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COURTNEY WELLS

Administrative Assistant

Manulife Wealth Inc.

ClearPath Wealth Management Inc.

Courtney graduated from the University of British Columbia Okanagan with a Business Management Degree.

 

After graduation she moved to Vancouver where she worked as a Sales Coordinator with a Mutual Fund company, gaining a better understating about the investment business.

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She moved back to Kelowna to work as an administrative assistant for Trevor Wells, Financial Planner at Manulife Wealth Inc. and Life Insurance Advisor at ClearPath Wealth Management Inc. She received her Insurance License in 2020.

 

On her spare time, Courtney enjoys spending time exploring the beautiful Okanagan with her husband Kai and their dog Alfie.

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Direct Phone: (236) 420-5831

Office Phone: (250) 860-6587

ClearPath Wealth Management is a trade name used to carry on business related to life insurance and stock, bonds and mutual fund products. Investment dealer dealing representatives (“investment advisors”) registered with Manulife Wealth Inc. offer stocks, bonds and mutual funds. Mutual fund dealing representatives (“mutual fund advisors”) registered with Manulife Wealth Inc. offer mutual funds. Insurance products and services are sold through ClearPath Wealth Management Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Additional disclosure information will be provided upon referral. Please confirm with your Advisor which company you are dealing with for each of your products and services. Manulife Wealth Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF). Manulife & Stylized M Design, Stylized M Design and Manulife Wealth are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates, under license.

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