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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 Inc.
  • 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, CFP, CIM, FCSI, PFP

Financial Planner, Investment Advisor and Insurance Representative

  • Qtrade Advisor at SunCu Financial Services Inc.
  • Qtrade Top Advisor Award 2014-2017
  • Over 15 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
 
 

We are always here to help

 
 

*Insurance services provided by Sunshine Coast Insurance Services Inc. The Co-operators® used by Co-operators General Insurance Company under license from The Co-operators Group Limited. For more information, visit www.cooperators.ca.

Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a divsion of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. Financial planning services are available only from Qtrade Advisor investment advisors who hold financial planning accreditation from applicable regulatory authorities. Insurance products are offered through SunCu Financial Services. Find out more about your Advisor: visit IIROC AdvisorReport