Our centralized advice team is ready to help.

Have a transaction to complete, question about your policy, or need to book an appointment? Our centralized advice team of Vancity Insurance Specialists are ready to assist you.

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604-707-4296 | 1-877-707-4296


Mobile Wealth Protection Specialists

Looking for personalized service? Our team of mobile Wealth Protection Specialists have extensive experience in building customized insurance plans. They’re available to meet with you, one-on-one, to help you meet your financial goals.


Coquitlam to Chilliwack

Language: English

Bonnie has over 26 years of service experience with 17 years focusing on insurance protection and planning. Her extensive experience includes working for Freedom 55 (London Life), HSBC Bank Canada and Canadian Direct Insurance, in addition to her own Financial Planning business. Bonnie’s expertise includes charitable giving solutions, and business succession planning, including key person and buy/sell agreements.

I am committed to excellence and live by my core values of integrity, truth and trust.


Burnaby, Surrey, Tsawwassen, Richmond

Languages: English, Danish

Marty has been in the insurance industry since 2000, with extensive expertise in self-employment and business insurance. Prior to joining Vancity, Marty began his insurance career at Worldsource Financial, after working for several years as a golf professional at Shaughnessy Golf & Country Club. He is passionate about working individually with members, while providing exceptional customer service.

I value the importance of a custom-made plan for each member to ensure that members are protected—no matter what situation arises.


Fadi Moodad, B.Comm., CIP, CAIB

fadi_moodad@vancity.com

604-340-3585

Vancouver, North Shore, North Burnaby, South Burnaby

Language: English

Fadi has been working in the insurance and financial services industry since 1992, and has been with Vancity Life Insurance for over 23 years. He has training, experience and expertise in all lines of insurance but his specialty is in life insurance and living benefits products.

I believe in building long-term relationships with members I serve, ensuring that they have the right amount of life insurance protection-and the right kind-at the right price.


Vancouver

Languages: English, Cantonese, French

Ed has been in the insurance and financial services industry since 2000, specializing in life insurance and living benefit products. He was previously a teacher with the East York Board of Education and an Account Manager with Apple & Unisys. He can provide assistance with both personal and business insurance, with a focus on business succession planning, retirement plans, key person insurance and partnership buy sell agreements.

I love helping members overcome the most difficult times in their lives with plans that they understand.