Slate Insurance Inc, a true brokerage.

Serving only you.

Slate Insurance Inc. is a dedicated financial security products “true” brokerage – that means we have no ties to any one insurance provider. We’re built on the financial strength & stability of our clients, together with dedication & integrity, to provide a solid foundation for continued success.

Our focus:

To do what we do best – provide superior service and value to our clients.

Our goal:

To help you accumulate wealth for retirement, save tax & preserve wealth for your loved ones.

 

The Team – all the expertise you need.

  • Gord Tulk, Advisor – BSc (Agric)
    Gord is our resident expert in all things advisory with regard to benefits plans, individual insurance coverage, etc. He’s always able to tackle the tough issues. Stereotypical “Insurance Salesman” he is not. With almost 15 years experience in the field his straight-forward and honest manner make him stand out from the rest and our clients appreciate his candor. Gord will not sell you insurance you don’t need. Integrity – not an oxymoron here.
  • Judy Pedersen, Due Diligence & Office Administrator
    Judy basically keeps the office running. She oversees due diligence matters, individual insurance, group & retirement savings processes from scheduling appointments through to the application process, policy delivery and client services. Judy came to Slate in 2002 from many years in office administration. She’s at the office Monday – Thursday 9:00 AM – 5:00 PM.
  • Jessica Brake, Admin Assistant
  • Jessica is our specialist for the Chambers of Commerce Group Insurance Plan.  She oversees those processes from inquiry follow-up to scheduling quote appointments through to the application process and to policy delivery. Jessica came to Slate in 2012 with varied office experience. She’s at the office every Monday, Wednesday & Friday 9:00 AM – 4:00 PM.

Team Partners/Associates:

  • Jayson McHattie, CFP, Sub-contract Chambers Group Agent (Rocky Mountain House & Central AB)
    Jayson joined us in 2011 and markets/services the Chambers Group Plan as well as individual Life & Disability insurance along with us throughout Central Alberta.  His focus is to provide tools to business owners & families to achieve their financial success.  Attention to detail, good listening skills & great empathy are symbols of what his clients appreciate him for.  He is effectively supported by a team of administration & product specialists whose teamwork and professionalism help him provide excellent customer service to build long-term relationships with clients.  Away from business he enjoys golf, camping, travelling & spending time with family & friends.

  • Gord McCallum, Mortgage Broker / Group Mortgage Professional
    Gord’s our man for getting the best mortgage for your need.

Slate “Partnering”

Although we may not be in a position to hire staff regularly, we are always open to partnering with specialists in field that coordinate well with what we do.  If you think you have something to offer, do not hesitate to contact us!