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Mutual Fund Investment Specialist**
Tracey Agnew, Financial Advisor/Owner of Agnew Insurance Ltd., has owned and operated her local business for over 15 years. She has 25-plus years of experience managing client portfolios, and helping to protect their families and businesses. She is well-versed in all lines of personal and business insurance and specializes in financial planning and investment solutions. Tracey began her career with Co-operators after completing her education in Business Management and Marketing.
As a local business owner and neighbour in the NW community, Tracey and her team understand the value of giving back. They are proud to support various initiatives, including youth development, poverty and domestic violence, mental and physical well-being of men, women and children in our community, and business mentorship organizations.
At Agnew Insurance Ltd, Co-operators, you will be supported by Tracey and our award-winning team of qualified associate advisors. For the past 15 years, Agnew Insurance has been awarded the Executive and Region Builder Award, and the 5-Star Agency Award, all of which recognize exceptional client service and management by the top agencies across Canada.
When asked what sets Agnew Insurance Ltd. apart from others, Tracey says, "We take a holistic approach to addressing clients' total insurance and financial planning needs, in terms they will understand. The insurance and financial services industry is very different today, and consumers and businesses need sound advice and expertise like never before. We value making it easy and clear by providing in-person advice when you start your portfolio with us, and servicing your changing needs for years to come."
Associate Financial Advisor
Jadyn joins the family business (she is Tracey's eldest daughter) with a Bachelor of Management degree, specializing in business development and marketing. She wears many hats on the Agnew Insurance team, as a licensed Associate Insurance Advisor helping our Home and Auto clients protect their new prized possessions. She is also our rock star when it comes to client inquiries, marketing and community initiatives. She works tirelessly behind the scenes to ensure our office runs smoothly.
As a hockey fanatic, Jadyn loves going to Flames games, and catching the Blackhawks on TV. She's a foodie and is always up to trying new kinds of food. Jadyn loves to travel and has already visited 12 different countries around the world including Indonesia, Thailand and Singapore!
Associate Insurance Advisor
Janice joined Agnew Insurance Ltd in 2021, bringing her many years of insurance experience to the team. Janice began her insurance career in San Francisco, California, as a home and auto specialist. After a short break and a move to Calgary, she found herself back in the industry. Nineteen years later, she is an Associate Insurance Advisor specializing in Home, Auto and Business insurance with Co-operators.
It is Janice’s passion to look after the best interests of others. She always puts herself in her clients' shoes and treats them as she would want to be treated. She believes that client service comes first and does not end at the time of the sale; building strong relationships is what matters most.
During her time away from the office, she enjoys spending time with her family exploring new places and taking spontaneous road trips. With a proud Asian background, food is a hot topic in the Castaneda household. Janice and her family love trying out new restaurants and supporting the local food scene. Recommendations are always welcome!
Jasmine joined our team in 2018. She specializes in Business insurance for small-businesses, self-employed individuals, and larger operations. Jasmine understands that her clients have invested a lot of time and effort to build their businesses. You can count on her to ensure everything you have worked hard to achieve is properly protected. From your equipment, to your buildings, to your company vehicles, Jasmine has got you covered!
With four busy kiddos around the house, Jasmine is also a full-time cheerleader and chauffeur. She spends many winter days at the hockey or ringette rink, and many summer nights camping with her family and pups. Jasmine loves baking and reading when mom-duty isn’t in full force!
Associate Insurance/Financial Advisor
Michael has been a member of the Agnew Insurance team since 2017 as our Associate Insurance Advisor specializing in Home and Auto insurance. Michael began his career in Real Estate, helping his clients purchase their largest investment. He has always had a passion for the housing industry and is now working with clients to ensure their living spaces are properly protected.
When not in the office, you can find Michael enjoying his time doing anything sports related! His winters are spent at the hockey rink and summers on the baseball diamond or the football field. Michael likes to keep active and busy by escaping the city life to the mountains whenever he can.
Sara joins the Agnew Insurance team with eight years of experience in personal lines insurance. She joined the insurance industry after 12 years in the car dealership world in administration and finance. Sara is your go-to Associate Insurance Advisor for high-value, custom home and Farm insurance needs, including hobby farms, tractors and equipment. With her knowledge of the industry, she knows how important it is to ensure that our clients’ unique needs are understood and met through the right coverage at competitive rates.
Outside of the office, Sara loves taking in some powder time in the mountains with her two kiddos and family. When the sun comes out, lake life is priority for Sara, spending as much time boating, rafting and grilling up her favourite food: steak! She has become accustomed to the farm lifestyle with her dedicated involvement in the Airdrie Pro Rodeo, 4H and helping her partner out with those long harvest days.
*Offering insurance products underwritten by Co-operators General Insurance Company and Co-operators Life Insurance Company.
**Offering mutual funds through Co-operators Financial Investment Services.