Client Advisor

• Oct 2023 - Present

We advise high-net-worth individuals, affluent families and successful entrepreneurs on life insurance for financial security as well as tax and estate planning. We advise high-net-worth individuals, affluent families and successful entrepreneurs on life insurance for financial security as well as tax and estate planning.

Co-Founder/Director of Operations

• May 2022 - Oct 2023

Real Estate Appraiser

• May 2021 - Feb 2022

Client Advisor

• Oct 2019 - Mar 2021

We advise high-net-worth individuals, affluent families and successful entrepreneurs on life insurance for financial security as well as tax and estate planning. We advise high-net-worth individuals, affluent families and successful entrepreneurs on life insurance for financial security as well as tax and estate planning.

Brokerage Investment Professional

• Jun 2018 - Aug 2019

Summer Intern

• May 2017 - Aug 2017

At Cap Advisors Inc. I was introduced to the insurance and financial services industry. I contributed to database projects, where I constructed excel charts to examine future business opportunities. I also researched and analyzed marketing opportunities for the business while helping to update the new company website. It was also extremely valuable for me to network with a wide variety of people in the financial industry through conferences held by Manulife Private Wealth. At Cap Advisors Inc. I was introduced to the insurance and financial services industry. I contributed to database projects, where I constructed excel charts to examine future business opportunities. I also researched and analyzed marketing opportunities for the business while helping to update the new company website. It was also extremely valuable for me to network with a wide variety of people in the financial industry through conferences held by Manulife Private Wealth.

Laborer

• 2015 - 2016

Summer of 2015 and 2016. When I first started with Four Seasons Landscaping, I had no prior experience within the industry. I learned how to use power tools, lay patio stone, build fences and garden. I did not have any training, I had to learn on the job quickly which helped prepare me for future challenges. Most importantly, working with Four Seasons Landscaping taught me to appreciate hard work and work ethic. Summer of 2015 and 2016. When I first started with Four Seasons Landscaping, I had no prior experience within the industry. I learned how to use power tools, lay patio stone, build fences and garden. I did not have any training, I had to learn on the job quickly which helped prepare me for future challenges. Most importantly, working with Four Seasons Landscaping taught me to appreciate hard work and work ethic.

Summer Intern

• 2014 - 2014

I gained value from sitting in on business calls and learning about the financial services industry while studying the Canadian Securities Course. I gained value from sitting in on business calls and learning about the financial services industry while studying the Canadian Securities Course.