Account Executive
With over seven years of experience in the insurance industry, I have honed my expertise working with Cooperators as a direct writer, specializing in life insurance and investments. My professional journey spans more than 15 years in the finance sector, where I have worked with banks, mortgage companies, and loan firms before transitioning into insurance. My background includes a deep understanding of life insurance and segregated funds.
Growing up on a small hobby farm in Northern Ontario, I have been immersed in the world of small businesses from an early age. My family owned a diverse array of businesses, including a trucking company and a farm, instilling in me a strong work ethic and a comprehensive understanding of various industries.
My commercial experience is extensive and diverse, covering all sectors, including real estate, retail stores, restaurants, mining, builder’s risk, non-profit organizations, auto repair shops, and both small and large commercial operations.
I am passionate about providing a hands-on experience for my clients. Whether meeting them in person to complete applications and take photographs or facilitating the process electronically via email or text, I prioritize convenience and personalized service for each client.
I specialize in commercial, farm, home, and auto insurance, bringing a wealth of expertise to each sector. With extensive knowledge in commercial insurance, I provide tailored solutions for businesses of all sizes, ensuring comprehensive coverage for their unique needs. My background in farm insurance allows me to address the specific risks and challenges faced by agricultural operations. Additionally, my proficiency in home and auto insurance ensures that individuals and families receive the protection they need for their valuable assets. My commitment to personalized service and thorough understanding of various insurance products make me a trusted advisor for my clients.
2024
RIBO
2020
LLQP – Life License Qualification Program
2017
OTL – Other Than Life License