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Pearl Roze Advisory

ABOUT PEARL

About Pearl Roze, Life Licensed Advisor in Coquitlam, BC

When Pearl moved to Canada, she didn’t know how insurance or money worked here, so she trusted whoever explained it to her. She earned her own licence to understand it properly, and now she helps families who feel as confused as she once did.

Pearl Roze, Life Licensed Advisor in Coquitlam, BC

WHY PEARL DOES THIS WORK

From confused newcomer to Life Licensed Advisor

When Pearl moved to Canada [from her home country: confirm or remove], she didn’t know how insurance or money worked here. Like a lot of newcomers, she listened to whoever explained it to her, and she was never sure who to trust.

She knew this was too important to guess at. So she studied, passed her licensing exams and became a Life Licensed Advisor: first to understand it for her own family, then to help families who are where she used to be.

There is a lot of noise about money and insurance. Pearl’s job is to cut it down to the few facts that matter for your family, in plain words, so you can decide together.

“I got licensed so I could understand it myself, and so other newcomer families get straight answers instead of noise.”

Pearl Roze

How Pearl works with couples

  • Both of you, at the same table.

    Pearl asks both partners to join, in person or by video, so nobody signs up for something the other person doesn't understand.

  • Plain words first. If a term is confusing, she stops and explains it, in English or Tagalog.

  • Options side by side. She compares plans from 17 Canadian insurance companies and tells you why she suggests one.

  • Paid by the insurer, and she'll say so.

    Pearl is paid by the insurance company only if you buy a policy. Talking to her is always free.

Facts you can check

LICENSED ASLife Licensed Advisor
LICENSED INBritish Columbia, Alberta, Saskatchewan and Ontario
FIRST LICENSED2023
INSURANCE COUNCIL OF BC LICENCE0040439
INSURANCE COMPANIES SHE COMPARES17
LANGUAGESEnglish and Tagalog
OFFICE75 Blue Mountain St #1, Coquitlam, BC V3K 0A7
Check Pearl’s licence

Who Pearl works with

  • Couples with a mortgage
  • Parents of young kids
  • Families new to Canada
  • Parents and grandparents coming on a Super Visa
  • Business owners

In person in Coquitlam and nearby cities, and south of the Fraser. By video anywhere in BC, Alberta, Saskatchewan and Ontario. See all service areas

IN PARALLEL, BY PEARL ROZE

Pearl also runs a free community for couples

In Parallel helps couples build their money life side by side. It starts with a free 10-minute money check where you each answer 12 questions alone, then see where you answered differently.

Start the Diagnostic

Questions about Pearl

Is Pearl Roze a financial advisor?
Pearl is a Life Licensed Advisor. She is licensed to sell life and health insurance, including segregated fund contracts, in British Columbia, Alberta, Saskatchewan and Ontario. She does not sell mutual funds, stocks, or home or car insurance.
Where does Pearl meet clients?
At her office at 75 Blue Mountain St #1 in Coquitlam, in person in nearby cities and south of the Fraser, and by video anywhere in BC, Alberta, Saskatchewan and Ontario.
How is Pearl paid?
Pearl is paid by the insurance company only if you buy a policy. Talking to her is always free: your questions, her advice and your quotes.

ALWAYS FREE TO TALK

Talk to Pearl about life insurance for your family

Questions, advice and quotes are always free. Both of you, if you can. Pearl listens first, then shows you what your family needs and what it costs. In person in Coquitlam and nearby cities, or by video anywhere in BC.

Have a question for Pearl?

Chat with Pearl right now in the live chat or leave a message. It is always free, and there is no sales pressure.

CallTalk to Pearl