Wesley Bevan
About Wesley Bevan
Wesley Bevan is a District Representative at Primerica Canada, where he has worked since 2010. He specializes in financial planning and has a background in education from the British Columbia Institute of Technology and The University of British Columbia.
Work at Primerica
Wesley Bevan has been employed at Primerica Canada as a District Representative since 2010. In this role, he operates in the Vancouver, Canada area, where he has accumulated over 14 years of experience. Bevan focuses on helping families optimize their financial strategies, particularly in life insurance and investment planning. His approach includes offering free consultations to assess clients' financial situations and assist them in planning for a secure retirement.
Education and Expertise
Wesley Bevan studied at the British Columbia Institute of Technology, where he achieved a Technical Training and Education Diploma (TTED) in 2001 after an 11-month program. He also attended The University of British Columbia from 2000 to 2001, earning a Bachelor of Education (BEd) degree within one year. Additionally, Bevan completed his high school education at Caronport High School from 1978 to 1980.
Financial Strategies and Client Impact
In his role at Primerica, Wesley Bevan successfully assisted a family in saving $570 per month by optimizing their life insurance and investment strategy. This strategic planning is projected to result in savings exceeding $1,000,000 over a 30-year period. Bevan employs a Financial Needs Analysis (FNA) to create comprehensive financial plans aimed at helping clients achieve financial independence.
Community Engagement
Wesley Bevan actively engages with the community by offering free consultations. These sessions aim to help families understand their current financial situations and develop plans for a secure retirement. His commitment to community service reflects his dedication to improving the financial well-being of those he serves.