Life & Health Insurance Advisor
As an advisor in investment and insurance products and services, I work with people to help them identify their financial needs and assist them to establish a plan to achieve their immediate and long-term goals. I get to know how my clients wish to live their lives, and develop financial strategies — wealth accumulation and preservation as well as estate and retirement planning — to help them realize those dreams.
I graduated Carleton University with a Bachelor of Arts degree in Law with a minor in Business in 1992. I started my career in the family business — managing one of our two stores with the main responsibility of budgeting and bookkeeping.
Following the sale of our stores, I moved on to Frito Lay as a Route Sales Representative. In the summer of 2002, I entered the financial services industry in the Ottawa area, moving to Toronto in 2003.
How I make a difference in people’s lives
My goal is to help people understand the complex world of Life Insurance in a simple manner that can be easily understood. I focus on all the small details, so that my clients can focus on living the lives they have always dreamed about.
Three ways I make a difference in people’s lives:
- I educate my clients so that they understand the reasoning so that they can make informed decisions.
- I take care of the small details so that my clients can focus on other areas important to them.
- I help them identify their goals and objectives and work with them in establishing a plan to achieve those goals.
Life Insurance | Disability, Critical Illness & Long Term Care Insurance | Non Medical Life Critical Illness & Disability Insurance | Retirement Planning | Group Benefits | Travel Insurance | Estate Planning | Education Savings | Mutual Funds | Segregated Funds | Tax Free Savings Accounts | Registered Disability Savings Plans
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