Brokers
Pacific First endeavours to work with only the best brokers in the business. The following is a list of brokers that we work with to provide businesses with our services, sorted by city and province. Please contact them directly to inquire about setting up a PHSP or Blended Plan.
Larry Buhler , Abbotsford, BC
Phone:(604) 859-1200 Ext. 200
Fax: (604) 864-8014
Email: kingcoho@direct.ca
Website: www.valley.bc.ca
Buhler Financial
304 – 2752 Allwood Street
Abbotsford, BC V2T 3R7
Arthur B. Poelen, B.Comm, C.S.A. , Burnaby, BC
Phone: (604) 438-5528 Ext. 2301 Mobile: (604) 828-0104
Fax: (604) 438-5562
Email: arthur.poelen@sunlife.com
Sun Life Financial Company
720 Metrotower II, 4720 Kingsway Ave.
Burnaby, BC V5H 4N2
Blaine St. Arnault , Burnaby, BC
Toll Free: 1-888-434-3873 Phone: (604) 434-3863
Fax: (604) 434-3873
Email: blaine66@shaw.ca
Artech Asset Advisory Services Inc.
#209 – 3993 Henning Drive
Burnaby, BC V5C 6P7
Bo Chew, CFP, CLU, CHFC, CIM , Burnaby, BC
Toll Free: 1-866-671-3816 Phone: (604) 677-3816
Fax: (604) 677-5803
Email: bo@legaciesfinancial.com
Legacies Financial Group
#311 – 4538 Kingsway Street
Burnaby, BC V5H 4T9
Jack Kambo , Burnaby, BC
Phone: (604) 722-6205
Email: info@addlife.ca
Website: addlife.ca
Add Life Insurance & Financial Services Corp.
#1604-3771 Bartlett Court
Burnaby, BC V3J 7G8
Rosemarie Kambo , Burnaby, BC
Phone: (604) 839-3922
Email: info@addlife.ca
Website: addlife.ca
Add Life Insurance & Financial Services Corp.
#1604-3771 Bartlett Court
Burnaby, BC V3J 7G8
Ken MacCoy, CHS , Chilliwack, BC
Toll Free: 1-866-702-0063 Toll Free
Fax: 1-866-703-0063 Phone: 604-702-0063 Mobile: 604-819-0033
Fax: 604-703-0063
Email: ken@ritepartner.com
Website: www.ritepartner.com
Website: www.insuranceRITEnow.com
RitePartner Financial
Your Strategic Financial Planner
8451 Piper Crescent,
Chilliwack, BC V2P 7M1
Jollean K. Chantrel , Coombs, BC
Toll Free: 1-866-699-7865 Phone: (250) 248-7154
Fax: (250) 951-0328
Email: jolleanchantrel@shaw.ca
Jollean K. Chantrel Insurance & Financial Solution
1111 Shearme Road
Coombs, BC V0R 1M0
Sean Barnett , Coquitlam, BC
Toll Free: 1-866-936-1548 Phone: (604) 936-4325
Fax: (604) 936-4375
Email: sean@barnettandassociates.ca
Website: www.barnettandassociates.ca
Barnett & Associates Financial Services
670 Blue Mountain Street
Coquitlam, BC V3J 4R6
Steve Neumann, CPCA , Courtenay, BC
Phone: (250) 338-9344
Fax: (250) 338-9376
Email: steve.neumann@sunlife.com
Steve Neumann Insurance Services
575 – 10th St.
Courtenay, BC V9N 1P9
Robert Fournier, RHU, CSA , Cranbrook, BC
Phone: (250) 426-6694
Fax: (250) 426-2250
Email: rfournier@ekccu.com
East Kootenay Community Financial Services Ltd.
920 Baker Street
Cranbrook, BC V1C 1A5
Andrew Block, CEBS , Delta, BC
Toll Free: 1-877-231-4899 Phone: (604) 590-0680, local 104
Email: andy@delsure.com
Website: www.delsure.com
Delta Pacific Benefit Brokers Ltd.
