Private insurance solutions to protect your lifestyle and high value assets.
Concierge is the private client services team of Capri Insurance offering solutions to protect your lifestyle and high value assets.
Concierge Clients enjoy an elevated level of service, providing privacy and convenience. Working one-to-one with your Advisors, we ensure seamless integration with your wealth management team.
Our team is connected to local, national, and international networks, allowing us to meet your needs wherever they may originate.
Welcome to Capri Concierge.
As the daughter of one of Capri’s founders, you might say delivering insurance solutions and amazing service is in Crissy Rea's blood. She started working in the insurance industry in 1988, graduated from her Canadian Accredited Insurance Brokers (CAIB) designation with honours, and joined Capri in Kelowna in 1994.
Today, as part of Capri Concierge, Crissy sees herself as looking after family and friends, ensuring everyone has the right protection and peace of mind. Crissy makes sure she’s always available to clients who have questions about claims or coverage because client satisfaction is a top priority.
When Crissy’s not in the office writing policies, she’s probably on the ice. As a former professional figure skater and now, as a coach, Crissy brings to her clients the same dedication and work ethic she gives to this beloved sport.
For Jody Hayes, Capri Insurance is a family affair. Her father helped establish the company in 1975, and Jody began her career soon afterwards. Over the years, her passion for helping people get just the right protection brought her through a handful of departments before she found her niche in commercial insurance nearly 15 years ago.
Jody enjoys the close relationships she’s developed with longstanding clients over the years as well as their trust and confidence in her ability to deliver the best coverage.
Natalie Watson worked in the insurance industry for nearly 20 years before she decided to use her expertise and her keen eye for detail to assist Jody Hayes, Crissy Cuddihy and Ev Rea at Capri Concierge.
As their assistant, she enjoys the variety of working on both personal and commercial lines. Natalie, who earned her Canadian Accredited Insurance Brokers (CAIB) designation in 1999, uses her own background as a personal broker to liaise with underwriters and lawyers, process paperwork, and ensure the accuracy and smooth delivery of clients’ policies.
Natalie grew up in Delta and began her insurance career there in 1992. In 2004, she moved to the Kelowna to continue her career in the beautiful Okanagan.
After working for Capri for nearly a decade, Paula joined the Concierge team in 2014. She enjoys the diversity of coverage she is able to offer on everything from luxury homes and watercraft, to excess liability and fine art collections.
Paula understands both the urgency and the importance of the policies she’s working on and prides herself in investigating every possible avenue to ensure her clients receive a complete and comprehensive portfolio. Having cultivated strong company ties, Paula is able to work seamlessly with her underwriters, which allows for the prompt and accommodating service she is committed to providing.
After leaving the Bank of Montreal for a career with Capri Insurance, Caroline Miller went on to open and manage the West Kelowna branch and earn her Canadian Accredited Insurance Brokers (CAIB) designation. In 1998, she was chosen to establish Capri’s new VIP division to better meet the needs of clients with high net worth assets in her hometown of Kelowna.
Over the years Caroline has developed lasting relationships with her clients in part because of her unique ability to truly listen to clients and help them understand insurance. Her honest, approachable nature helps build an important level of trust and rapport so she can ensure clients get just the right coverage.
Caroline prides herself on finding innovative ways to insure everything from private residences to international vacation properties.
Madison Klose has been a part of Capri Insurance since 2012, helping clients with auto and home insurance. Madison has recently joined the Capri Concierge team, assisting Caroline Miller and Paula Gervais.
Madison uses her experience as an agent and her strict attention to detail to help ensure the accuracy of policy details and perform administrative tasks for Paula and Caroline. She enjoys helping her team provide timely, smooth, accessible service to help give clients a positive insurance experience.
Joanne has 25 years of insurance experience looking after clients needs with Capri Insurance. Growing up in Lake Country, Joanne Chapman knows exactly why people are drawn to the Okanagan Valley. Her passion for the outdoors and the Okanagan lifestyle, helps her understand her clients’ needs when it comes to protecting their assets.
Joanne brings a wealth of knowledge, exceptional customer service and a Canadian Accredited Insurance Broker (CAIB) designation to her role in Capri’s Concierge service at her hometown office in Lake Country.
Providing that extra level of service to our high-value clientele with specific insurance needs is a challenge Joanne relishes. She prides herself on taking the extra time to provide a personal level of insurance for each client. Joanne is able to communicate with clients in a manner convenient for them.
With more luxury developments across the valley and an increasing number of overseas and out-of-province visitors taking up residency in the area, she looks forward to welcoming clients to the Capri Concierge family. Joanne holds her insurance license both in the province of BC as well as Alberta.