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I’m proud to be a compassionate, empathetic financial services account executive on Western Financial Group’s life insurance team. I have over a decade of experience with life insurance, investments, and healthcare
Customer care is my top priority. I’m always looking forward to meeting new clients and referrals.
I am based in Red Deer. If you are looking for life insurance in Red Deer, Olds, Spruce Grove, Morrin, Coronation or in surrounding areas of Alberta, reach out to me. I’m also licensed to advise customers in British Columbia, Saskatchewan, Manitoba, and Ontario.
Following are my licenses and industry related designations:
- Life, accident, and sickness
- Business Management Certificate: General Business
- Financial Services Diploma: General Business Background and solid foundation in financial services.
- CHS (Certified Health Insurance Specialist):— living benefits advice. Life, Critical Illness, Long Term Care, Group coverage etc.
- EPC (Elder Planning Counselor): — professional working in the 50+ age group through education on the evolving and specialized needs of Canada’s citizens as they age.
- QAFP (Qualified Associate Financial Planner):— skills, experience, and ethics to provide holistic financial planning strategies and solutions for clients.
- CLU (Chartered Life Underwriter): — elite professional financial advisors who specialize in developing effective solutions for individuals, business owners, and professionals in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer.
Products and services
Ask me about health care products, group benefits, life insurance, accident and sickness insurance, long term care insurance, segregated funds, RRSPs, RESPs, TFSAs and unregistered investments.
What’s covered with permanent and term life insurance:
Permanent life: You’re paying premiums for a set number of years or until you pass away. It pays out to your beneficiaries upon your death. Some policies also earn a cash value over time.
Term life: You pay your premiums for a set period (i.e., while you are paying off your mortgage and your kids are at school or studying). If you die during this period, the policy pays out to your beneficiaries. If you are still alive by the end, the coverage ends with no payout. Most term policies give a renewal option.
About me
I can serve you in English and I do speak some Spanish.
Other interests and activities I enjoy include working with mechanics (restoring old vehicles). I like golfing, playing tennis as well as running.
My mission statement: Life is complicated and figuring out how to reach your goals can be overwhelming. There’s and endless amount of information out there and it can be hard to even know where to start. I simplify complex financial matters for my clients and look to help them to Live Life Confidently.
Did you know Canadians often don’t have the right coverage? Call me today.
Live Confidently with Life Insurance.
I am licensed in the following provinces and I am here to help you.
Ontario | Alberta | Manitoba | Saskatchewan | British Columbia
