Drawing from a combined 50 years plus of experience in the insurance and financial services industry, Lyle and his team bring an unparalleled abundance of specialized knowledge and extremely high service standards.
Years Financial Services Experience
Desjardins Financial Security Investments Inc. (DFS Investments) is a corporate body separate and apart from Desjardins Insurance(1).
DFS Investments is a mutual dealer registered in every Canadian province and territory and an exempt market dealer registered in all provinces, except Manitoba. It is also registered in every Canadian province and territory for the distribution of insurance products. DFS Investments’ advisors may be qualified to provide advice on mutual funds, exempt market products and other investments products, among other things.
In Québec, DFS Investments is also registered as a restricted dealer, a group insurance of persons and a financial planning firm.
Unless otherwise indicated, investments in products distributed by DFS Investments are not insured, in whole or in part, by the Canada Deposit Insurance Corporation or by another public deposit insurance fund, as the case may be, nor are they guaranteed, in whole or in part, by Desjardins Insurance(1), and their value is subject to market fluctuations.
(1) Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.
As President and Founder of Konner & Associates Financial Services Inc. (1978), Lyle has dedicated his career to developing effective solutions for individuals, business owners, and professionals in the areas of Income Replacement, Risk Management, Wealth Transfer, and Tax-Efficient Capital Growth and Preservation. Lyle has been featured in such publications as the Investment Executive, Vancouver Sun, Toronto Star, and Montreal Gazette; discussing such topics as Tax Sheltering, Investments, Health Care, and Long-Term Care.
Throughout his career in the financial and insurance services industry, Lyle has made a commitment to quality work. Through consistent effort and reputation for outstanding service, he has built a solid clientele and expanded his business through referrals from satisfied clients. Lyle has been selected for memberships in various performance based industry councils, including MDRT and Court of the Table. Lyle is a member of Advocis and his designations include CLU (Chartered Life Underwriter), CPCA (Certified Professional Consultant on Aging) CHS (Certified Health Insurance Specialist) and EPC (Elder Planning Counsellor).
Mutual funds are provided through Desjardins Financial Security Investments Inc., and Lyle is registered to deal mutual funds in both British Columbia and Alberta.
He is a past President and a charter member/charter president of two Rotary Clubs: White Rock Millennium and White Rock Peninsula PHS. He actively practices Rotary’s motto – “Service above self”. Lyle is hands on with implementing Rotary projects such as: putting in clean water systems for remote villages in Guatemala and Mexico, delivering containers of Wheelchairs to Mexico – giving the “gift of mobility” to children, as well as being involved with Polio immunization in countries such as India and Ethiopia.
More locally, Lyle supports the South Surrey/White Rock Learning Centre (alternate form of high-school), as well as supporting the South Fraser Women’s services. He is past President of the Young Men’s Adventure Weekend Society of BC, a group of men dedicated to mentoring young men ages 12-17. Lyle believes strongly in the values of this organization and has been honored to watch some amazing transformations over the years. For more information about YMAW click here.
Lyle’s hobby is Bee Keeping. He is a member of the BCHPA (BC Honey Producers Association) as well as 2 local Bee Keeping associations. Starting out with 2 hives 7 years ago, his apiary has since expanded to 80 hives. Having grown by catching a few “swarms”, buying a few “nukes”, and “splitting” a few hives, he has certainly been “stung” with a passion!
Lyle resides in South Surrey, British Columbia with his wife, Patricia. They have two adult children, Jared and Channing, and their West Highland White Terriers. Lyle enjoys golf in his spare time – but will not quit his day job.
Danielle concentrates on helping individuals, families, and small business owners start out with a strong future building plan. She helps bring clients to a position where, if they were to be impacted by a serious illness or injury, they are able to maintain their independence and are able to continue to care for their families. In the event that they pass away earlier than hoped, their families can continue to live a comfortable lifestyle. In the hopes that these unpleasantries never happen, she helps clients plan for accumulation of wealth, as Danielle loves to see clients thriving on their path to a well-built retirement future.
Prior to being in this business, Danielle was an RMT (Registered Massage Therapist). This experience has been very helpful in that she is very comfortable talking to people about their personal affairs and health, she has already been in an industry that is governed strongly by privacy policies – so confidentiality is of utmost importance to her, and she has a unique understanding of many health related conditions and their effect on an individual/families. As a sole proprietor, she was able to run her own small business and understand many of the details associated with the planning, operations, liability, and financial considerations associated with small business. This gave her a good foundation for helping other small business owners to operate with minimal risk and to help maximize their earnings.
On a personal note, Danielle and her fiancé Chris are avid animal lovers. They have many animals keeping them company: their best buddy “Duke” the black lab who thinks he is a “real boy” as well as a champion “snuggler”, three Quarter Horses (“Jackie”, “Turbo”, and “Rudy”), a white Pygmy goat named “Sou”, and 6 laying hens.
Joanne has been in the Financial Services Industry for 13 years; 5 years at Konner & Associates. Joanne is responsible for managing the office in all aspects, which includes liaising with clients on a daily basis.
Joanne enjoys golfing, walking, travelling, and getting together with family and friends. She has a son, Remy, who will soon make Joanne a grandma! She is very excited for both Remy and Catherine in welcoming their first child, and her first grandchild, in June. It’s a boy!
When my husband was diagnosed with life threatening cancer the planning we had done with Lyle all fell into place. The Critical Illness insurance policy paid out a large lump sum of tax free money which helped us as a family have quality time together while we could. The Disability insurance and Office Overhead covered all our personal bills and kept our Business open so we did not have to lay off Staff. At the end of the day, the life insurance proceeds did not replace my husband, but, allowed us as a family to regroup and get on with our lives.
The Fraser Valley Dental Society has a longstanding partnership with Mr. Lyle Konner of Konner & Associates, a full service insurance and financial planning firm.
We chose Lyle to be the Consultant for our Group RRSP He provides quality advice and personal planning services to each of our management employees who request the support.
As a Financial Advisor, Lyle has kept me well invested in both Mutual Funds and Insurance for many years. My prime objective was to take care of my wife and three children and have a decent income at my retirement. I have found Lyle to be very competent and trustworthy and, together, we have accomplished my objectives. Disabled, as a result of a medical accident, my savings have enabled me to equip my home with wheelchairs, ramp, and stair glides so that my wife and I can live comfortably. My various insurance policies will leave a nice legacy for my children, thanks to Lyle.
Lyle Konner has been our Advisor now for 26 years. We certainly never predicted that we would need to draw on disability benefits, but thanks to Lyle’s foresight and expertise, both professional and personal bills were covered when serious illness struck. We trust Lyle with our future