About Me

As a Senior Insurance Specialist at RBC Insurance, I work with individuals, families, and businesses to create carefully crafted insurance plans. To this end, I will often incorporate life, disability, critical illness, or business coverage (at minimum) to design a plan that works with you as you, your family, and your business grows. The financial industry has been present in my life ever since I was a child: my father has been an insurance broker for 35 years. Ever since I started as an insurance advisor, I knew I wanted to be different. It's been my goal since I entered into the industry to be one of the most educated and competent advisors not only at RBC Insurance but in the industry at large. What drives me every day is the belief that clients deserve focused advice and it is my duty and privilege to provide them with exactly what they need; no more and no less.

My Experience

I've been in the financial industry for 10+ years and I've spent the last 6 of these actively working as an advisor at RBC Insurance. My strongest areas of expertise are in estate planning, business planning, and high net worth strategies. In terms of education, I have three designations (CFP®, CLU, and CHS). The CFP® and CLU designations are two of the highest regarded designations in the industry and are both considered high watermarks for financial planners and insurance professionals. I'm also regularly requested as a speaker for training events and seminars both within and outside of the organization.