Island Savings

Our Personal Insurance Advisors

 

Our Island Savings Insurance Services team of highly accredited financial planning experts serves Island communities from downtown Victoria to Cedar, from Salt Spring Island to Lake Cowichan. To locate a Personal Insurance Advisor near you, find your local branch in the list below:

Brentwood Bay
Paul Reese

Douglas & Broughton
Paul Reese

Mayfair
Paul Reese

Tuscany Village
Paul Reese

Jubilee
Paul Reese

WestShore
Paul Reese

Mill Bay
Paul Reese

Duncan area
Dana Jackman

Lake Cowichan and Chemainus
Dana Jackman

Cedar
Garret Gildersleeve

Woodgrove
Garret Gildersleeve

Ladysmith
Garret Gildersleeve

Salt Spring Island
Paul Reese

Pender Island
Chris Gerow

Management Team
Lynn Tetarenko,Adrien Rota

Administrative Assistant
Trish Fox

 

Meet our Personal Insurance Advisors

 

Chris Gerow

Senior Advisor, Investments
Island Savings Insurance Services
Credential Asset Management Inc.

Phone:
250-413-2025  |   Email: CGerow@islandsavings.ca

Serving: Island Savings’ Pender Island branch

Chris was born and raised in Victoria and plans on being a lifelong resident. He has worked in the financial services industry since 2011 and holds the Registered Retirement Consultant designation from the Canadian Institute of Financial Planning. He has completed the Canadian Investment Funds course and holds his Life Insurance License. Chris specializes in building comprehensive financial plans for members. He believes that with a detailed plan that is reviewed and updated regularly, members will have the financial resources they need to realize their goals and stay on track. Chris strives to deliver exceptional member experience through hard work, trust and integrity. His favourite part of his job is the long-term relationships he gets to build with members. He takes great satisfaction in seeing members achieve financial success and peace of mind. In his free time, Chris enjoys giving back to the community and volunteering with local organizations and charities.

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Garret Gildersleeve

Advisor, Personal Insurance and Investments
Island Savings Insurance Services
Credential Asset Management Inc.

Phone:
250-912-7709  |   Email: GGildersleeve@islandsavings.ca

Serving: Island Savings’ Woodgrove, Ladysmith and Cedar branches

Born and raised on Vancouver Island, Garret lived in Port Hardy for many years before moving back to Nanaimo. He studied finance at Vancouver Island University and holds his life license as well as his mutual funds license. Prior to joining Island Savings, Garret worked at a major insurance company where he provided comprehensive financial planning for business owners and individuals. He specializes in risk management solutions for families and business owners as well as tax advantaged retirement planning. He enjoys building relationships with members and delivering solid financial advice to help them grow and protect their assets. Outside of work, Garret enjoys the outdoors and staying active with his family.

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Dana Jackman, CFP

Senior Advisor, Personal Insurance
Island Savings Insurance Services

Phone:
250-746-2953  |   Email: DJackman@islandsavings.ca

Serving: Island Savings’ Chemainus, Cowichan Commons, Duncan Centre and Lake Cowichan branches

Dana has lived in Duncan her entire life and has been with Island Savings since 1998. She is a Certified Financial Planner ®Professional and has her Life Insurance License. She specializes in family and corporate insurance, estate planning & protection, equalization and distribution, risk protection and investments. Dana enjoys meeting people and helping them put their plans on track by creating unique solutions for each and every member using a needs-based approach.

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Paul Reese

Senior Advisor, Personal Insurance
Island Savings Insurance Services

Phone:
250-743-5573  |   Email: PReese@islandsavings.ca

Serving: Island Savings’ Brentwood Bay, Douglas & Broughton, Mayfair, Tuscany Village, Jubilee, WestShore, Mill Bay and Salt Spring branches

Paul has lived on Vancouver Island for most of his life and has been with Island Savings for 18 years. He studied Education at the University of Victoria and has worked in the financial services industry for over 27 years. Paul specializes in family coverages, retirement and estate planning, and business and succession planning. He is passionate about helping people and his favourite part of his job is building long-term relationships with members. In his free time, Paul enjoys being active in community events and organizations.

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Lynn Tetarenko

Assistant Vice President, Financial Planning & Advice

Phone:
250-746-2935  |   Email: LTetarenko@islandsavings.ca

Lynn has over 17 years of experience in the financial services industry in both advisory and management positions. She also has five years of experience in marketing and sponsorship. As Assistant Vice President, Financial Planning & Advice, Lynn is responsible for providing leadership, strategic direction and coaching to the Wealth Management sales & service teams. She also manages Island Savings’ relationship with Credential Financial Inc. Lynn is passionate about ensuring our members have a remarkable financial planning experience, and takes pleasure in knowing that our advisors are making a difference in the financial lives of our members. Lynn lives in the Cowichan Valley with her husband. In 2014, she climbed Mt Kilimanjaro and raised almost $30,000 for the Alzheimer’s Society of BC in memory of her father and grandmother.

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Adrien Rota

Wealth Coordinator

Phone:
250-748-4728  |   Email: ARota@islandsavings.ca

Adrien is a long-time resident of the Cowichan Valley. She’s been with the credit union for 23 years and with the Wealth Management team for a decade. Adrien holds her Branch Compliance Officers Course, Investment Funds in Canada, as well as her Associate of Commerce (Finance). From our Regional Office in Duncan, Adrien serves as the liason between Island Savings and Credential, managing reporting, registrations, licensing and compliance. Outside of work, she enjoys spending time with her family at the local ice arena and dance studio.

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Trish Fox

Administrative Assistant, Personal Insurance

Serving: Island Savings’ Mayfair, Mill Bay and Salt Spring Island branches working with Paul Reese

Trish was born in Holland and has lived in Alberta and all over B.C. She joined Island Savings in 2011 as an Advisor, Personal Banking in Mill Bay, where she built close relationships with her members. Trish has completed the Fundamentals of Personal Financial Planning course and Bookkeeping Level I and II, as well as the Residential Mortgage and Consumer Lending courses offered through Dalhousie University. Her favourite part of her job is building relationships and being part of a team that helps members achieve their financial goals.

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