300 – 6935 120th Street
Delta, BC V4E 2A8
Claudia Boduel B.A. C.E.B.S. Benefit Policy Strategist , Delta, BC
Toll Free: 1-877-301-1962 Phone: (604) 727-1962
Fax: 1-866-500-5785
Email: claudia@focusedbenefitsolutions.com
Focused Benefit Solutions Inc.
7891-112A Street,
Delta, BC V4C 4Y4
Brad Brain, CFP, R.F.P., CLU, Ch.F.C., FCSI , Fort St. John, BC
Phone: (250) 785-1655
Fax: (250) 785-1650
Email: brad@bradbrainfinancial.com
Website: www.bradbrainfinancial.com
Brad Brain Financial Planning Inc.
101 – 9705 100th Ave
Fort St. John, BC V1J 1Y2
Ross Sexsmith, CFP, CHS , Fort St. John, BC
Phone: 250-785-0309 Sexsmith Financial Corporation
Email: ross@sexsmithfinancial.com
Website: www.sexsmithfinancial.com
#205 – 10422 Alaska Road
Fort St. John, BC V1J 1B3
Bruce A. Hollett , Kelowna, BC
Toll Free: 1-866-861-1006 Phone: (250) 861-1006
Fax: (250) 861-6177
Email: bhollett@telus.net
Website: www.insuranceontheweb.ca
Bruce A. Hollett & Associates
401 – 1630 Pandosy Street
Kelowna, BC V1Y 1P7
Helmuth Kimmich, CFP , Kelowna, BC
Toll Free: 1-800-636-3313 Phone: (250) 861-4481 Ext. 104
Email: hkimmich@stewartthomas.com
Stewartthomas Group
3017 Tutt Street
Kelowna, BC V1Y 2H4
Jonathan Laird, Financial Security Advisor, Group Insurance Advisor , Victoria, BC
Phone: (250) 868-7266
Toll Free: 1-866-658-4147
Fax: (250) 474-4337
Email: jon@lairdfinancial.ca
Laird Financial Services Group Inc.
2685 Crystalview Drive
Victoria BC, V9B 5S5
Springleaf Financial Group Inc , Kelowna, BC
Office: 250-718-7232
Toll Free: 1-855-718-7232
Fax: 236-420-1180
Springleaf Financial Group Inc.
#300 – 1708 Dolphin Avenue (Landmark 11)
Kelowna, BC V1Y 9S4
Pauline Murray, CFP ACS AIAA , Kelowna, BC
Toll Free: 1-866-525-7777 Phone: (250) 861-7777
Fax: (250) 763-2233
Email: main@ThomAndAssociates.com
Website: www.ThomAndAssociates.com
Thom and Associates Financial Planners Inc.
#303 – 3001 Tutt Street
Kelowna, BC V1Y 2H4
Michael D. Furlot , Ladysmith, BC
Toll Free: 1-866-746-2002 Phone: (250) 245-2052
Fax: (250) 245-1190
Email: mfurlot@telus.net
640 Trans Canada Highway
Ladysmith, BC V9G 1B5
Drake Dunn , Langley, BC
Phone: (778) 298-1188 Mobile: (604) 857-5800
Email: drake@dunnfinancial.ca
Dunn Financial Services Inc.
#102 – 20171 – 92A Avenue
Langley, BC V1M 3A5
Kevin Spence , Langley, BC
Phone: (604) 882-7444
Email: spencefinancial@telus.com
Spence Financial Services Inc.
210 – 20171 – 92A Avenue
Langley, BC V1M 3A5
Tom Castonguay, CFP , Mission, BC
Toll Free: 1-888-498-5288
Email: tom@shelterbay.ca
Website: www.shelterbay.ca
Shelter Bay Financial Corp
33096 Whidden Avenue
Mission, BC V2V 2T2
Andre St. Arnault , Nanaimo, BC
Toll Free: 1-877-380-3863 Phone: (250) 751-0019
Fax: (250) 751-0038
Email: andre@saintsteam.ca
Website: saintsteam.ca The “Saints” Team Inc.
