About Us

As professional insurance advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your insurance plans, we have the experience and resources to meet your needs.

We do NOT charge fees for our services. Our fees are paid for by the insurance companies that we use for providing the products and services that our clients use.

Ted Lee

Insurance Advisor

Ted Lee started his financial career while attending Kwantlen Polytechnic University and grew his mutual fund book of business to $10 million before retiring from securities industry to concentrate on the retirement and estate financial industry.

He graduated in May 2003 with a Bachelor Technology (IT) degree. He also holds diplomas from Capliano University College (1986) in North Vancouver, BC and Diver's Institute of Technology (1978), Seattle, WA.

In September 2005 he completed the Life Long Qualification Program (LLQP) and obtain his insurance licence.

Ted's main focus is to help people from his experience with investing, protection of wealth and taxation. He has leaned the principles of passive investing and "Getting ahead by not losing" concept.

He lives with his wife Jenny of over 25 years, three daughters, attending elementary and post-secondary schools.

He has been awarded the Certificate of Merit from the Vancouver Police Force (1974), UNEF II medal from the United Nations (1977), awarded the 1988 Nobel Peace Prize Diploma and Canadian Peacekeeper Service medal (1992).

He currently volunteer as a director on many real estates’ strata and other non-for-profit organizations.

His hobbies include geocaching, amateur radio, and world wide travelling.

Pearl Tingle

Insurance Professional and Legacy Planner

Pearl Tingle has been in the financial service industry for more than 28 years. After leaving the Early Childhood Education field, she started her career helping young families in British Columbia save for their retirement by showing them how to buy term life insurance as opposed to whole life insurance, and invest the difference. She later added Investment mutual Funds advising to her practice.

She now concentrates more on the Life side of her businesses as an Insurance Professional representing all the major insurance companies in Canada. She is helping her clients throughout BC take hold of their financial future by providing advice regarding a wide variety of strategies such as:

  • Insurance products and solutions
  • Mortgage protection
  • Life and disability insurance
  • Guaranteed income products and solutions
  • Investment solutions and strategies
  • Income for life
  • Goal oriented investing
  • Business continuation strategies
  • Legacy/estate planning
  • Tax saving strategies

Pearl has a degree in Early Childhood Education and has completed most of the necessary courses towards her Certified Financial Planner designation.

Pearl served previously as a board member and later Chair of the Canadian National Baptist Foundation Canada and as a Trustee on the board of the Southern Baptist Seminary & College. She is an active member of her church in the areas of teaching and strategic planning.

She also spearheads fund raising efforts in the community for distressed areas in the Caribbean.

Pearl lives in Surrey BC. When not working at helping her clients; she enjoys photography, travel and music and politics.