COURTNEY WELLS

Administrative Assistant

Manulife Securities Incorporated

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.

She has moved back to Kelowna to work alongside Trevor and Susan as their Investment and Insurance Assistant.

 

On her spare time, Courtney enjoys road biking, camping and spending time with her family and friends in the beautiful Okanagan

 

Direct Phone: (236) 420-5831

Manulife Securities Incorporated is a Member of the Canadian Investor Protection Fund. Manulife Securities Investment Services Inc. is a Member MFDA IPC

Manulife, Manulife & Stylized M Design, Stylized M Design and Manulife Securities are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.
Manulife Securities Incorporated / Manulife Securities Investment Services Inc. The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which Manulife Securities or its Advisors are not appropriately licensed or registered or where any Product or Service is not eligible for sale. Details are available on request.

* Manulife Securities related companies are 100% owned by The Manufactures Life Insurance Company (MLI) which is 100% owned by the Manulife Financial Corporation a publically

traded company. Details regarding all affiliated companies of MLI can be found on the Manulife Securities website www.manulifesecurities.ca

Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated.  Mutual Funds are offered through Manulife Securities Investment Services Inc.

Insurance products and services are offered through ClearPath Wealth Management Inc.  Banking product and services are offered through referral.

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