Life insurance is a must for everyone, providing financial security for your loved ones in the event of your passing. As a key financial planning tool, life insurance ensures that your family is protected from financial burdens such as mortgage payments, outstanding debts, and daily living expenses.
In Canada, insurance brokers play a vital role in helping you find the right coverage by comparing quotes from multiple insurers, ensuring you get the best policy for your needs and budget. They assess your unique situation and guide you through the process, helping you understand the benefits of different coverage options.
However, honesty is a must when applying for life insurance - if you lie on your life insurance application, insurers may deny your claim or cancel your policy, leaving your beneficiaries without the financial support they were counting on. By working with an experienced insurance broker, you can secure the right coverage with transparency and peace of mind.
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.
About me
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
