About Me

I currently hold the role of Senior Insurance Specialist at RBC Insurance, where I bring my extensive expertise to the world of insurance. As a certified professional, I recognize the paramount importance of safeguarding our daily lives. While insurance might seem straightforward, it is an intricate field, with individual needs contingent upon unique circumstances. Particularly for business owners, who often require more comprehensive financial and estate planning, an integrated approach is essential. As we journey through life's various stages, our requirements evolve, necessitating a flexible plan that can adeptly adapt to these changes. My primary mission is to discern your specific needs and deliver precise solutions to address them, saving both time and cost in the process.

My Experience

With over 12 years of experience in the financial industry, I have been a trusted advisor at RBC Insurance since 2015. My core areas of specialization lie in estate planning, business planning, and high-net-worth strategies. To underscore my commitment to professional excellence, I hold prestigious designations, including the CFP® (Certified Financial Planner) and CLU (Chartered Life Underwriter). These designations are universally recognized as esteemed hallmarks of distinction within the industry, signifying an elevated level of expertise and competence in the realm of financial planning and insurance.