See How Many Clients You're Missing Each Month
Simply enter your business email & Topline AI Agent will show you.
Diana Mick Ba (Hons) Clu Rhu ...
- Claim this Profile
- Estate Planning
- Financial Advisory
- Team Building
- Financial Planners
- Fixed Annuities
- Show all
Bio
Credentials
-
Fraternal Insurance Counsellor
FINRAMar, 2021- Jun, 2026 -
Advocis Member
AdvocisJul, 2014- Jun, 2026 -
Chartered Life Underwriter
The Institute for Advanced Financial EducationJul, 2014- Jun, 2026 -
Associateship with Royal Conservatory of Music - ARCT - Piano Teaching
University of Toronto -
Certified Executor Advisor (CEA)
- -
Chartered Life Underwriter (CLU)
Advocis -
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities (currently LLQP) Since 1982
Province of Ontario -
Registered Health Underwriter (RHU)
Advocis
Experience
-
-
Manager, Tax Retirement & Estate Planning Services
-
Jul 2023 - Present
I am a member of the Tax Retirement and Estate Planning team of professionals who provide advanced sales and technical support to Account Executives and their sales team across Canada. I create and present virtual and in person webinars which are designed to provide a deeper understanding of stra...
-
-
-
-
Canada
-
Financial Services
-
100 - 200 Employee
-
National Sales Manager
-
Dec 2021 - Nov 2022
I developed Financial Representatives from BC to Ontario, consulting on larger cases, strategies, charitable giving, estate planning and finding new opportunities within their existing client books. Created and presented seminar material and shared my experiences to entire advisor team. Partnered with the District Managers and VP of Sales and Distribution during this period of significant growth and rebranding
-
-
Sales Manager - Ontario
-
Feb 2021 - Dec 2021
In partnership with the District Manager, I helped Financial Representatives grow their business whether new to the industry or with many years of service. I coached, mentored and assisted with opportunities to grow their business resulting in many years of success and a rewarding career.
-
Various firms
-
Greater Kitchener-Cambridge-Waterloo Metropolit...
-
Life Insurance and Living Benefits Specialist
-
Sep 2016 - Feb 2021
-
Greater Kitchener-Cambridge-Waterloo Metropolit...
Returned to personal production with a selected client base. Completed contract role with general insurance firm, managing Life insurance book of business. Expanded my knowledge of no-medical insurance solutions in a sales role with Specialty Life Insurance during the COVID-19 pandemic.
-
Qtrade Financial Group
-
Kitchener, Canada Area
-
Senior Estate Planning and Insurance Specialist
-
Aug 2015 - Sep 2016
-
Kitchener, Canada Area
Developed new insurance initiative for growth - exclusively for Kindred Credit Union. Responsible for selection of insurance and segregated fund carriers to provide insurance product offering for members. Trained Branch Managers, Personal and Commercial lenders and also Financial Planners, enabli...
-
Edward Jones
-
Eastern Ontario, Montreal, Maritimes
-
Senior Insurance Specialist
-
Jun 2012 - Jun 2014
-
Eastern Ontario, Montreal, Maritimes
Provided coaching, mentoring and education for 108 financial advisors across Eastern Canada. Achieved results of 145% target year over year.Built and delivered training programs through various modalities including online training, webinars, phone consultations and group sessions, in addition to ...
-
Richardson Wealth
-
Ottawa ON
-
Estate Planning Advisor
-
Jan 2011 - Jun 2012
-
Ottawa ON
Exhibited expertise and gained high value client credibility for premiums up to $250,000 annually.Retained by this boutique firm to strengthen advisor interest in insurance products while serving as an Estate Planner for affluent clients.Deployed superb interview and client needs analysis skills ...
-
CIBC Wood Gundy
-
Ottawa, Canada Area
-
Associate Estate Planning Specialist
-
Apr 2008 - Nov 2010
-
Ottawa, Canada Area
Worked with 65 Investment Advisors across Eastern Ontario to build networks and develop new business, establishing a thriving referral base and earning a reputation for sharp business instincts and customer service excellence.Navigated the full sales continuum from initial contact to planning, do...
-
Sunlife Financial
-
Ottawa, Canada Area
-
Long Term Care Insurance Specialist
-
Jun 2002 - Apr 2008
-
Ottawa, Canada Area
Led the Long Term Care Insurance Specialist team with the highest level of sales in Canada working exclusively with clients referred by Investors Group Consultants.
-
Barriefield Blossoms - Flowers and Fine Gifts
-
Kingston, Ontario, Canada
-
Independent Business Owner
-
May 1999 - May 2002
-
Kingston, Ontario, Canada
-
The Co-operators
-
Kingston, Ontario, Canada
-
Insurance Advisor
-
Jun 1995 - Apr 1999
-
Kingston, Ontario, Canada
-
Mutual Life
-
North Bay, Ontario, Canada
-
Life Insurance Agent
-
May 1982 - May 1995
-
North Bay, Ontario, Canada
-
-
Education
-
Wilfrid Laurier University
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Insurance”
Need a custom project? We'll create a solution designed specifically for your project.
References
Social Profiles
Community
