Peter wolgram

Determining your insurance needs by helping you analyze your life situation
My Services
  • Term life insurance

  • Permanent life insurance positioned as an investment

  • Segregated Mutual Funds 

  • Wealthbar Portfolio Funds

  • Critical illness and disability insurance

  • Protection against high health, prescription and dental costs

  • Travel insurance

  • Planning for estate issues like large tax bills on registered accounts and gains on taxable entities

Professional Credentials
  •  Chartered Professional Accountant/Certified General Accountant

  • Licensed Insurance Agent in BC and Alberta.


 

CONTACT INFO

Peter Wolgram, CPA/CGA

Insurance Advisor

(BC and Alberta)

Vernon, British Columbia.

Certified General Accountant Chartered Professional Accountant

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Tel:

778-932-1196

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Email:

peter.wolgram@holliswealth.com

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Disclaimer

Wolgram Financial Services is my trade name. I work as an independent Insurance Agent,  licensed in British Columbia and Alberta.  I am contracted to work with many Canadian insurance companies including   Manulife,  Industrial Alliance,  Sunlife,  IA Excellence,  RBC,  Desjardins,  Ivari and  Blue Cross.

My MGA  (managing general agent)  that processes my paperwork and helps me with individual cases is PPI of BC. 

This website is not deemed to be used as a solicitation in a jurisdiction outside of BC or Alberta.

The information provided on this website and in my practice were obtained from sources I believe are reliable, or are my own views, and are not guaranteed and may be incomplete.  Please do contact for updates and more information.

All information gathered is held as confidential. I conform to the Insurance Council of BC rules and code of conduct.