Bio
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Experience
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Strategic Planning Specialist, Leadership Coach, Mentor & Public Speaker
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Jul 2018 - Present
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iA Financial Group (Industrial Alliance)
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VANCOUVER & TORONTO
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VICE PRESIDENT - Sales, Personal Financial Services (PFS) & National Accounts
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Mar 1998 - Jul 2018
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VANCOUVER & TORONTO
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Education
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University of Cape Town
B Procurationis, Law -
North-West University / Noordwes-Universiteit
Certificate of Competence Luyt School of Business Law, Life and Pension Advisors -
2003 - 2018Canadian Institute for Elder Planning Studies
Elder Planning Counselor, Financial Planning and Services -
1985 - 2018Financial Planning Institute
Certified Financial Planner, Insurance and Investments -
University of the Witwatersrand
Business School, General Management Program
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