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® RIS
Investment Advisor, Aviso Wealth
Wealth Advisor, 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
Get in touch with Tracy:
C: 604.885.3792
John Georgescu, CFP®, CIM®, FCSI®, PFP®
Portfolio Manager, Aviso Wealth
Wealth Advisor, SunCu Financial Services Inc.
- Over 15 years experience advising clients and members
John helps clients:
- Tailor traditional or sophisticated 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
- Portfolio construction and discretionary investment management based on clients’ goals, risk tolerance, investment timeline and income needs. This approach helps my clientele find peace of mind so they can focus their energy on quality time with family, trips around the world or other lifestyle pursuits.
Get in touch with John:
Sukhi Dhaliwal, CFP®, RIS
Investment Advisor, Aviso Wealth
Wealth Advisor, SunCu Financial Services Inc.
- Over 17 years experience as a Financial Advisor
Sukhi helps clients:
- Feel valued and empowered to meet their financial needs through education and knowledge sharing.
- Develop and implement holistic financial plans that will help them along their path towards their goals.
Get in touch with Sukhi:
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 and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
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