Winnie Lau
Team Lead, Senior Financial Life & Legacy Coach, Insurance Broker
Sherwood Park, AB is where the home office is to our team leader who has been SPECIALIZING in sharing & implementing Infinite Banking for Canadians since 2010.
Winnie is a mom, spouse, and an IBC mentor. She was the first Canadian Woman to be authorized to share the Infinite Banking Concept.
She has a healer's heart and a fierce focus on helping as many Canadians implement the IBC Strategy into their lives so they can experience Financial Empowerment in a sustainable way.
When she isn't coaching Canadians she is outdoors doing outdoor things, spending time with loved ones, learning new skill sets, or playing Dutch Blitz.
Winnie can be reached at:
winnie@winnielau.com
Winnie Lau
Team Lead, Senior Financial Life & Legacy Coach, Insurance Broker
Sherwood Park, AB is where the home office is to our team leader who has been SPECIALIZING in sharing & implementing Infinite Banking for Canadians since 2010.
Winnie is a mom, spouse, and an IBC mentor. She was the first Canadian Woman to be authorized to share the Infinite Banking Concept.
She has a healer's heart and a fierce focus on helping as many Canadians implement the IBC Strategy into their lives so they can experience Financial Empowerment in a sustainable way.
When she isn't coaching Canadians she is outdoors doing outdoor things, spending time with loved ones, learning new skill sets, or playing Dutch Blitz.
Winnie can be reached at:
winnie@winnielau.com
Jacqueline Wright
Communications Administrator
Residing in Ottawa, Jacqueline joined our team in January of this year. She is a sweet soul who helps keep Winnie organized; from scheduling meetings to email correspondence, Jacqueline ensures a streamlined flow of communications for clients and our team. In her personal time, she enjoys adventures with her little one, gardening, and as of recently, firing up the barbeque and creating delicious plant-based dishes.
Jacqueline can be reached at:
admin@winnielau.com
Communications Administrator
Residing in Ottawa, Jacqueline joined our team in January of this year. She is a sweet soul who helps keep Winnie organized; from scheduling meetings to email correspondence, Jacqueline ensures a streamlined flow of communications for clients and our team. In her personal time, she enjoys adventures with her little one, gardening, and as of recently, firing up the barbeque and creating delicious plant-based dishes.
Jacqueline can be reached at:
admin@winnielau.com
Amanda Potts
New Business Administrator
Specializing in New Business, Amanda assists in bringing our clients to the point of Application & Policy Delivery.
Amanda has been in the Insurance Industry since 2000, but was excited to Join Team Winnie in 2017 to grow her knowledge base and discover IBC through osmosis!
She is based out of her home office in Barrie, ON where she lives with her husband and 2 children. When Amanda is not glued to her computer working you can find her on the back deck with a bottle of wine!
Amanda can be reached at:
clientservice@winnielau.com
New Business Administrator
Specializing in New Business, Amanda assists in bringing our clients to the point of Application & Policy Delivery.
Amanda has been in the Insurance Industry since 2000, but was excited to Join Team Winnie in 2017 to grow her knowledge base and discover IBC through osmosis!
She is based out of her home office in Barrie, ON where she lives with her husband and 2 children. When Amanda is not glued to her computer working you can find her on the back deck with a bottle of wine!
Amanda can be reached at:
clientservice@winnielau.com
Lacy Rowan
Policy Service Administrator
A rancher's wife and Insurance Advisor, Lacy joined Team Winnie in 2021 in a role focusing on After Client Care and Part-time Sales.
She's based out of her home on the family's cattle ranch in Southern AB and spends her free time riding horses, helping on the ranch and being a Mom. Here at Team Winnie, Lacy assists in providing excellent customer service to Winnie's valuable clients.
Lacy can be reached at:
wecare@winnielau.com
Policy Service Administrator
A rancher's wife and Insurance Advisor, Lacy joined Team Winnie in 2021 in a role focusing on After Client Care and Part-time Sales.
She's based out of her home on the family's cattle ranch in Southern AB and spends her free time riding horses, helping on the ranch and being a Mom. Here at Team Winnie, Lacy assists in providing excellent customer service to Winnie's valuable clients.
Lacy can be reached at:
wecare@winnielau.com
Carolyn Rogers
In-House Administrator
Carolyn joined the team in October 2020, and brings over 20 years of experience in administration, finance, and human resources. She's based out of Sherwood Park, AB, and enjoys reading, cooking ("more the 'eating' part really, and cheesecake....all the cheesecake"), and spending time with her two granddaughters. "One of the most important things, next to kindness, is a sense of humor, fun and laughter make even the dullest moments memorable!"
Carolyn can be reached at:
service@winnielau.com
In-House Administrator
Carolyn joined the team in October 2020, and brings over 20 years of experience in administration, finance, and human resources. She's based out of Sherwood Park, AB, and enjoys reading, cooking ("more the 'eating' part really, and cheesecake....all the cheesecake"), and spending time with her two granddaughters. "One of the most important things, next to kindness, is a sense of humor, fun and laughter make even the dullest moments memorable!"
Carolyn can be reached at:
service@winnielau.com
