Rachel Darveau, your dedicated financial advisor specializing in life, disability, critical illness, and investments, is here to guide you toward a secure financial future. Rachel’s journey in insurance, which began in 2015, is deeply rooted in her personal experience. Overcoming disability after a life-altering accident, she knows firsthand the transformative power of insurance.

Committed to safeguarding dreams for individuals, families, and entrepreneurs, Rachel brings a unique perspective on asset protection and goal attainment. Her proven track record and expertise in navigating insurance complexities ensure you receive tailored solutions to meet your needs.

Beyond her financial prowess, Rachel enjoys baking, infusing creativity and precision into her culinary creations. Her famous chocolate truffles reflect her dedication to perfection, mirroring her approach to insurance.

As your trusted advisor and Assistant Vice President of French Relations, Rachel Darveau ensures you can confidently face life’s uncertainties, knowing your financial future is in the hands of someone who understands the importance of protecting what matters most and savoring life’s sweet moments.

Introducing Mukesh Kumar, an esteemed insurance advisor whose wealth of experience underscores his dedication to securing his clients’ financial futures. Mukesh’s journey in the insurance industry has been defined by his unwavering commitment, diligence, and a steadfast focus on assisting individuals and families in safeguarding their assets.

With a profound understanding of the intricacies of insurance, Mukesh possesses the expertise to deliver tailored solutions that address the unique needs of his clients. His ability to navigate complex insurance landscapes and provide personalized advice sets him apart as a trusted advisor.

Beyond his technical proficiency, Mukesh brings a compassionate approach to his interactions with clients, prioritizing empathy and superior service. Recognizing that insurance is about more than policies—it’s about people and their aspirations—Mukesh ensures that every client feels heard, supported, and empowered throughout their insurance journey.

Mukesh’s commitment to excellence and exceptional customer service has earned him the esteemed position of Assistant Vice President at SpencerKatz Financial. With Mukesh Kumar as your insurance advisor, you can have confidence knowing that your financial well-being is entrusted to a seasoned professional who values your goals and dreams as much as you do.

Meet Shaun Veness, your seasoned life insurance advisor with over a decade of expertise serving Canada. Shaun’s journey in the financial services industry began in his mid-twenties, igniting his passion for securing the financial futures of families, individuals, and businesses. With years of insurance knowledge under his belt, Shaun now serves as our Director of Training, sharing his wealth of experience to empower others.

In addition to his financial prowess, Shaun is a sports enthusiast, deeply passionate about hockey, baseball, and golf. As a Calgary native, he treasures the bonds of family and friends, finding immense joy in their company. Shaun firmly believes that effective communication and strategic planning are the cornerstones of financial security and future success. By teaming up with Shaun, you can conquer financial challenges and pave the way for a secure and prosperous future.

(Sharon) Michelle Nyilas has been a loyal, reliable asset in the Financial Services Industry for over two decades. She is your guiding star in the world of finance. Her journey began in 2002 with one of the Big Five Banks, where she climbed the ranks from Customer Service Representative to Trust Associate, showcasing her dedication and expertise. In 2009, Michelle ventured into the realm of Insurance and Investments, specializing in Group Benefits, and later explored small business banking as a Small Business Lead.

However, Michelle’s true calling emerged when she became Director of Customer Education at SpencerKatz Financial. Drawing on her extensive background, she has made it her mission to “insure the uninsurable” while helping clients grow their wealth at a risk level they’re comfortable with. Beyond finance, Michelle is an aficionado of Tudor-era England literature, a connoisseur of 1980s action films, and a creative soul who enjoys painting ceramics. With her vast knowledge and directorship, Michelle Nyilas is not just a financial expert; she’s your dedicated partner in financial literacy and empowerment.

Introducing Corinna, a dedicated and seasoned financial advisor with over 12 years of experience in the insurance industry. Her career journey began with a focus on home and auto insurance, where she acquired valuable expertise in claims and recovery processes. As her passion for providing comprehensive financial solutions grew, Corinna transitioned into her current role as a Financial Advisor specializing in Life and Health Insurance, as well as Investments. With four years of dedicated service in this capacity, she brings a wealth of knowledge and insight to her clients, guiding them through the complexities of the ever-evolving financial landscape.

