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About Us

“Life is not the way it’s supposed to be. It’s the way it is. The way you cope with it is what makes the difference.” - Virginia Satir

LifeCope Financial & Insurance Services Inc. focuses on the unique financial aspects and requirements of individuals’ financial needs, as well as those of small business owners. We research, develop and implement innovative strategies towards achieving the insurance and investment needs of our clients.

As an independent financial & insurance services provider, licensed & registered in BC, we represent a number of highly-reputed Insurers in searching out the best products and services to meet the individual needs of our clients. We are grateful for the relentless and unflinching support of each of "our trusted Partners", without whom this enterprise would not become possible.

It’s important for you to know that our recommendations take into account careful assessment of your financial and security needs and are selected from a broad range of products of varying Carriers.

We provide services and advice for Life Insurance, Disability Insurance, Critical Illness Insurance, Long Term Care Insurance, Health and Dental Plans and Travel Insurance including Super Visa (10-years’ Multiple Visa for Parents and Grandparents) Insurance. We are also particularly qualified to assist in tax-sheltered investments and the use of Segregated Funds for tax efficiency, creditor protection and estate planning.

If you are building an education plan (RESP), saving in your RRSP/TFSA, drawing income from your RRIF, need insurance for your ever-evolving lifestyle, worried about your future and the rising costs of disability and long term care, or need group benefits for your employees, we are here to help you find the best solution.

I merited the EPC (Elder Planning Counselor) Designation in 2014 and the CPCA (Certified Professional Consultant on Aging) Designation in 2017. Elders are different. They have a unique set of issues, concerns and values that need to be understood and appreciated as a total package. They also hold a special place in our society. They are an invaluable source of experience and knowledge for every younger generation. And they are the heart of the family and the foundation of our communities. it is, therefore, important and necessary to ensure that the needs of our growing elder population are appropriately addressed. It all comes down to building trusting relationships and making appropriate recommendations, based on the clients' needs. There can be no negotiation when it comes to doing what is right for an elder.

I have recently (2019) earned the CHS (Certified Health Insurance Specialist) Designation, strategically positioned with the required expertise to meet the growing market demand for informed living-benefits advice, in the areas of icome replacement, critical illness, long term care, disability and group benfits.

We pride ourselves on providing our clients with the best and most innovative insurance programs available and have partnered with Manulife Financial, Travelance & Canada Protection Plan to provide the following key products:

Manulife Health & Dental and Lifecheque Basic Critical Illness Insurance - Purchase now
Manulife Travel Insurance - Purchase now
Travelance Travel Insurance - Purchase now

Please feel free to explore our website further to learn more about what we have to offer you.

Our Mission:
LifeCope is an extension of myself and the values that I have always upheld; namely, dependability, honesty, integrity, selflessness, generosity of spirit and a caring and considerate heart.

In our quest to serve our clientele in the most humane way possible, we would strive to always keep your interests first. As an independent services provider, we are not biased towards any one Carrier; but would be able to surf all possible options in order to come up with the most affordable and viable solution to match a specific client need.

Growing and protecting your assets is paramount to your financial health. Our mission is to help our clients by providing protection against unforeseen events which can threaten their financial well-being.

We would assist you to make the best decisions today which will help ensure the security of your family and your assets well beyond retirement.