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Warren Kowbel
CFP®
Financial Advisor*
Mutual Fund Investment Specialist**
As every client situation is different, Warren takes the time to fully understand your unique values and goals. Relying on his previous experience practicing law and supporting charity, he will engage you and your professional advisors to provide the best tax-advantaged solutions and help you reach your own definition of financial success.
Warren's in-depth knowledge and trustworthy demeanour are valuable assets in building relationships with a wide range of clients whether it's young couples starting out, middle-aged couples preparing for life's next adventure, families discussing philanthropic ideas, or business owners and professionals tackling more complex financial needs. Warren's unique process will lead to the best possible outcome for you and what you care about most.
Speciality
Retirement and financial planning
Life insurance and income replacement
Estate planning
Investments and wealth management
Hobbies
Warren and his wife Laurie love to travel with recent trips to Tuscany and Maui. They have two adult children pursuing higher education in Kingston, Ontario and Calgary, Alberta.
Location
Surrey
EmailAruna Patel
CIP
Associate Financial Advisor
Aruna has been our office manager for 15 years with Co-operators. She specializes in business and farm insurance, as well as life insurance.
Hobbies
In her spare time, Aruna volunteers to feed the hungry at Vancouver's downtown East side.
Location
Surrey
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.
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