ABOUT
INSURE WEALTH
Insure Wealth Group, Inc.
Insure Wealth Group is comprised of a team of wealth management specialists that cater to business owners and high net worth clients. We help them create a personalized plan to make their money work for them and continue to grow.
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For over two decades, the team of specialists at Insure Wealth have helped individual and corporate clients create effective wealth management strategies, from tax-efficiency to insurance and investments. You tell us what you need, and we find the best way to make it happen!
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We have an extensive network of over 14 companies to choose from when tailoring your personalized insurance or investment plan, offering you more options than most firms with a deep pool of professional experience.
Meet The Team
Jason Netherton, CLU
Chief Executive Officer, CLU
Founder & Active Partner
Jason began his career in 1999 with Mutual Group and now brings over two decades of deep experience in helping clients make their money work for them.
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Today, Jason continues to build relationships with clients who benefit from his tremendous experience in segregated funds and life, disability, and critical illness insurance planning with a focus on business owners and high net worth clients.
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Jason is a member of ADVOCIS and acquired his CLU designation.
CLU's are elite advisors raising the bar in the areas of risk management, wealth creation & preservation, estate planning, and wealth transfer.
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Lisa Jaffary
Chief Operating Officer, Health Trust Specialist & Active Partner
Lisa has been helping individuals and business owners with their insurance planning since 1990. Lisa is a vital part to our team as she specializes in health trusts and helping local business owners through insurance planning.
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She works with the majority of accounting firms in Kelowna. Lisa co-writes the column ‘Dollars & Sense’ in the Kelowna Daily Courier.
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In addition to her local presence in the community, she is ranked nation-wide as top 3 in her field of health trust planning.
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Phone: 1-236-766-0819 Ext. 108
Des Jenic
Chief Business Officer & Active Partner
Des has been a self-employed business owner of multiple businesses for 50 years.
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Des has knowledge and management experience working with insurance, financial planning, growth and development, franchising, leasing and real estate.
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His commitment to Insure Wealth is to aid in corporate and personal structuring and protection.
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Darla-Rae Jenic
Chief Services Officer & Active Partner
Darla-Rae has a wide range of management skills as owner/operator of multiple fast food franchises. With over 20 years of experience, she oversaw the day-to-day operations, staffing and customer service.
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Darla-Rae uses her communication and leadership skills for problem-solving and team building.
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Darla-Rae was born and raised in Saskatchewan with entrepreneurial parents who owned many businesses.
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Darla-Rae is a Certified Personal Trainer and teaches group fitness classes. She enjoys being outside and hiking in the Okanagan.
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Samantha (Sam) Badminton
Chief HR and Services Officer
Sam oversees human resources and business services for IWG Corporate Services.
She has a background as a Paralegal with over 14 years experience in Law Firms in the Okanagan and over 24 years experience in various business/corporate positions.
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Sam’s expertise is in human resources, business administration and office & people management, keeping workflow running smoothly and efficiently.
In her spare time, she loves being in the outdoors, hunting, camping, and snowmobiling with her family.
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Ken Deines
Bookkeeper & Controller
Ken has over 20 years of experience as an Accountant working in various fields, including manufacturing and oil & gas and as a controller for a government contracting firm in North Carolina.
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He has a Business Administration diploma from Mount Royal College and a Bachelor of Commerce with a major in accounting from the University of Calgary.
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He joined Insure Wealth Group in November 2020, Ken brings a wealth of knowledge to our client's financial reports.
In Ken’s spare time he enjoys camping, fishing, hiking and spending time with his family.
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OUTSIDE CONSULTANT
Chris Geldert
CPA, CA, Tax & Estate Consultant
Chris received his Chartered Accounting designation in 2000 and completed the Canadian Institute of Chartered Accountants In-Depth Tax Course. He was a tax manager with a major accounting firm, specializing in tax planning for high-net worth individuals.
In 2003 Chris joined the insurance world as a Tax & Estate Planning professional; first with Standard Life and later Transamerica Life Canada. In this role he specialized in assisting advisors develop and implement insurance related strategies.
Chris became an independent insurance advisor in 2012 and is licensed from B.C. to Ontario.
Chris continues to develop and implement strategies to create, protect and transfer wealth for business owners and other high-net worth individuals. Chris provides the technical accounting background for our Insure Wealth Group Inc. clients.
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OUTSIDE CONSULTANT
Gurpreet (Gary) Lidhar
CPA, CA Principal, G. Lidhar CPA Inc. Chartered Professional Accountant
Gary Lidhar, CPA, CA is very experienced in providing tax and accounting services to a wide spectrum of small to medium size businesses in various industries. This includes professionals, manufacturing, construction, restaurant, retail, automotive and farming industry.
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Gary obtained the Chartered Accountant designation in April 2010 and has also completed the CICA Tax In-Depth Course. With over 10 years in public practice, working at national accounting firms, Gary formed his own accounting firm in January 2018.
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Gary specializes in corporate restructuring, setting up holding companies, winding-up or amalgamation of companies, sorting out complex tax matters, advising on purchase or sale of business, estate planning and helping with CRA audits.
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Gary is passionate about providing his clients with a professional and personable service. Gary understands and appreciates the value of time and strives to be easily accessible to his clients.