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, Partner
Gary brings over 35 years of industry experience, with a strong focus on advanced case design, complex insurance strategies, and helping advisors uncover opportunities within sophisticated planning situations. His career began in a management role with a major Canadian insurer in employee benefits, before transitioning to independent practice where he specialized in Living Benefits and integrated planning for business owners.
Since joining WealthLINK over 20 years ago, Gary has become a trusted resource for advisors navigating complex cases. He is known for his ability to identify unique structuring opportunities, simplify intricate concepts, and develop practical strategies that help advisors position and win advanced planning cases with confidence.
A respected industry educator and speaker, Gary has presented at Advocis schools and National Living Benefits conferences. He is an active member of Advocis and was a former member of the board of CAILBA (National board for MGA’s). Gary is committed to delivering thoughtful guidance, strategic insight, and real-world solutions that drive successful outcomes for advisors and their clients.
Mike Mervyn, CFP CLU GBA RHU, Partner
Mike brings 30 years of industry experience, with a strong focus on building advisor relationships and driving meaningful business results. His career began in 1997 with one of Canada’s largest insurers, where he developed a deep foundation in group benefits and advisor support before advancing into a Regional Account Manager role, partnering closely with advisors across the province to grow their business.
Since joining WealthLINK in 2004, Mike has become a trusted resource for advisors, known for his practical approach, responsiveness, and ability to help structure and partner on complex cases. He is focused on helping advisors identify opportunities, navigate challenges, and ultimately convert more business with confidence.
An active member of Advocis, Mike has served as President of the Thompson Okanagan Chapter and Chair of the Advocis Okanagan School. He is committed to ongoing professional development and delivering a high standard of expertise, service, and results.
Jennifer Clegg, Investment Specialist/Compliance
Jennifer joined wealthLINK Financial in 2015, initially supporting front desk reception and contracting. She now focuses on assisting advisors with their investment business. With nearly 30 years of administrative experience, including over a decade in the insurance industry, Jennifer brings extensive operational expertise. She has played a key role in developing the firm’s compliance processes and supports advisors with due diligence and practice management to help ensure their businesses operate effectively and compliantly.
jclegg@wealthlinkfinancial.ca
investments@wealthlinkfinancial.ca
Kayla Yoshida, Office Manager
Kayla joined weathLINK Financial in 2017, starting in reception and contracting. She has since expanded her expertise as an insurance specialist and now oversees onboarding and contracting. Known for her strong organization, attention to detail, and responsive communication, Kayla is the first point of contact for advisors joining our MGA and helps to ensure an efficient onboarding experience.
Isabella Riopel, Marketing Assistant
Isabella is the newest member of the WealthLINK Financial team, having recently graduated from the University of Victoria with a Bachelor of Commerce degree. She is your primary contact for life insurance inquiries, product illustrations, and market quoting. With a strong attention to detail and a passion for building relationships, Isabella is committed to providing advisors with responsive, knowledgeable support and to helping make the insurance process as seamless as possible.
