What to Expect
Mission: We are committed to empowering individuals and businesses to secure their financial future through customized insurance solutions, personalized service, and advocacy. We strive to provide exceptional service, education, and support throughout our clients' lifelong journey.
Empowerment: We believe in empowering our clients to make informed decisions about their insurance needs, and providing them with the resources and education to confidently protect their financial future.
Advocacy: We are committed to advocating for our clients and their best interests, ensuring they receive fair and just treatment from insurance providers.
Lifelong Service: We are dedicated to providing lifelong service to our clients, from the initial consultation to the ongoing support and service throughout their insurance journey.
Innovation: We continuously seek new and innovative ways to provide our clients with the best insurance solutions to fit their unique needs.
Trust: We build trust with our clients by providing transparent and honest communication, and delivering on our promises with integrity.
Overall, our mission is to empower our clients with the knowledge and resources to secure their financial future, while advocating for their best interests and providing lifelong service and support.
Meet your Advisor
Devon MCKENZIE CRP, CBA
Meet Devon, a passionate and dedicated professional who has spent the last 25 years serving people with disabilities, particularly those with brain injuries, in the non-profit sector. As an active listener and empathetic advocate, Devon has always been focused on understanding the needs of his clients and finding solutions to improve their lives. His intelligence and determination have earned him a reputation as a trusted and respected resource in his field.
Now, as an insurance advisor, Devon is applying his extensive experience to help his clients make informed decisions about their insurance needs. His past work has given him a deep understanding of the unique challenges faced by people that have suffered a life event, particularly those with brain injuries, and the importance of comprehensive insurance coverage.
Devon's ability to actively listen, empathize, and advocate for his clients make him a great insurance advisor. He is committed to providing personalized advice and support that meets the individual needs of each of his clients. With his extensive knowledge and passion for helping others, Devon is dedicated to continuing his mission of improving the lives of those he serves.
My experience with Devon has been extremely positive and I would gladly refer Stoik Advisory. Devon has been responsive, professional and precisely informative. He is available and takes the time to review and explain all options available and answer any questions. Devon took the time to meet with my son to explain the value of insurance, how it works, and provided multiple options for review. Devon is truly passionate about educating, supporting and providing the best solution for his clients. He has been a pleasure to work with.
After applying and being denied individual disability insurance through my previous advisor, I was referred to reach out to Devon. He expressed empathy to me and stated that we needed to approach applying for disability coverage in a more creative way. Devon expressed "An application most of the time does not paint a true picture of the persons "healthy" lifestyle choices." Because of his advocacy background and positive relationships with the insurance carriers, Devon was able to secure Wage Loss Replacement Insurance through my business. During the process, Devon was always available for questions and supported me through the process from beginning to end. He continues to check in quarterly to inquire how I am doing.
10 years ago, I began having heart issues. After a year of testing and treatment, I took this as a sign to start living a healthier lifestyle and also to purchase life insurance to financially protect my spouse and children. Four years ago, after being given a clean bill of health from my doctor, Devon was able to advocate directly with the insurance carriers and provide them with a better understanding of my current healthier lifestyle. Even though I was unable to get the $1,000,000 life policy that was determined through my insurance needs analysis, I was able to get a $550,000 life policy with no exclusions. Devon is an active listener and a true advocate. He cares deeply about protecting my family and I know he will be there to support my spouse and my children if me and or my wife were to leave this earth.