Start-ups to Mid-size Businesses
National Enterprises & Associations
I have been in the insurance industry since 2007 and have my Canadian Accredited Insurance Broker (CAIB), Certified Health Insurance Specialist (CHS) and Certified Financial Planner (CFP) designations. In addition, I have my life as well as my general insurance license. I’m proud to be a compassionate, empathetic financial services account executive on Western Financial Group’s life insurance team.
With over 16 years’ experience, I specialize in risk management whether it is protecting your business’s property and liability exposure or protecting your family’s ability to earn a living with life and disability coverage. I love to review client’s current coverages and situations, taking the time to explain to them options that are available to improve their coverages.
I work out of the Brooks’ Alberta office, servicing Brooks and Bassano. I’m also licensed to advise customers in British Columbia, Saskatchewan, Manitoba, and Ontario.
Customer care is my top priority. I’m always looking forward to meeting new clients and referrals.
Products and Services
Ask me about Life insurance, Disability insurance, Critical Illness, Group Benefits, Health and Dental, Segregated funds, Commercial auto, Commercial Property, Labour/material, and performance bonds.
Licenses and Industry related designations: General Insurance License, Life insurance License, Certified Financial Planner since 2013, Certified Health Insurance specialist, Canadian Accredited Insurance Broker Designation.
I am married with three boys. I enjoy snowboarding, hockey and playing guitar.
Did you know Canadians often don’t have the right coverage? Call me today.
Ontario | Alberta | Manitoba | Saskatchewan | British Columbia
Mon-Fri: 8am-8 pm MT
Sat: 9am-6 pm MT
Mon-Fri: 7:30am-4 pm MT
Sat: 9am-6 pm MT
2020 Western Financial Group. All rights reserved.
2023 Western Financial Group. All rights reserved.