5202 Kaitlyns Way
Nanaimo, BC V9T 5W1
Brad Woods, CHS, Nanaimo, BC
Phone: (250) 585-0922 Mobile: (250) 618-6810
Fax: 1 (855) 702-3983
Email: brad.woods@woodslifetimefinancial.ca
Website: http://www.lifetimebenefits.ca Lifetime Benefits
#21 – 4800 Island Highway
Nanaimo, BC V9T 1W6
D.R. (Doug) Stratton, CLU , Penticton, BC
Toll Free: 1-800-663-1422 Phone: (250) 493-5725
Fax: (250) 493-5717
Email: doug.stratton@holliswealth.com
Website: www.applefinancial.ca
Apple Planning Services Inc – HollisWealth Advisory Services Inc.
#110 – 888 Westminster Avenue West
Penticton, BC V2A 8S2
Trevor Nelson, C.A., CFP , Penticton, BC
Toll Free: 1-877-487-7630 Phone: (250) 492-9876
Fax: (250) 492-6733
Email: tnelson@stewartthomas.com
The Stewart Thomas Group
#201 – 399 Main Street
Penticton, BC V2A 5B7
William (Bill) Wardley , Penticton, BC
Phone: (250) 497-8258
Email: wcwardley@shaw.ca
103 – 3115 Skaha Rd.
Penticton, BC V2A 6G5
Michael F. Noc BBA CFP CLU ChFC , Port Moody, BC
Phone: (604) 461-2880
Fax: (604) 461-2884 600 – 205 Newport Drive
Port Moody, BC V3H 5C9
Brian & Marc St. Arnault , Prince George, BC
Toll Free: 1-800-665-9996 Ext. 2 Phone: (250) 562-3863 Ext. 2
Fax: (250) 562-3869
Email: clientcare@saintsteam.ca
Website: saintsteam.ca
The “Saints” Team Inc.
#208 – 556 N. Nechako Rd.
Prince George, BC V2K 1A1
Daniel Sember , Richmond, BC
Toll Free: 1-866-682-9505 Phone: (604) 370-3370 Mobile: (604) 250-9092
Fax: (604) 370-3360
Email: Daniel@signetfinancial.com
Website: www.signetfinancial.com
Signet Financial Group Limited
#235 – 21900 Westminster Highway
Richmond, BC V6V 0A8
Dharmesh Dass, GBA, GM & Group Benefits Consultant , Richmond, BC
Toll Free: 1-866-682-9505 Phone: (604) 370-3370 Mobile: (604) 655-8274
Fax: (604) 370-3360
Email: Dharmesh@Signetfinancial.com
Website: www.signetfinancial.com
Signet Financial Group Limited
#235 – 21900 Westminster Highway
Richmond, BC V6V 0A8
Bryan Kassa , Salmon Arm, BC
Toll Free: 1-888-288-2141 Phone: (250) 832-8103
Email: bpkassa@shuswap.net
Website: www.bryankassa.com
Investment Planning Counsel /
Lakeside Financial Services
140 Alexander St NE,
Box 2890
Salmon Arm, BC V1E 4R7
Tony Watson , Sidney, BC
Phone: (250) 589-0515
Email: robertanthonywatson@gmail.com
Tony Watson & Associates
9367 Webster Place
Sidney, BC V8L 2R9
Andrew Kay , Surrey, BC
Phone: (604) 889-5182 Planright Enterprises Inc.
10356 124A Street
Surrey, BC V3V 4W9
Tracey Cambridge, President , Surrey, BC
Toll Free: 1-800-397-0115 Phone: (604) 581-9121
Fax: (604) 581-9142
Macnaughton & Ward Financial Services
10430 – 144th Street
Surrey, BC V3T 4V5
Franco Caligiuri, RHU , Vancouver, BC
Phone: (604) 685-6525
Fax: (604) 685-7598
Email: franco@caligiurigroup.com
Website: caligiurigroup.com
Caligiuri Financial Group Inc.
