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

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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