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Gregory Clark
CFP® , MBA
Financial Advisor*
Mutual Fund Investment Specialist**
Greg has been a Financial Advisor and owner with Co-operators since 2007. He graduated from NAIT with a Business Administration Diploma in Marketing in 2002. Directly after graduating, he worked in sales, business-to-business commerce and account management before joining Co-operators in Fort McMurray. Since graduating from NAIT, Greg has completed numerous courses and designations and holds his Certified Financial Planner (CFP) designation.
As the new owner of Westgate Perma Insurance Ltd., Greg brings a competitive spirit and an entrepreneurial attitude and intends to continue reaching for excellence by adding the legacy the agency already has in its more than 30 years in the Edmonton community.
“My business is client-focused and centred. I want to help my clients have financial security for their future by providing them with the best service and products available. I value my clients and work with them to meet their individual needs by providing unique solutions to their risk management. At Westgate Perma Insurance Ltd., we offer auto, home, life, business and group insurance, as well as investment products – all the insurance coverage and investments my clients could need.” – Greg
Westgate Perma Insurance Ltd. is part of Community Guard, a company-wide initiative to supply affordable coverage for non-profit organizations. As a strong believer in contributing to his community, Greg appreciates Co-operators connection to the community. He has been involved with various charities but is most committed to a not-for-profit youth organization called Young Life. This organization values and respects all young people and strives to make them feel welcomed and accepted.
Greg specializes in client reviews, risk analysis, business sales, life insurance and investments. For ALL your insurance needs, contact Greg at Westgate Perma Insurance Ltd.
Speciality
Estate planning. life insurance, critical illness insurance, disability insurance, investments, business insurance
Hobbies
Mountain biking, Oilers, family
Location
Edmonton
EmailAdam Brinton
CFP® , CLU®
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
EmailCrystal Jolicoeur
CFP®
Associate Insurance/Financial Advisor
Crystal has been with Co-operators for over 17 years. She has a bachelor's degree and holds a Certified Financial Planning designation.
Crystal provides exceptional service to our clients and is very knowledgeable.
Speciality
Business insurance, business auto, life insurance, disability insurance, mortgage life insurance, term insurance
Hobbies
Music, concerts, travel
Location
Edmonton
EmailDean Coe
CIP
Associate Insurance Advisor
Dean is a highly dedicated and qualified professional who joined Co-operators in 2019 after completing his diploma in Insurance and Risk Management from Grant MacEwan University. He is committed to providing exceptional services to his clients and is known for his prompt, friendly and reliable approach. He has obtained the Chartered Insurance Professional (CIP) designation, a highly-regarded certification in the insurance industry that is recognized for its stringent standards of professionalism and expertise.
For a business insurance quote, contact Dean at 780-784-4746.
Speciality
Auto insurance, home insurance, business insurance, skilled trades insurance and Community Guard.
Hobbies
Golf
Location
Edmonton
EmailJessie Martel
Associate Financial Advisor
Jessie has been with Co-operators for over 15 years. She started working on Gregory's team when they were both in Fort McMurray. When Gregory moved to take over the office in Edmonton, Jessie managed operations in Fort McMurray before moving south to start a family. We were very pleased to have her join our team once again at Westgate Perma Insurance Ltd.
Jessie is experienced in auto, home, business and life insurance. Clients most often compliment Jessie for her helpfulness and friendly demeanour.
Speciality
Life insurance, business insurance, home insurance, auto insurance, travel insurance
Hobbies
Mountain biking, camping
Location
Edmonton
EmailKaren Strong
Associate Insurance Advisor II
Karen has been with Co-operators for over 21 years. She got her start in Bonnie Ville, Alberta. We were fortunate to have Karen join our team in 2022 and she has been a great addition.
Karen is highly knowledgeable in home, auto, farm and business. Customers often connect with Karen instantly, as she is friendly to everyone.
Speciality
Auto insurance, home insurance, business insurance
Hobbies
Karen has a passion for the autism community and is a proud mom of an amazing boy, who is autistic.
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.