Finance & Insurance
Everyone’s situation and priorities are different. A conversation identifies what people love and care about.
If you had a change of health, an accident, or died tomorrow, what would happen to you, your family or your business?
It’s not an easy question but an important one…
With over 25 years of experience, I know my stuff and have relationships within the insurance, accounting, and legal professions to assist when things get technical, and I am always looking to expand these relationships in our community.
I work with traditional insurance companies including Manulife, Canada Life, Empire, and RBC Insurance as well as specialty companies like Canada Protection Plan and Assumption Life that offer seniors life insurance as well as insurance for the hard to insure. In the Health Benefit market, I work with Group Quest (www.groupquest.ca) to access major companies and directly with Manulife, Blue Cross, and Olympic Benefits (https://www.olympiabenefits.com) for individuals and small business.
I have been active in the Caledon community, In the past involved with Rotary, the Agricultural Society, and actually won a Headwaters Top Tourism Award for creating SnowFest,a Family Day Event. The past few years have been focused on community politics in both Dufferin and Caledon as a supporting spouse of a local politician. My plan is to focus on business and find new ways to serve the community.