Manage your Registered Contributions before the end of the year!
Lisa Gerrett, Director
Integrity, Family Values + Over 10 Years of Insurance and Investment Services
Since becoming a licensed insurance advisor in 2013, I’ve dedicated myself to serving the unique needs of blue-collar workers across the North Island, Cariboo, and Peace regions. My mission is to build meaningful, long-lasting relationships with my clients, equipping them with the right tools to protect themselves and their families. I specialize in disability coverage, wealth management, estate planning, and effective taxation strategies.
Understanding the demands of balancing life, expenses, and expectations, I prioritize convenience for my clients. I'm available to meet when it fits your schedule, offering flexibility to book appointments around your busy life.
My Interests
In my free time, you’ll find me cheering on my daughter at the hockey rink, working on the ranch with my partner, or enjoying quality moments with friends and family.
Homepage artwork by my talented cousin, Emily Beaudoin — discover more of her incredible work by clicking here.
Martin Jacobson
30 Years Experience, Based on Vancouver Island
For over 30 years, I’ve proudly dedicated my career to helping self-employed business professionals and their families achieve financial security through customized, tailor-made protection plans. Having been self-employed for most of my working life, I deeply understand the unique challenges and opportunities that come with running your own business.
I take pride in offering personalized guidance designed to address your specific needs, ensuring that your financial plan aligns seamlessly with your goals and priorities. My advice and expertise are always offered freely, empowering you to make informed decisions that work best for you and your family.
Let’s work together to build a financial safety net that provides peace of mind, so you can focus on what matters most to you!
