Experience

Odlum Brown Limited

• Canada
• Financial Services
• 200 - 300 Employee

• Insurance Administrative Assistant at Odlum Brown Financial Services Limited

  • Apr 2016 - Present

  Together with your Odlum Brown Investment Advisor, our team of specialists from Odlum Brown Financial Services Limited provides you with unbiased and up-to-date information to assist you when making decisions about retirement and estate planning, tax planning, and risk management using insurance products. Estate Planning Preparing for Retirement Tax Information Services Insurance and Annuities Protecting you and your family from the uncertainties in life. Insurance Planning identifies financial objectives and obligations which help determine if you should retain, reduce, avoid or transfer risk. This part of the financial planning process is designed to uncover these issues, determine what action should be taken as planning goals change over time, and develop strategies to manage risk using insurance products. Disability insurance can help you and your family maintain your standard of living by providing replacement income. In the event of death, life insurance can provide replacement income or pay off large amounts of debt such as a mortgage on the family home. Products like critical illness insurance can provide a ready source of funds for medical treatments during a serious illness, so that retirement assets are not depleted prematurely. An annuity can provide guaranteed lifetime income and offers many options to suit your needs, including single or joint life plans.



Transamerica Life Canada

• Canada
• Insurance
• 100 - 200 Employee

• Insurance Broker

  • Jan 2011 - Apr 2016

  Independent Insurance Broker Life & Accident and Sickness Insurance Segregated Funds RESP, RRSP, TFSA, Annuities Final Expense Specialist Independent Insurance Broker focusing on Final Expense insurance. Independent Insurance Broker Life & Accident and Sickness Insurance Segregated Funds RESP, RRSP, TFSA, Annuities Final Expense Specialist Independent Insurance Broker focusing on Final Expense insurance.



Candace Kwinter Financial Services Ltd.

• West Vancouver

• Administrative Licensed Assistant, Manulife Securities Financial Services

  • Jun 2013 - Mar 2016

  Segregated Funds, Mutual Funds, Investments, Insurance Segregated Funds, Mutual Funds, Investments, Insurance



Dignity Memorial

• United States
• Individual and Family Services
• 700 & Above Employee

• Family Service Counselor/ Pre Arrangement Advisor

  • 2009 - 2011