#1200-1111 West Georgia Street
Vancouver, BC V6E 4M3
George Burns , Vancouver, BC
Phone: (778) 991-9548
Email: georgeburns8@shaw.ca
Burns Insurance
601-M, 1600 Beach Avenue
Vancouver, BC V6G 1Y7
Guy LaBoissonniere , Vancouver, BC
Phone: (604) 275-7197
Email: PEBfits@shaw.ca
Professional Entertainment Benefits
Vancouver, BC
Joel Finkelstein , Vancouver, BC
Phone: (604) 681-7759
Fax: (604) 681-8166
Email: joel@finkelsteinfinancial.com
Finkelstein Financial Services
1208-808 Nelson Street
Box 12115
Vancouver, BC V6Z 2H2
Bettina MacConnell, B.Comm, CEA, CFP®, South Surrey, BC
Toll Free: 1-888-433-8313 Phone: (604) 535-7005
Email: bettina.macconnell@holliswealth.com
HollisWealth
# 214 – 3388 Rosemary Heights Cres.
South Surrey, B.C. V3Z 0K7
A.G. Tav Macpherson, CFP, CLU , Victoria, BC
Phone: (250) 727-7197 Ext. 225
Fax: (250) 727-6927
Email: tavmac@lfsg.ca
Website: www.macphersonbradfordgroup.com MACPHERSON BRADFORD GROUP LTD
Insurance & Financial Services
101 – 3960 Quadra Street
Victoria, BC V8X 4A3
Aleita Laird, CHS, EPC , Victoria, BC
Toll Free: 1-866-658-4147 Phone: (250) 888-8416
Fax: 250-658-4157
Email: aleita@lairdfinancial.ca
Website: www.lairdfinancial.ca
Laird Financial Services Group Inc.
4686 Scottswood Place
Victoria, BC V8Y 2X9
Alex Fariborz Akhavan, Senior Financial Advisor , Victoria, BC
Phone: (250) 953-2307
Fax: (250) 953-2302
Email: alex.akhavan@rbcfi.com
Website: rbcfi.com
Royale British Columbia Financial Inc.
1540 Fort Street
Victoria, BC V8S 5J2
Bryce Little CFP , Victoria, BC
Toll Free: 1-888-704-7743 Phone: (250) 953-6818
Fax: (250) 953-6828
Email: bryce@littleanddavies.com
Website: www.littleanddavies.com
Little and Davies Insurance and Financial Planning Inc.
1845A Fort St.,
Victoria, BC V8R 1J6
Carol Cooper, CFP, CHS, CLU, CPCA , Victoria, BC
Toll Free: 1-866-475-0552 Phone: (250) 475-0557 Ext. 204
Email: carol@cooperfinancial.ca
Website: www.cooperfinancial.ca
Cooper Financial Group and Integrated Benefit Solutions
#402 – 1245 Esquimalt Rd.
Victoria, BC V9A 3P2
Dana Craft, CFP , Victoria, BC
Toll Free: 1-888-595-5212 Phone: (250) 940-9043
Email: dcraft@megsonfitzpatrick.com
Megson Fitzpatrick Craft Financial Services
3561 Shellbourne Street
Victoria, BC V8P 4G8
Duncan Davies CFP, CLU, ChFC , Victoria, BC
Toll Free: 1-888-704-7743 Phone: (250) 953-6818
Fax: (250) 953-6828
Email: duncan@littleanddavies.com
Website: www.littleanddavies.com
Little and Davies Insurance and Financial Planning Inc.
1845A Fort St.,
Victoria, BC V8R 1J6
Eric B. Watchorn, B.A. , Victoria, BC
Phone: (250) 727-7197
Fax: (250) 727-2492
Email: eric@lfsg.ca
Website: www.lifeplangroup.ca
LifePlan Financial Group
3298 Tennyson Avenue
Victoria, BC V8Z 3P3
Ken F. Smith, RHU , Victoria, BC
Toll Free: 1-800-662-8372 Phone: (250) 727-7197 Ext. 233
Fax: (250) 727-6927
Email: ken@lfsg.ca
Website: www.lookwhistle.ca
LifePlan Financial Group
3298 Tennyson Avenue
Victoria, BC V8Z 3P3
Phil Edney , Victoria, BC
Phone: (250) 744-0015
#26 – 1644 Hillside Avenue
Victoria, BC V8T 2C5
R. Rhys Jones , Victoria, BC
Phone: (250) 383-3634
Fax: (250) 383-3027
Strategic Financial Services Ltd.
