Senior Financial Advisor

• Oct 2015 - Present

As an experienced advisor, I specialize in providing group benefit and group retirement products that meet the diverse needs and goals of our clients. We work with all the major insurers in Canada and have offices in Saskatoon, Regina, Tisdale, SK. We’re licensed in SK and AB and currently service over 300+ employer sponsored group benefit plans in Western Canada. Creating Brilliant Futures! As an experienced advisor, I specialize in providing group benefit and group retirement products that meet the diverse needs and goals of our clients. We work with all the major insurers in Canada and have offices in Saskatoon, Regina, Tisdale, SK. We’re licensed in SK and AB and currently service over 300+ employer sponsored group benefit plans in Western Canada. Creating Brilliant Futures!

Member

• 2010 - Present

Associate Advisor (Aurora Financial Solutions Inc.)

• Apr 2015 - Oct 2019

As an experienced advisor, I specialize in providing group benefit and group retirement products that meet the diverse needs and goals of our clients. I also work with pre and post retirees in providing lifetime financial security, retirement and estate planning solutions. It's never too late, or too early to get started.Creating Brilliant Futures!

Sales Manager

• Aug 2013 - May 2015

As a Sales Manager at Sun Life, I'm responsible for identifying, selecting, recruiting, training and coaching quality candidates into our career sales force. My role is to educate and mentor new financial advisors in an effort to help them grow a successful life long practise. Ongoing training, development and joint field support is important in acheiving this. I'm interested in meeting with anyone who is curious about a dynamic career in the financial services industry, typically someone who is driven, entrepreneurial and enjoys working with people.I'll help you explore the opportunities. Show less

Associate

• Oct 2010 - Aug 2013

I managed the group RSP and Pension division, providing industry leading employer benefit solutions and employee education workshops. I managed the group RSP and Pension division, providing industry leading employer benefit solutions and employee education workshops.

Estate Planning Advisor

• 2006 - 2010

I working in a specialist role with high net worth clients, providing detailed retirement plans and estate protection solutions.

Partner (McLay Willms Financial Services Corp.)

• 2006 - 2010

Management of all group benefit accounts and advanced individual insurance solutions.

Financial Advisor

• 2002 - 2006