I have been in the insurance industry for 18 years. I have been with Western for 11 years and in that time, I have been a “record breaker” for eight years running. I have investment, estate, and financial planning experience along with Group Benefits, Disability, Life insurance and our other products.
My typical clients range from young couples, growing and changing families, retirees, and business owners, among others.
Customer care is my top priority. I’m always looking forward to meeting new clients and referrals.
I am based in Okotoks but I am in the Kootenays for six months a year with the ability to travel. If you are looking for life insurance in High River, Okotoks, Calgary, Vulcan, Nanton, Taber or surrounding areas in Alberta, reach out to me. I’m also licensed to advise customers in British Columbia, especially in the Kootenay region. I can also help customers with their life insurance in Saskatchewan, Manitoba, Ontario, and Yukon.
I have my Canadian Accredited Insurance Broker (CAIB) and my Certified Health Insurance Specialist (CHS) designations. I am licensed for life, accident and sickness in Ontario, Manitoba, Saskatchewan, Alberta, B.C., and Yukon. I have the general Level 2 personal insurance license for Alberta.
I’m proud to be a compassionate, empathetic financial services account executive on Western Financial Group’s life insurance team.
Products and services
Ask me about Life insurance, Critical Illness, Disability, Health & Dental as well as investments.
What are segregated funds?
Segregated funds can be described as an investment associated with life insurance. These can be purchased as part of a tax-free savings account (TFSA) or registered retirement savings plan (RRSP). Feel free to reach out to me today to start talking about your financial future.
I help my clients through the insurance process from start to finish. I help my clients design custom plans to fit their unique needs and budget with keeping their best interests up front. Your benefits can range from saving money, getting better and proper protection, and most importantly having peace of mind. I help protect you from the risks of everyday life, recover from the unexpected, and realize your dreams.
Other interests and activities I enjoy include spending time with my spouse, our son and two dogs. We like heading to our lake, enjoying the water with family/friends and going on long hikes.
Ontario | Alberta | Manitoba | Saskatchewan | British Columbia | Yukon