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
gwardrop@wealthlinkfinancial.ca
Gary has over 30 years in the insurance industry beginning with a major Canadian insurer as a marketing manager in the employee benefits field. After several years in various management roles Gary left to become a broker in Vancouver specializing in Living Benefits and Integrated Benefit Plans. Approximately 15 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 and is currently serving on the CAILBA board. CAILBA is the National Association of MGA’s
Mike Mervyn, CFP CLU GBA RHU, Partner
mmervyn@wealthlinkfinancial.ca
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 as President for 4 years as well as the Chair of the Advocis Okanagan School for 3 years. 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.
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.
