mervyn, CFP,GBA, RHU

Mike began his career in the insurance industry in 1997 as a small group marketing manager for one of the largest Canadian Insurers. Working his way up to the title of Regional Employee Benefits Account Manager, Mike has worked with numerous advisors throughout our Province. Since the beginning he has been an active member of Advocis including serving on the Thompson Okanagan Chapter and for the last three years Chair of the Advocis Okanagan School. Mike joined WealthLINK as an Associate in 2005 since which he has broadened his knowledge to include all aspects of our industry. Mike currently holds four industry designations: CFP, CLU, GBA and RHU – proof that he is a committed and well educated professional that you can rely upon.

 

Gary Wardrop, CLU

Gary has over 20 years in the insurance industry beginning with a major Canadian insurer as a marketing manager in the employee benefits field. After a number of years in various management roles Gary left to become a broker in Vancouver specializing in Living Benefits and Integrated Benefit Plans. Approximately 5 years ago Gary became an Associate with WealthLINK Financial. He has been a member of Advocis since 1990, a CLU since 1994 and an RHU since 2009. As well Gary has been a main platform speaker at Advocis schools and National Living Benefit conferences.

 

Marketing Assistants

WealthLINK Financial Services is committed to providing exceptional customer care. We work hard behind the scenes to provide you with superior administrative support. We are proud to have a team of Marketing Assistants that are dedicated to making your life easier.

“Your connection to success through collaborative and innovative solutions. Always.”