The protection plan for self-employed Canadians

I lead an outstanding team of professional financial advisors in the GTA east region. With 20 years of insurance experience, I am a Certified Financial Planner, a Chartered Life Underwriter, a Certified Health Specialist and a Registered Retirement Consultant. In my personal time, I enjoy golfing, cycling and cooking in my chef’s kitchen.

I was born in Granby and relocated to the nation’s capital region to pursue an insurance career in 2005. Today, I mentor financial advisors to build trusting client relationships by bringing simplicity and enthusiasm to our profession. In my free time, I am a barbecue pro and love to ride my motorcycle.

My parents were small business owners within the trades, and I saw them deal with many financial challenges. Now, I use my deep knowledge of insurance planning to make life easier for my clients. When I’m not working, I’m on the way to coach baseball or hockey and cheer on my two sons.

I have been assisting self-employed people with income protection, disability and life insurance for over two decades. I know life is busy, so I make a habit of meeting clients at home or work when it’s convenient for them. I take my career seriously, but I still make time for running, tennis, golf and hockey.

I’ve been with the firm since 1994, and am the second generation of my family to work in this profession. My expertise is income replacement for self-employed contractors and business owners. As the Associate Regional Director for Northern Alberta, I lead a team of advisors that speak English, Cantonese, Arabic, Ukrainian, Punjabi, French, Italian and Yoruba.

I’m a senior recruiting manager in Calgary with over 20 years of experience in the insurance industry. I have a deep understanding of disability, critical illness and life insurance, and my mission is to help our clients achieve financial independence. I enjoy golfing, fishing and classic cars and I’m currently building a ‘67 T-bird.

I’ve been an insurance professional for over a decade, and in management since 2016. My hobbies include reading, travelling, and meeting new people. When I meet someone new, I ask myself how I can make a difference in their life, often through career mentoring or by helping them protect their income in case of disability.