What can we help you with?
Mutual Fund Investment Specialist**
Willa has been working in the insurance industry since 2004. She is a CFP® professional in financial planning. She also obtained her CLU® designation in 2020. Willa understands financial planning can be complicated. She is glad to listen to clients' needs, work together, and guide them through each of the steps. Her specialties include cash flow/budgeting plans, as well as finding effective solutions in the areas of risk management, wealth creation/preservation, estate planning, and wealth transfer – for individuals, business owners and professionals. Willa has a stylish taste and likes playing golf and swimming. She speaks English and Mandarin.
Associate Insurance Advisor III
Andrea has been with Co-operators for over seven years and specializes in Home and Business insurance. She believes in getting to know her clients and building strong relationships to provide the best advice to suite their unique insurance needs. Andrea believes that putting her clients first and maintaining a high level of professionalism is what makes clients eager to refer her to their family and friends. She is bilingual in English and Cantonese. On her days off, Andrea spends most of her time with her husband and two young children. She loves to travel, garden and spend time with her friends and family.
General Insurance Advisor
Robert has been with Co-operators for 15 years as a Commercial Insurance Advisor. He has extensive experience working with non-profit and co-operative organizations for their Business insurance needs. Robert is a people person who enjoys building relationships and learning from others. He’ll help you set up the best plan to protect your business. Robert is a foodie who enjoys travelling and drinking wine. He is also an avid sports enthusiast who loves volleyball, tennis, and hiking. Robert speaks Laotian/Thai, as well as English.
Suneeta is our Office Manager and has over 16 years of professional experience in the insurance industry. She specializes in Business, Home, and Course of Construction insurance. Suneeta works from a customer-oriented approach and looks forward to working with you in the future to help meet all your insurance needs. She is dedicated to providing her clients with a detailed and thorough understanding of their insurance coverage, and is confident that she will find the best fit possible. Suneeta understands that insurance can be overwhelming, and she makes sure that your experience is as seamless and easy as possible. During her downtime, Suneeta enjoys spending time with her family and friends, relaxing with a good book and enjoying a sweet treat here and there.
*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.
The ICBC Autoplan logo is a trade-mark of the Insurance Corporation of British Columbia. All rights are reserved by the Insurance Corporation of British Columbia