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Adam Brinton
CFP®
Associate Financial Advisor*
Mutual Fund Investment Specialist**
Adam has over 16 years of experience in the industry. Adam obtained an economics degree and his Certified Financial Planning designation. Adam is currently working on his Chartered Life Underwriting designation. "CLU designation holders are regarded as elite professional financial advisors who raise the bar in developing effective solutions for individuals, business owners and professionals in the areas of risk management, wealth creation and preservation, estate planning and wealth transfer." –Advocis.
As an accredited and Certified Financial Planner, Adam works with our clients to look at their overall financial picture and help them plan for the future; this could include retirement, business succession, tax, estate planning, children's education and any other short- or long-term goals you may have. A financial plan is included as part of the service we provide our clients and helps to integrate insurance and investments into that plan.
Speciality
Mutual funds, estate planning, investing, GICs, risk management, income replacement, disability, group, business succession, life insurance, segregated funds
Hobbies
Adam loves golf and soccer.
Location
Edmonton
EmailBen Schotte
Associate Insurance Advisor
Speciality
Business insurance, home insurance
Location
Edmonton
EmailFrances Sitek
Associate Insurance Advisor
Frances brings over 12 years of expertise in insurance matters, having joined August Insurance Group Inc in 2022. With a strong commitment to delivering exceptional customer service, Frances is dedicated to offering precise and prompt guidance to safeguard our clients and their most valued assets.
Speciality
Business auto insurance, auto insurance, home insurance
Hobbies
Outside of work, Frances finds joy in exploring the landscapes of western Canada and the western United States with her husband and two children.
Location
Edmonton
EmailGenoa Valle
Associate Insurance Advisor I
Genoa has a passion for service and loves connecting with her clients. She provides insurance solutions for home, auto and event liability. Genoa has a background in small business and restaurant management. She found her true calling in 2015 when she became an insurance agent and has since obtained her Level 2 General Insurance Licence. She joined August Insurance Group Inc in 2022. The best part of her role is providing the advice and solutions her clients need to feel confident about their financial future.
Speciality
Auto insurance, business auto insurance, home insurance, event liability
Hobbies
Gardening, volunteering, arts and crafts, spending time with family
Location
Edmonton
EmailJennifer Hall
Associate Insurance Advisor
Jennifer was born and raised in Edmonton and has been working for August Insurance Group Inc. since 2017. Jennifer is passionate about helping clients with their business, home and auto needs. Insurance has been a great fit for raising her two kids and balancing work with her hectic life.
Speciality
Business insurance, business auto and fleet auto, home and auto insurance
Hobbies
Skiing, decorating and spending time at her place in the mountains
Location
Edmonton
Email*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.