As a Certified Executor Advisor, I work with a team of specialists to help clients realign their financial expenditures to protect what matters most in the areas of estate, wealth and financial planning.
I have worked extensively in the areas of business development and practice management. Since 1981, I have worked across Canada in the financial services industry as a product and marketing specialist, customer service representative and small business consultant where I helped independent advisors, entrepreneurs, and clients achieve their business and personal financial objectives. I joined HUB Financial, (the largest Financial and Insurance Brokerage in North America), in 1998 and as Regional Vice President, successfully developed the Prairie Region into one of the most successful regions in the country. Also, I was involved in the initial planning and implementation of HUB's mutual fund dealership, HUB Capital Inc.
I have served on many industry focus group panels and corporate strategic planning initiatives. I have served on the executive board for Advocis, the Canadian Association of Financial & Insurance Advisors. In addition to my professional affiliations, I stay active in my community and was one of the founding directors of the Kiwanis Club of Calgary Metro.