About Us

Brian Lutz With over 24 years in the insurance profession. Brian is well positioned to handle your insurance needs. He is a broker to most all major insurance companies in Canada. His license is sponsored through Great-West Life Assurance Company where he has held a strong position in the company’s Presidents Club for many years. He has qualified for the prestigious Million Dollar Round Table (MDRT) several times. He is experienced in personal and business life insurance, disability, critical illness, and personal investments such as segregated funds and term deposits as well as Group Employee Benefits- and Group RRSP. With over 12 years in the Real Estate profession in Northern British Columbia, he has developed good negotiating skills and sound knowledge of business. He is also a recipient of the prestigious Rotary "Paul Harris Fellowship". In his leisure moments, Brian enjoys hiking throughout the North Okanagan, rockwork, crafting twig furniture and relaxing at his cottage on the Shuswap Lake.
Wendy Lutz Wendy brings a wealth of financial knowledge to the company, with over 28 years of financial service background with a major chartered bank. She graduated from BCIT with a diploma in marketing. She worked as a personal banking representative for many years, where she was trained in risk management and personal financial management. She is licensed for Life, Accident and Sickness and Mutual Funds and has earned the designation of CFP, Certified Financial Planner. Her role with the company is to assist clients with management of their investment portfolios, create and monitor retirement plans, and manage the trip cancellation and travel medical arm of the company. In her spare time, Wendy enjoys hiking, martial arts (she has attained her Black belt in Shotokan Karate), cooking exotic foods and gardening.
Geoffrey Straight Geoff is a business insurance specialist for small and medium sized companies. He has a detailed knowledge of group benefit plans and works with top Canadian insurers. We are able to set up and advise on succession planning and key person insurance for business owners. Financial and retirement plans for families can also be prepared based on your lifestyle and needs. Geoff moved to Vernon, BC in 1998 after graduating with a Bachelor of Commerce degree from McGill University. Geoff joined the team at Lifestyle Financial Services after thirteen years in the helicopter skiing and wilderness tourism industry. He and his wife Sonja have two young children and enjoy an active lifestyle. Sports and hobbies include fishing, skiing, soccer and coaching.