Andrej Kopac
Insurance Advisor
CFS Wealth Management Inc.
Meet Your Insurance Advisor
Andrej Kopac
Andrej Kopac brings our team 20+ years of successful Business, Marketing and Project Management experience. The last half dozen years of his advertising career saw increasing exposure to marketing financial products, including banking, robo-investment and regulatory firms, culminating in program management for one of the world’s larger international banks. That work re-ignited his passion for financial analysis and products and led to his dedication to better understanding investment and insurance products.
After completing certifications via the Canadian Securities Course exams and the Life License Qualification Program, Andrej was licensed to sell Life, Accident & Sickness Insurance and related Life Insurance-based investment products. Being an independent broker allows Andrej to offer the best-matched and priced product in the market for any of your insurance-based needs. MGA, HUB Insurance, and connections add to an experienced investment and financial planning expert network. So no matter the topic, Andrej can ensure the right people are brought on board.
Financial planning doesn’t have to be intimidating. It all starts with a simple conversation about needs and goals and putting an achievable plan in place. Having been on both sides, Andrej is well-situated to help talk you through what you want out of your finances. Let’s talk!
Product Offerings
Click the button below and get the insurance coverage you need!
Term Insurance
The most affordable way to mitigate risk.
Accident & Sickness Insurance
Protect yourself from loss of income in case of injury or illness.
Extended Medical Insurance
Coverage to reduce healthcare costs.
Group Policies
For employers and associations to offer group benefits.
Whole Life Insurance
To protect your estate.
Participating & Unlimited Life Insurance
To balance asset protection and investment growth.
Segregated Funds
Unlimited potential growth combined with risk mitigation.
Annuities
Reliable income from investments or retirement plans.
Business Overhead Coverage & Insurance
Reliable income from investments or retirement plans.
Contact Andrej