Our Team

Jim CrossDon Clark,
Life Insurance Advisor

Capri Wealth Management

Don has recently joined the Capri Wealth Management team, bringing years of Life Insurance and Living Benefits experience to the firm. Prior to joining Capri Wealth Management, Don had a career in business management before beginning his insurance career as a “Financial Security Advisor” with Freedom 55 Financial in 2002.

In 2003 Don became an independent insurance agent contracted by the Canadian Automobile Association in Alberta as one of their life and living benefits advisors. Don was able to attain the level of “Elite Producer” status for the past several years. He is a licensed insurance agent offering services with Traditional Life Insurance, Disability Insurance, Critical Illness Insurance and Health and Dental Insurance. Don brings a wealth of experience in working with clients who are seeking advice on protecting their family.

Don and his wife Linda have recently moved to the community of Okanagan Falls, BC. He is an active member of the Okanagan Falls Lions Club.

PH (250) 492-5821
donclark@capri.ca

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DISCLAIMER:

The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which Manulife Securities or its Advisors are not appropriately licensed or registered or where any Product or Service is not eligible for sale. Details are available on request.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Manulife Securities Investment Services Inc. is registered as a Mutual Fund Dealer, or its equivalent, with the provincial securities commissions and as such our Advisors are entitled to sell mutual funds and other approved securities as permitted under our registration. They may also be able to provide other services or products to you through their own business. As a member of the Mutual Fund Dealers Association of Canada ("MFDA"), Manulife Securities Investment Services Inc. is obligated to disclose to you that you may be dealing with companies other than Manulife Securities Investment Services Inc. when purchasing services or products from your Associate (remuneration to your Associate may also come from various sources depending on the services or products purchased). For example, your Associate may offer any one or more of the following through a separate business, which would not be the responsibility of Manulife Securities Investment Services Inc.:

Deposit Instruments: GICs, Canada Savings Bonds;

Fee for Service Financial Planning;

Estate Planning;

Tax Planning or Income Tax Preparation;

Insurance: Life, Accident, Sickness, Disability, General.

Please be sure that you have a clear understanding of which company you are dealing with for each of your services and products. Your Associate would be happy to provide any clarification you require.