Westward Group for Tax and Estate Planning Advisors Implementation Team

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Westward Group for Tax and Estate Planning
Advisors Implementation Team
http//westwardadvisors.com/about-westward/support
-team
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Grant Twitchett Chief Operating Officer
Grant is a licensed insurance agent with over 15
years of experience in the financial services
industry. He is pivotal in the organizational
structure of the office and is responsible for
seeing all corporate projects through to
completion. Grant was also instrumental
developing The LifeStep Process and is heavily
involved in the underwriting department, liaising
with clients and managing their file through the
underwriting process.
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Kal Sahota Client Relationship Manager
Kal is an integral part of the Westward team. She
reviews all cases moving through The LifeStep
Process, and ensures that our team meets with
valued advisors and valued clients at each
milestone in the process. Kal has been in the
financial services industry for over 20 years and
has held key roles with HSBC as Manager,
Investment Services, with CIBC as Financial
Advisor and, most recently with Standard Life as
Sales Manager, Western Region. She has held both
IDA and MFDA licenses, and is a BCIT graduate in
Finance.
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Mina Tabei Executive Coordinator
Mina has worked with Westward since July 2010.
She is instrumental in the day to day
administration of the sales team and manages Rob
Darnbroughs schedule. She also works closely
with Rob and Kal Sahota in managing client files
and ensuring client expectations are met while
maintaining close communication with other
departments to ensure seamless workflow. Mina has
a B.A in Business Administration from SFU and is
the Country Director of a non-profit community
development organization based in Africa.
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Michael Li Tax Senior Associate
Michael Li has worked for Westward since April
2007. He is mainly responsible for strategy
maintenance, preparing The Performance Optimizer
annual reviews for clients and advisors and loan
renewal documentation. Michael is a member of the
Certified General Accountants Association of
Canada.
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Mike Blaney Life Underwriter
Mike is our Life Underwriter. As part of the
Underwriting team he helps manage all aspects of
the underwriting process. Mike works closely with
clients, insurance companies, and Westward staff
to ensure that policy applications are managed
efficiently and with the utmost professionalism.