SUSAN WELLS,  B.Comm

Marketing Assistant

Manulife Securities Incorporated

Life Insurance Advisor 

ClearPath Wealth Management Inc.

Susan graduated from the University of Calgary with a Commerce degree, majoring in Finance. 

Upon graduation she worked with a Swiss Bank as a financial analyst and then subsequently worked

in the Finance department of a large oil  and gas company. Taking time off after moving to Kelowna

to raise their four children, she returned to the Financial Services industry and has been working with

Trevor for over 20 years in both the Investment and Life Insurance and Living Benefits field. Having her

Life Insurance and Living Benefit License under the Insurance Council of BC her primary focus is taking care

of individual and corporate insurance policies. Working alongside with Trevor she is passionate in providing

a high level of service to prospects and clients in all aspects of the business.

In her free time she enjoys skiing and camping with her family and staying active with golfing and cycling.

She also likes spending time at their home-away from home in Rancho Mirage, CA

    Direct Phone: (236) 420-5831