Insurance planning services for members and families
The BCMA is excited to offer members complimentary insurance planning services from an experienced insurance advisor and certified financial planner, Julie Kwan, CFP, CLU, GBA. Julie will work under BCMA Agencies Ltd., a wholly owned subsidiary of the BCMA, to provide members and their families with insurance reviews, product recommendations, and assistance with underwriting and claims.
In her position as BCMA insurance advisor, Julie is supported by a well-established team of insurance administrators. As a non-commissioned insurance advisor, Julie’s goal is to provide you, our members, with qualified and objective advice. Her detailed approach ensures members’ wealth and well-being are protected through insurance programs that meet members’ needs and budget.
Julie has worked at two of Canada’s leading insurance and investment firms for the past 11 years; she has earned the Certified Financial Planner, Chartered Life Underwriter, and Group Benefits Associate designations.
BCMA Agencies offers exclusive association insurance programs as well as independent third-party solutions to ensure you have a competitive and comprehensive insurance portfolio. BCMA has been providing insurance to our members for over 50 years and manages over 19000 policies for members and their families. We are excited to offer Julie’s expertise and experience to our members.
For a review of your insurance needs and plans, please contact Julie Kwan at 604 638-8745, toll free at 1 800 665-2262, or at jkwan@bcma.bc.ca.
—Sandie Braid, CEBS
Assistant Director, Insurance