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Insurance
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Investing & Retirement
Insurance
Our dynamic team of Insurance Advisors and Partners will help you navigate the complexities of insurance and find the right coverage to fit your needs
Our Advisors & Partners will:
- Give you a clear picture of the insurance options and assess your specific needs, providing you with easy-to-understand advice
- Take into consideration unique situations like self employment, investment property, disability
- Meet at your convenience and find the best plan for you
Meet your Advisors
SunCu Financial Services Inc.
Tracy Cousins, CFP®
Financial Planner
- Investment Advisor & Insurance Representative
- Qtrade Advisor at SunCu Financial Services†
- 30+ years experience in Financial Services
Tracy helps clients:
- Achieve a state of affluence: independence, peace of mind, and the ability to make confident, purposeful financial decisions
- Consider their entire financial and personal situation holistically, from their taxes to their estate wishes
- Feel secure and confident with expert insurance coverage advice
Get in touch with Tracy:
Call: 604.885.3792
John Georgescu, CIM, FCSI, PFP
Investment Advisor & Insurance Representative
- Qtrade Advisor at SunCu Financial Services Inc.†
- Qtrade Top Advisor Award 2014-2017
- Over 10 years experience advising clients and members
John helps clients:
- Tailor traditional or sophisticated insurance and investment strategies to meet their specific needs
- Build a holistic plan that maximizes their financial resources, reduces debt, and provides solutions to achieve the financial goals and dreams that are most important to them
Get in touch with John:
Call: 604.885.3792
Ready to get started?
Connect with a SunCu Advisor
Trust the financial experts at Sunshine Coast Credit Union’s wealth management subsidiary, SunCu Financial Services Inc. to help you develop a comprehensive insurance plan. Coverage includes:
- Life insurance
- Disability insurance
- Critical illness and long-term care
Connect with Sunshine Coast Insurance Services Inc.
As a Sunshine Coast Credit Union member, enjoy exclusive savings and enhancements to your insurance with convenient access to ICBC through your Co-operators®* Insurance Advisor. Benefits include:
- Discounts on home insurance
- Enhanced home insurance coverage
- 10% discount on travel insurance