Phone: (604) 859-1200
Fax: (604) 864-8014
Rudy Teichrob graduated from the Certified General Accountants Association of B.C. in 1980 with a C.G.A. degree as a professional accountant and more recently has completed the Canadian Securities Course. He has spent 18 years in public practice in the Abbotsford area, including 10 years of managing his own accounting firm. Rudy has also been involved in the corporate business world and understands how that works from both an accounting and ownership perspective.
Rudy has 9 years experience in the financial services industry as a Financial Planner in Abbotsford, using his extensive educational background and business experience to assist both corporate and individual clients establish and achieve their financial goals and objectives, which could include the following:
- Insurance Planning – life, disability, critical illness, group and health
- Retirement Planning – RRSP’s, RESP’s, pensions, savings
- Estate Planning
- Tax Planning
- Investment Planning – portfolio management
- Charitable gifting
Rudy and his wife Carol have lived in Abbotsford for over 40 years, and have 3 married daughters and 10 grandkids. He has also been involved in various community sport activities such as coaching basketball at W.J. Mouat for many years and the men’s basketball team at Columbia Bible College. He still enjoys playing various sports and golf is a pleasurable game he plays.
Phone: (604) 589-3450
Fax: (604) 864-8014
Andrew started his career back in Toronto with North American Life in 1990. He then moved with his newly wed wife to Surrey, and continued with NALACO until 1991, when he joined AIL, where he serviced union members with their supplementary insurance needs for 10 years. In 2001 Andrew joined the newly created Valley-Wide, where he continues to this day.
Andrew enjoys looking after his clients needs with insurance, investments, and health coverage. Andrew also enjoys sharing his knowledge in many financial areas, so his clients can better understand their needs, while doing so in an affordable manner.
Andrew lives in Surrey with his better half Jodie and their awesome son. In his spare time Andrew and his son are avid skiers, and enjoy their season's passes at Whistler. In the summer Andrew & his family enjoy time at the beach, and travelling.
Phone: (604) 671-3371
Lee has operated a financial practice for 27 years as Howell Financial Group. He has always maintained his independent advisor status and believes that an independent advisor better serves the consumer. Lee has extensive experience in all the pillars of the financial planning process and has become the single source of advice for his clients. He presently is multi licensed for life insurance products in British Columbia and Mutual Fund Securities both in British Columbia and Ontario. Lee also has developed a specialty in group retirement products providing company sponsored pension plans and group registered retirement plans. He also maintains a year round taxation service and regularly consults with clients regarding their positions with the Canada Revenue Agency.
Lee is proud to be associated with Valley Wide Financial Corp. as a Managing General Agency providing quality financial services.
Insurance Adivsors* are associated with Valley-Wide Financial Corp. only and are not registered in any capacity with Worldsource Financial Management Inc. Worldsource Financial Management Inc. is responsible for mutual fund-related business activities conducted by its Registrants only, and is not responsible for the business activities of other related or unrelated individuals and/or organizations.