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 started with Wealthlink Financial in 2015 as our front end reception and contracting. She now specializes in assisting advisors with their investment business. With various administrative roles she has been in, she has close to 30 years administrative experience and now over 10 years in the insurance industry. She has worked extensively on our compliance package. Jennifer is able to help advisors with due dilligence and practice management to ensure business is sound.
jclegg@wealthlinkfinancial.ca
investments@wealthlinkfinancial.ca
Kayla Yoshida, Office Manager
Kayla joined us in 2017, starting at reception and contracting. Kayla has also worked with our advisors as an insurance specialist. She is now your contact for onboarding and contracting. She is the first point of contact once you join our MGA.
Phil Israel, Life & Investment Specialist
Phil has joined us with his recent graduation with his Bachelor’s of Business Administration in Finance degree. He is currently taking his LLQP and overseeing our life insurance department.
