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    Posted April 12, 2014 by
    chloealker

    Westward Group for Tax and Estate Planning Advisors Implementation Team

     

    Grant Twitchett :: Chief Operating Officer

    Grant is a licensed insurance agent with over 15 years of experience in the financial services industry. He is pivotal in the organizational structure of the office and is responsible for seeing all corporate projects through to completion. Grant was also instrumental developing The LifeStep Process and is heavily involved in the underwriting department, liaising with clients and managing their file through the underwriting process.

    Kal Sahota :: Client Relationship Manager

    Kal is an integral part of the Westward team. She reviews all cases moving through The LifeStep Process, and ensures that our team meets with valued advisors and valued clients at each milestone in the process. Kal has been in the financial services industry for over 20 years and has held key roles with HSBC as Manager, Investment Services, with CIBC as Financial Advisor and, most recently with Standard Life as Sales Manager, Western Region. She has held both IDA and MFDA licenses, and is a BCIT graduate in Finance.

    Mina Tabei :: Executive Coordinator

    Mina has worked with Westward since July 2010. She is instrumental in the day to day administration of the sales team and manages Rob Darnbrough’s schedule. She also works closely with Rob and Kal Sahota in managing client files and ensuring client expectations are met while maintaining close communication with other departments to ensure seamless workflow. Mina has a B.A in Business Administration from SFU and is the Country Director of a non-profit community development organization based in Africa.

    Michael Li :: Tax Senior Associate

    Michael Li has worked for Westward since April 2007. He is mainly responsible for strategy maintenance, preparing The Performance Optimizer annual reviews for clients and advisors and loan renewal documentation. Michael is a member of the Certified General Accountants Association of Canada.

    Mike Blaney :: Life Underwriter

    Mike is our Life Underwriter. As part of the Underwriting team he helps manage all aspects of the underwriting process. Mike works closely with clients, insurance companies, and Westward staff to ensure that policy applications are managed efficiently and with the utmost professionalism

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