MEET OUR TEAM

Jeremy May 

CEO

jeremy@advisorly.ca

Jeremy, whose roots are in Greater Vancouver, is a graduate of St. F.X. University. Jeremy comes with over 25 years supporting seniors through specialized end of life insurance, and healthcare. His daily focus is working with an outstanding group of professionals committed to planning for the future, today.

Tricia Deanne Hoy

VP Marketing & Recruitment

tricia@advisorly.ca

Tricia completed her degree in business management and marketing, and has since contributed in leadership, new business development, and marketing roles in the health and wellness industries. Experienced in B2B and B2C, Tricia enjoys building relationships and bridging communications with clients and team members alike.

Greg Cruz

VP Sales & Recruitment

greg@advisorly.ca

Greg has an extensive background in sales in the health and wellness and pre-planning industries, and has a proven track record in outbound sales management.  Greg continues to support his team in delivering outstanding service to clients facing important decisions in life regarding Advance Planning Insurance and End of Life planning.

Nikolas Croker, LPN

Lead Case Manager

nikolas@advisorly.ca

Nikolas’ early years found him working at a men’s recovery centre, providing support and counselling for clients. Nikolas went on to receive his Licensed Practical Nurse (LPN) designation, and pursued a career in nursing, with care directed towards in-home nursing,  pharmacy and client assessment. The role of Case Manager was a natural fit with Nikolas’ ability to listen and identify client needs.

David Tracey

Regional Manager

david@advisorly.ca

David, originally from England, has spent the majority of his career managing a stock portfolio.  His success reinforced David’s understanding of the importance of investing, and planning for the future.  As an insurance professional, and Regional Manager on the North Shore and Vancouver Island, David’s number one priority is making sure he provides meaningful help and guidance to each of his clients with AGE Program Insurance.

Americo Punzalan

Regional Manager

americo@advisorly.ca

Americo’s extensive background in healthcare has been an excellent addition to the team.  Not only does Americo have experience advocating for seniors and those with disabilities, but as an insurance professional, and Regional Manager in the Fraser Valley, Americo has the ability to support his clients through important decisions regarding their holistic legacy planning and AGE Program Insurance.

Margie Escalante-Naslund

Advance Planning Advisor

margie@advisorly.ca

Margie, originally from El Salvador, joins the team as an Advance Planning Advisor in the Fraser Valley. Margie’s background has been primarily in healthcare as a unit clerk and a care aid, as well as  administration. Working in healthcare has been extremely rewarding and Margie looks forward to facilitating holistic legacy planning for all her clients, but is especially excited to help those who are newer to Canada and face language barriers.