FINANCIAL EDUCATION AND SERVICES FOR CANADIANS
No matter where life takes you, we’re here to help you secure your financial future. Whether you're planning for a comfortable retirement, securing your family's future with life insurance, or setting up a solid foundation for your child's education, our team is dedicated to guiding you every step of the way. Let's work together to turn your dreams into reality.
LET'S CONNECT
WE PROVIDE SERVICES FOR:
Individuals and Families
Small Business Owners
Incorporated Business Owners
FINANCIAL FREEDOM FOR EVERYONE
Our approach is rooted in building lasting relationships. Our team is committed to understanding your unique financial journey and crafting solutions that align with your vision for the future. We believe in empowering our clients to make informed decisions that that serve their goals.
SHAUN & HEIDI PARKE
Brokerage Owners
In 2015 Shaun and Heidi decided to make the jump head first into entrepreneurship. Shaun hung up his paramedic and fire fighters certifications and together he and Heidi opened their first financial brokerage in Victoria, BC.
The brokerage now has over 45 licensed agents and is expanding quickly with the goal of reaching 100 licensed agents by 2025.
"Becoming business owners is by far the best decision we could have ever made. It gives us the flexibility to raise a family and be there for our kid's major milestones, we get paid for our hard work and there is no glass ceiling, and it allows Heidi and I to leave a legacy that changes the course of our family tree forever.. and we have the best team!" - Shaun Parke
If you want to learn more about how we're helping families or are interested in joining our expanding brokerage, we'd love to hear from you!
OUR PRODUCT
PARTNERS
We don’t own financial products. Instead, we partner with some of the oldest and most trusted financial companies in Canada. This gives us the ability to find the best solutions tailored to your specific needs.
UPCOMING EVENTS
JOIN OUR
GROWING TEAM
Splendid customer service provided by Shaun. From the moment we sat down my family and I felt in good hands.Never felt like he was trying to push products for us to buy, on the contrary Shaun went above and beyond to educate us on the various products available to us to ensure we could make an educated decision. I would highly recommend Shaun to anyone as you will leave from meeting with him more confident simply with all the knowledge you will have gain thanks to Shaun. Best in the business!
Josee S.
Shaun is so knowledgeable and down to earth. He made us feel very comfortable and didn't push us to do anything we didn't want to with our money and investments. He is always easy to get a hold of and he has a genuine compassion for others and is passionate about what he does. We highly recommend speaking with him about your investment and life insurance needs!
Melany S.
Shaun really helped my family understand our options and helped tailor a system that was specific to our unique needs. It was super helpful that he educated first! We felt well informed and confident in our decision based on Shaun's guidance. Zero pressure; we new he had our best interests placed first in mind! Thank you Shaun!!
Jennifer H.
Amazing job of walking us through different investment options!!! Great experience for first time investors!!! Highly recommend!
Ruth & Dan C.
Amazing!! Great friendly service, explains everything in a way that I could understand and know what to expect!!
Jake M.
We've been involved with Shaun and his team for several years now. We've learned so much! For me the most valued part of our experience has been the options we were provided. This gave us confidence about our decisions. The team Shaun has working with him are knowledgable and they seem to really care about doing what is best for their clients. We felt they cared about us as a family. That meant a lot to us.
Brent & Belinda P.
Shaun and the team at WFG provide outstanding service on all levels from Customer service, access to incredible investment portfolios, providing helpful advice to grow and above and beyond attention to detail and genuine care. We are more than happy to recommend Shaun and look forward to having a long relationship with him and the team at WFG. Thank you for all you do!
Michele W.
Shaun is a really great guy with a lot of experience in the field. We got multiple products via him (TFSAs-+- RRSPs-+- insurances) and appreciate all the help he provided us over the years.
Thomas B.
Before coming to Shaun i had a hard time getting approved for life insurance. Shaun took the time to learn about me & found a policy not only that was suitable BUT qualified for. I want this guy in my life corner!
Angela M.
Highly recommend Shaun Parke to any and all with financial questions or advice. He and his team are professional and awesome to deal with. Shaun is awesome at explaining things and can help put you on a financial track. Little Trick I learned to....Catch him for lunch meeting. He buys every time.
Chad H.
Shaun is very knowledgable and always quick to respond. He has been very helpful with any changes and questions that I have had. Thank you!
Chelsea H.
Amazing customer service and knowledge. Shaun was so helpful and not at all pushy. I recommend him to anyone I know that needs life insurance
Natalie B.
