About Us

About Us

Western Financial Group is a diversified insurance services company with more than 100 years of experience providing Canadians with the right protection for their needs.

We continue to build one of the strongest and largest insurance brokerage networks in Canada. We are experts in commercial insurance, and we are growing in Kelowna to serve your business insurance needs online in the southern interior of British Columbia.

Whether you are in Kelowna, or the communities of West Kelowna, Lake Country, Vernon, Peachland, Summerland, Penticton, we’ll make sure getting the right insurance for your business is quick and easy for you online. That’s our job. We understand that you are already busy running your business.

We’re focused on simplifying your online business experience so that you understand what is covered and what is not covered in the business insurance policy you choose, no matter what commercial sector you’re in. We’ll also make sure you understand what business insurance is optional for you. Business insurance doesn’t need to be complicated.

We appreciate that Kelowna is the hub of the Okanagan with businesses concentrated in sectors such as manufacturing, tourism, aviation, agriculture, wineries, and health care. Our expertise and knowledge will provide your business with the right insurance at the best value.

We know that small businesses are an essential part of Prince George. You can count on us as your small business insurance expert, whether you own a restaurant, a retail operation, hotel or spa, gym, plumbing business, roofing or electrical business. Commercial insurance can be tailored to your business and its unique needs.

We are here with you every step of the way to guide you with any commercial insurance you need, including commercial general liability, commercial property, business interruption, commercial auto, product liability, cyber risk, or professional liability coverages.

Commercial insurance for your business is our priority. We’ll get you complete business insurance that suits your business for today and tomorrow.

We want you to know that we have four guiding principles: Truthfulness, Fairness, Value and Loyalty.

For our business insurance customers, that means honesty and accountability from your Western business insurance experts. It also means trust and loyalty and building longstanding commercial insurance relationships with enduring value. Our licensed insurance brokers understand the effort it takes to start and manage commercial outfits and what business insurance they need.

We apply the same rigorous standards to our personal insurance lines, and we can guide you with your personal insurance like home, auto or life insurance, as well as your commercial insurance needs.

Western Financial Group was founded in 1996 by Canadian Senator Scott Tannas. Our company’s history stretches back to 1905 with the creation of Hunt and Watt agencies in High River, Alberta.

We also make giving back to communities a priority. Founded in 2001 as the charitable arm of the Western Financial Group, the Western Financial Group Communities Foundation lets our team members give back to our communities. Thanks to the hard work and dedication of our employees and donors we have invested over $4.5 million into our communities since its inception.

We have more than 2,000 employees across Canada proudly serving our customers. We pride ourselves on the service we give and listening to our customers’ needs. Since those early days, Western, in all its forms, has provided its customers with the right insurance they need at the right value.

Western Financial Group is a subsidiary of Trimont Financial, a wholly owned subsidiary of The Wawanesa Mutual Insurance Company.

 

Our Business Insurance Team Members

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Matt Friesen

Vice President, Central Sales
matt.friesen@westernfg.ca

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Morgan Mackenzie

Vice President, Central Service
morgan.mackenzie@westernfg.ca

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Chris  Litke

Director, Digital Insurance Solutions Sales
chris.litke@westernfg.ca

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Layne Coltart

Commercial Sales Manager
layne.coltart@westernfg.ca

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Matthew Mrozek

Commercial Sales Manager
matthew.mrozek@westernfg.ca

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Zac Isfjord 

Commercial Sales Manager, Kitchener
zachary.isfjord@westernfg.ca

Icah Navidad

Icah Navidad

Digital Business Insurance Leader
icah.navidad@westernfg.ca

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Hammy Zeid

Digital Business Insurance Leader
hammy.zeid@westernfg.ca

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Daniel Funk

Digital Business Insurance Leader
daniel.funk@westernfg.ca

Elan Boultbee

Elan Boultbee 

Digital Business Insurance Leader
elan.boultbee@westernfg.ca 

Our Employee Benefits Team:

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Mike Madison

Director Employee Benefits
Mike.Madison@westernfg.ca

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Kristy Cieszynski

Director, Employee Benefits Service Centre
Kristy.Cieszynski@westernfg.ca