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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†
  • 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
​Call Today

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