Corinna is distinguished by her unwavering commitment to realizing the dreams and financial aspirations of families and individuals alike. Recognizing the significance of insurance and investment strategies in today’s uncertain world, she provides her clients with experienced and skillful guidance tailored to their unique needs. With Corinna as your Combined Sales Manager, you can trust in her expertise to craft the most suitable financial solutions, ensuring a secure and prosperous future for you and your loved ones.

Sabrina brings impressive experience and a refreshing combination of features. With many years in the insurance industry, Sabrina has demonstrated a commitment to excellence and a genuine passion for helping clients secure their future. Her professional journey is characterized by a goal-oriented mindset, relentless determination and unparalleled work ethic. Her dedication to finding the best insurance solutions for her clients is not just a profession, but a personal mission. What really sets Sabrina apart is her unique ability to combine efficiency and organization with a warm and empathetic touch. Sabrina’s creative spirit further enhances her business acumen, allowing her to approach insurance solutions from an innovative perspective. Outside the office, she spends quality time with her family and devotes herself to her passion for interior design, which is a testament to her commitment to creating beautiful, well-organized and harmonious environments – a reflection of her approach to helping clients.

Meet Edwin Henry, your trusted insurance advisor with a wealth of experience in the industry dating back to 2008. Edwin’s impressive career in insurance has not only made him a trusted professional but also a dedicated advocate for helping individuals and families realize their financial goals. With over a decade of experience, Edwin has skillfully crafted insurance solutions tailored to meet the unique needs of his clients. Much like composing a beautiful symphony, he meticulously orchestrates insurance plans that harmonize with your life’s rhythms. With Edwin as your guide, you can rest assured that your insurance needs are in capable hands, and your future is cared for with the same passion and precision he brings to his love for music.

An honest and knowledgeable insurance advisor, Vishal Vashisht is revered for his unwavering integrity and comprehensive understanding of the insurance landscape. His dedication to providing personalized guidance and tailored solutions has earned him the trust and loyalty of his clients, who rely on his expertise to safeguard their assets and futures.

Vishal epitomizes integrity, diligence, and a steadfast commitment to excellence.
Vishal is big on two things. 1) I will never undo the hard work you’ve already done. 2) I will complete an analysis and share gaps with you so that you can make an informed decision.

Remember, we don’t plan to fail, we fail to plan. A big thing to note, life insurance is not for you, it is for the lovely people you’re going to leave behind if unfortunately, you didn’t return home tonight.

Vishal is a multifaceted individual, with a diverse professional journey spanning over 17 years in banking & finance. Beginning his career as an advisor, moving up to pivotal roles such as branch manager and small business advisor. His astute financial acumen and dedication to client satisfaction have earned him a reputation as a trusted confidant and strategic partner in the realm of finance.

Furthermore, Vishal’s prowess extends to the realm of investments, where he serves as an invaluable resource for individuals seeking to optimize their financial portfolios and secure their long-term prosperity

Vishal co-owned and operated a thriving auto repair shop alongside two convenience stores with his wife, is a testament to his entrepreneurial spirit and ability to navigate the complexities of business ownership with finesse and determination.

Vishal is a devoted husband, a nurturing father to two adult sons, and is deeply committed to community service. For more than two decades he has been involved in various volunteer initiatives including Calgary Police Services, contributing to efforts aimed at enhancing community safety and cohesion. His hobby is traveling and he aspires to become a recreational pilot.

Tim has a wealth of experience. From retail sales management to non-profit leadership, Tim’s diverse background enriches his role at SpencerKatz Financial. But what truly sets him apart is his passion for personalized service.

Beyond his financial expertise, Tim finds inspiration in playing the guitar, harmonizing with his commitment to clients. He’s supported by his loving wife, Nancy, in both his musical interests, as well as his desire to help his clients. His peaceful and attentive nature allows for a natural empathetic evaluation of your circumstances. Rely on Tim for a sincere solution to meet your needs, with a melodious approach to securing your future and nurturing your unique aspirations.