Our Team

Jeannie Haslett

Jeannie Haslett, CHS

CDA, CHS, Member of Advocis, Million Dollar Round Table

Jeannie Haslett knows how to embrace a challenge.  Twenty-five years ago she left a successful dental career and began a completely new venture when she founded Haslett Financial.   It’s a job she relishes.

Clients who have had the opportunity to work with Jeannie find it hard to believe that the warm-hearted woman, who often arrives bearing home-baked muffins or loaves, has been dubbed “the Street fighter” by her colleagues.  Yet that’s the reputation she has earned over the past two decades, advocating tireless on behalf of her clients to ensure that they receive fair treatment and representation no matter the circumstances.

Jeannie’s satisfaction comes not from receiving awards or accolades, which she’s done consistently from the outset, but in building long-term, fulfilling relationships with her clients. They trust her to provide quality advice and solutions, and put their trust and confidence in her product knowledge. Jeannie’s winning combination of client service, dependability, and professional excellence have earned her a position at the Million Dollar Round Table, a distinction reserved for only the top six percent of agents worldwide. She is also recognized as a National Quality Award recipient, and ranks 3rd in Canada for management of income replacement and disability solutions. Jeannie is licensed to work across Canada and thus maintains ongoing relationships with her clients world-wide.

Jeannie brings a unique blend of empathy, compassion, and fervor to her work. She’s tough, fair and principled.  Most importantly, and above all else, she’s there when you need her most.

Katie Haslett

Katie Haslett

BA, MA, CHS, Member of Advocis

Prior to joining Haslett Financial as a financial advisor, Katie earned a Bachelor of Arts degree at Bishop’s University, graduating with distinction, then completed a Master of Arts degree from the University of Toronto (Ontario Institute for Studies in Education).  In 2004 Katie became a fully licensed insurance advisor and acquired her Certified Health Insurance Specialist designation.

Katie now works alongside Jeannie and Paul, advising clients in all aspects of personal insurance. Katie’s in-depth knowledge of the personal disability insurance makes her an informed leader in the industry.

In her downtime, Katie enjoys spending time with family and friends, cheering on her son at his many activities, and staying active herself, having recently completed two half-marathons.

Paul Munnis

Paul Munnis

CLU, Member of Advocis

Prior to joining Haslett Financial, Paul worked in a senior management role in the lumber industry for eight successful years after completing the Business Program at BCIT.  Paul joined Haslett Financial in 2007 as a financial advisor and managing director, contributing his talents and experience to the growth of the firm.  Shortly after joining the firm Paul acquired his Charted Life Underwriter designation.

As a financial advisor, Paul collaborates with all clients while maintaining a primary focus on risk management.  In this capacity, Paul  oversees various types of personal insurance such as disability, critical illness, life insurance and long-term care.  Paul also acts as the managing director for the firm, ensuring that Haslett Financial maintains its position as a recognized leader in the financial planning industry.

In his spare time, Paul enjoys sailing, competitive rowing, skiing, spending time with his family, and weekend travel trips.

Kevin Van Hullebush

Financial Security Advisor & Operations Manager, Member of Advocis

Kevin joined Haslett Financial in early 2016 after a successful 20-year career in the hospitality sector working in some of Vancouver’s top restaurants. He brings his considerable management and customer relations skills to assist in the smooth operation of the Haslett office.

Kevin works closely with the talented office team to ensure Haslett Financial’s clients are getting the best information possible in a timely manner. Passionate about this new career path, Kevin has become a certified Financial Security Advisor and assists our clients in Life and Disability and Health insurance options.

Kevin is an avid cyclist and bikes to work almost every day. He is also active in the sailing community and enjoys racing and cruising in BC’s coastal waters.

Our Strategic Partners

Darren

Darren Lorenz

BBA, FMA, CFP of Manulife Securities

Darren is a certified financial planner who specializes in working with healthcare and other professionals and business owners. He has been helping clients for the past 15 years in all areas of financial planning, savings, and investment.  In the early stage of your career, Darren can assist with debt repayment/consolidation strategies, saving for a first home purchase, and incorporation.  As your career progresses and life gets more complicated, Darren can help simplify it.  He will be there to provide direction and advise you on wealth management strategies, tax planning, corporate investment, and estate planning.

Darren enjoys travelling, playing hockey, and spending his days off with his wife Jennifer, and two young children Olivia and Callum.