WealthLINK has been built upon a solid foundation of experience, knowledge and trust. Combined we have over 100 years of experience in the financial services industry.
Gary Wardrop, CLU RHU, Partner
Gary entered the industry in 1990 beginning with a major Canadian insurer as a marketing manager in the employee benefits field. After a number of years in various management rolls, Gary left to become a broker in Vancouver specializing in Living Benefits and Integrated Benefit Plans. In 2010 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. Gary also sits on the CAILBA board.
Michael Mervyn, CFP CLU GBA RHU, Partner
Mike began his career in the insurance industry in 1997 as a 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 Board and for the last three years as 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 also is the current president of the Thompson Okanagan Advocis Chapter. He 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.
Blayne Brethour, Associate Investments/Branch Manager Investia
Blayne has been in the banking and insurance industry since 1990. Most recently Blayne was the Investment Consultant/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. Blayne is our main resource for Investments / Money Products and our acting Branch Manager for the Investia Mutual Funds division of Wealthlink.
Lisa Mac Neil, Office Manager
Lisa began with our office in 2007 as our receptionist and has worked her way up to our Office Manager. She has previously worked in accounting rolls and various receptionist positions. Lisa has a vast knowledge of the administrative side of our business and can help you with any of your forms, products, processes or commission questions.
Jennifer, Marketing Assistant
Jennifer started with Wealthlink Financial in 2015 as our front end reception and has worked up to assisting advisors in their business and is also the assistant to Blayne for the Investia business. Jennifer has worked in various administrative rolls through the years prior to working at wealthLINK Financial.
Kayla, Marketing Assistant
Kayla started with us in 2017 and has been a great addition to our office. Kayla’s main roll, other than the front end reception, is to assist our advisors with their contracting needs. You can contact Kayla for any assistance with contracting or requesting any forms needed to build your business.
Terry Wardrop, CLU, Past President
Terry has over 50 years 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.