About Me

I have a wife and daughter. My wife is working at Walmart and my daughter, an engineer, is working at Varicent Canada.

My Experience

I have worked in the Insurance industry since 2018. I have held many experiences in various roles such as Sales Manager, Associate Sales Manager with companies such as Sun Life Financial and La Capitale Financial. In 2021 I opened my own brokerage with a partner. We saw various successes in the 3 years such as hiring 24 advisors and running the office as a profitable center. I worked with high-net-worth clients such as mid to large business owners. I was able to show them how to defer or eliminate taxes through insurance and charitable giving. To do justice to my clients I got a designation of MFA-P ( Master Financial Advisor – Philanthropy ). In my previous role I have made great connections with various foundations and charities and some of their donors. I intend on helping clients understand their needs and problems and help them solve those. I want to be with them at every step of the way, trying to make sure that they have a healthy, fulfilling and successful life.