We all have defining moments in life. This was mine and from that moment, it has made me who I am today.
Celebrating Life With Passion, Purpose & Enthusiasm
Life sometimes comes at you. Boom – there it is and there’s no turning back. Yet, as a society, most of us are obsessed with instant gratification and we shy away from planning for tomorrow.
After Michael’s death, I struggled and had a difficult time getting up each morning with a purpose. Not long after, I lost my marriage and my job. I ended up returning to my roots where my grandfather and great uncle made their mark as Quarter Million Men at Canada Life Assurance Company in the 1930s and 40s.
Speaking From My Heart
Working at London Life, I soon realized few people knew how insurance could help them in life and in business. I wanted to make a difference and help people be prepared for life’s unexpected events by building a solid financial foundation.
I joined Toastmasters because I knew if I could tell my story well, people would realize how important it is to put a plan in place to protect their life and loved ones. Speaking confidently one-on-one or to large audiences, I can never forget the impact that my son’s short life made on me. By empowering you with the right information, I can help you be better prepared in life.
If you knew exactly what was going to happen tomorrow … wouldn’t you plan for it today?
What I do
Business philosopher and author Jim Rohn says, “The legacy we leave is part of the ongoing foundations of life. Those who came before leave us the world we live in. Those who will come after will have only what we leave them.”
I’ve competed in over 100 triathlons, 24 marathons and numerous road-racing events (5k,10k, Half-marathons). I stay active to challenge myself so I can face the mountain, as I like to say. It’s my driving energy as a financial advisor so I can dedicate my purpose in life: helping clients reduce their exposure to risk, and ultimately plan for retirement.
In my family, I’m the third generation in the field of life insurance. I didn’t understand the value of life insurance until after I was sidelined for nearly 18 months after the loss of my son from Leukemia. This devastating, emotional loss made me realize the imperfection of life. The impact on my retirement was significant after this loss.
We don’t know what’s around the corner, but we can be better prepared for life’s imperfections with the help of insurance products. I help clients understand how a well-design risk-management plan supports their goals and dreams, create wealth, defer taxes, distribute their estate and magnify their legacy
Insurance is an integrated tax planning system to shoulder your risk and plan for tomorrow. I’m a strong advocate of educating people and helping them understand how estate and tax planning can create a legacy and continue to protect, support and encourage others to further what is important to you.