Insurance Advisor | Mortgage Agent
Committed to helping people reach their goals by providing sound advice and recommendations to protect their financial security for the long term.
I joined Verecan (nee WLWP) in 2021 after ten years of industry experience, including retail banking, investments, lending, training, compliance, and management. As an Advisor/Broker with Verecan Group, I'm committed to helping people reach their goals by providing sound advice and recommendations to protect their financial security for the long term.
Not being tied to a specific insurance provider ensures our clients have access to all options such as financial protection, estate planning, taxation strategies, investment growth, income protection, as well as specific insurance for business structure, extended/group medical & dental, accident & sickness, etc. — providing tailored solutions, at the best rates.
Success to me is providing the best possible coverage for our client's needs so they can focus on what matters most.
Comprehensive insurance and financial solutions tailored to your needs
Protect your loved ones with comprehensive life insurance coverage designed to meet your unique needs and goals.
Safeguard your income and financial stability with disability insurance that provides peace of mind.
Extended and group medical & dental coverage for individuals and businesses, including accident & sickness protection.
Specialized insurance solutions for business structures, ensuring your company is protected against unforeseen events.
Strategic estate planning services to minimize taxes and ensure your legacy is preserved for future generations.
As a licensed Mortgage Agent, I provide expert guidance on home financing and mortgage solutions.
Accident, Health, Life, Variable Life & Variable Annuities (New Brunswick Non-Resident)
Licensed mortgage professional providing home financing solutions
Accident, Health, Life, Variable Life & Variable Annuity (Non-Resident)
Canadian Securities Institute certification
Providing comprehensive insurance solutions and financial advice. Verecan represents a natural evolution, allowing our team to more effectively align with clients while maintaining our commitment to always doing the right thing.
Providing expert mortgage advice and home financing solutions to clients across Canada.
Searching through all Insurance Companies to provide clients with the most favorable coverage based on their unique life and financial needs and goals.
Worked alongside portfolio managers and skilled colleagues on tax planning, estate planning, insurance, and financial planning for businesses and individuals.
Assistant Branch Manager, Covering Branch Manager, Financial Services Manager, and CSR. Extensive experience in retail banking, investments, lending, training, compliance, and management.
Ready to protect your financial future? Let's connect.
Vancouver, British Columbia, Canada