The Growth Financial Team - Serving Kelowna, BC
Denis Aubrey, Certified Financial Planner
My name is Denis Aubrey. I was born and raised in Vancouver, B.C. After a period of service in the RCAF, I entered the insurance industry in 1965 as a sales associate for Allstate Insurance Services. After two years, I became the District Manager for the Company. I remained with Allstate until 1972 when they vacated the Province of B.C. because of governmental changes. I re-entered the business the following year as a District Manager for the Co-operators Insurance Company with a Territory of the Okanagan, East & West Kotenays. In 1996, I decided to become an insurance Broker, which allowed me much more flexibility in offering my clients a much wider range of diversified products.
My focus and expertise is in the Group, Pension and Money products, such as: GIC’s, RRIF’s, TFSA’s, Annuities, & Guaranteed Withdrawal Plans. Times have changed and people are concerned about outliving their money. With stock markets being so volatile, clients are concerned about losing their savings. At Growth Financial, we can help put your mind at ease, by showing you how to structure your funds so that you have guaranteed cash flow.
If you are a “Snow Bird”, which a lot of my clients are, we have extremely competitive Travel Insurance rates.
“Don’t Leave Home Without Us”
#156 - 1876 Cooper Road
Kelowna BC, V1Y 9N6