#500-2950 Douglas Street
Victoria, BC V8T 4N4
Claudia Boduel B.A. C.E.B.S. Benefit Policy Strategist , Mississauga, ON
Toll Free: 1-877-301-1962
Fax: 1-866-500-5785
Email: claudia@focusedbenefitsolutions.com
Focused Benefit Solutions Inc.
2359 Royal Windsor Drive,
Suite 211 Unit #23
Mississauga, ON L5J 4S9
Brian Poncelet, CFP , Oakville, ON
Phone: (905) 338-7689
Fax: (905) 338-0831
Email: brian@rightinsurance.ca
Fundex Investments Inc.
79 Wilson Street
Oakville, ON L6K 3G4
Ari Stolzman , Toronto, ON
Phone: (416) 633-5741
Fax: (416) 630-4022
Email: ari@coreplanning.com
Core Planning Inc.
#340 – 3625 Dufferin Street
Toronto, ON M3K 1Z2
Don Andrews , Waterloo, ON
Phone: (519) 747-3000 Mobile: (519) 573-0417
Fax: (519) 747-3077
Email: don.andrews@ironwealth.ca
IronWealth Financial Solutions
39 Durward Place
Waterloo, ON N2L 4E5
Bernie Hooper , Vancouver, BC
Phone: 604-733-4140
Fax: 604-689-2801
Email: berniehooper@telus.net
Hooper Insurance & Financial Services Inc.
Suite 1810, 1075 West Georgia Street
Vancouver, BC
V6E 3C9
Jeffry J. Frison, Abbotsford, BC
Bases Covered Wealth Management
102A – 32544 George Ferguson Way
Abbotsford, BC V2T 4Y1
Phone: 604-674-1760 ext 804
Email: jeff@basescovered.ca
Island Group Benefits, Nanaimo, B.C.
Lou Monjo
101 -1801 Bowen Rd
Nanaimo B.C. V9S 1H1
Phone: 250-585-0311
Chris Peake, Courtenay, BC
Chris Peake
535 Cliffe Avenue
Courtenay, British Columbia V9N 2J5
Phone: (250) 871-8994
Email: Chris.Peake@sunlife.com
Isa Habash, Kelowna, BC
Isa Habash
Toll Free: 1-877-735-6026 Ext. 4324
Office: 250-763-1114 Ext. 4324
Direct: 250-470-2186
Fax: 250-763-2214
Email Address: Isa.Habash@f55f.com
Freedom 55 Financial
1610 – 1631 Dickson Avenue
Kelowna BC V1Y 0B5
Brian W. Reid, Vernon, BC
Brian W. Reid
Talon Benefits Consulting Group Ltd.
2801 28th Street
Vernon, BC V1T 4Z5
Phone: 250-503-1958
Fax: 250-503-1987
Toll Free: 1-888-679-4499
Email: bwreid@talonbenefits.com
John J. Robinson, Vancouver, BC
John J. Robinson, CEPA, CFP, EPC, Vancouver, BC
Phone: (604) 874-4429 x 101
Fax: (604) 873-5600
Toll Free: (888) 880-2266
Email: john@strategicsuccession.com
Website: www.strategicsuccession.com
Company: The John Robinson Group Inc. | Strategic Succession
Suite 1220-1130 West Pender Street
Vancouver, BC V6E 4A4
Tyler Iwanson, Courtenay, BC
Tyler Iwanson
#1 – 1255 McPhee Avenue
Courtenay, BC V9N 3A3
Phone: (250) 871-1233
Email: tyler.iwanson@sunlife.com
