Our team provides independent, practical and results-driven strategic plans on a variety of family office aspects including Corporate Governance Assistance, Financial & Business Modelling and Ongoing Management Advisory.
Jason began his career in 1999 with Mutual Group and now brings almost two decades of deep experience in helping clients make their money work for them. Since founding IWG in 2009, Jason has directed its evolution from being a team of generalists, to building a family office with a specialized group of agents. Today, Jason continues to grow IWG across BC and Alberta, building relationships with clients who benefit from his tremendous experience in segregated funds and life, disability, and critical illness insurance planning. Over the years, he has shifted his core focus from retail planning to a specialization in wealth management for business owners and high net worth clients. Jason is a member of ADVOCIS (The Financial Advisors Association of Canada) and is currently working on his CLU designation.
Chief Operating Officer
Lisa has been helping individuals and business owners with their insurance planning since 1990. Lisa is a vital part to our team as she specializes in health trusts and helping local business owners through insurance planning. She works with the majority of accounting firms in Kelowna. Lisa co-writes the column ‘Dollars & Sense’ in the Kelowna Daily Courier. In addition to her local presence in the community, she is ranked nation-wide as top 3 in her field of health trust planning.
Chief Business Officer
Des has been a self-employed business owner for over 30 years. He has knowledge and experience working with insurance, financial planning, growth and development, franchising, leasing and real estate. His commitment to IWG is to aid in corporate and personal structuring and protection.
Corporate Development Officer
Over 30 years of experience in professional sales and marketing management, combined with a Degree in Environmental Design and Architecture from East Carolina University. Interest in Financial Advising, Corporate Life Insurance Strategies. Health Trusts, Group Benefits, Group RRSP, Wealth Management, Building Financing and so much more... Offers his clients unmatched levels of professionalism, proven sales and marketing strategies, resourcefulness and unparalleled negotiation skills. His customer loyalty has developed into long term and lasting relationships.
Chief HR and Services Officer
Sam oversees human resources and business services for IWG Corporate Services. She has a background as a Paralegal with over 14 years experience in Law Firms in the Okanagan and over 24 years experience in various business/corporatepositions. Sam’s expertise is in human resources, business administration and office & people management keeping workflow running smoothly and efficiently. In her spare time, she loves being in the outdoors, hunting, camping, and snowmobiling with her family.
Financial Products Officer
Born and raised in Kelowna, Anthony graduated from Okanagan College earning his Bachelor of Business Administration with a speciality in Finance. Eager to start his career, he began working with IWG and successfully passed is LLQP licensing exam. Now a licensed advisor, Anthony assists Jason with client meetings and preparing retirement plans. His understanding of investment markets and desire to make a name for himself in the industry has set Anthony up for the success and drive to undertake clients’ dealings. Outside of the office, you can find Anthony enjoying the mountains and wilderness that the Okanagan has to offer.
Executive Assistant – Insurance & Investments
As Executive Assistant, Teri keeps everything behind the scenes here at IWG running smoothly. With over 13 years experience in office management, she brings to the team a wealth of experience in administration and logistics control. When she’s not in the office Teri is spending time with her family; on the water in the summer and on the mountains in the winter.
HR & Corporate Services Officer
Sandra looks after the human resources, employee relations, and corporate contracts for IWG. She has a background in mediation, human resources, and business administration. She has spent the last 16 years as a paralegal and administrator for law firms in Vancouver and Vernon during which time she mediated over 200 BC Provincial Court cases. Her ideal holiday is chartering a sailboat overseas. In her spare time, she enjoys dancing, skiing, and spending time with her cavalier.
Sara graduated from Okanagan College in 2010 with her Bachelor of Business Administration Degree, majoring in Accounting. Since then she has worked in the Accounting/Bookkeeping industry for the past 7 years. Last year she opened her own company, Abaci Business & Tax Services, which covers personal tax, full cycle bookkeeping, and Notice to Reader Corporate tax files. She has been with IWG since the beginning, and has been working with Jason for the past 10 years. In her spare time she enjoys everything the Okanagan has to offer, from golfing, to wine tasting, to camping.
Bookkeeper & Controller
Ken has over 20 years of experience as an Accountant working in various fields, including Manufacturing and Oil & Gas and as a Controller for a Government Contracting firm in North Carolina. He has a Business Administration Diploma from Mount Royal College and a Bachelor of Commerce with a major in Accounting from the University of Calgary. He joined IWG in November 2020. In Ken’s spare time he enjoys camping, fishing, hiking and spending time with his family.