Advisor Recruitment Specialist, Canada
The last 20 years of my career have been spent working in both the financial services industry and in marketing. I’ve worked in both banking and brokerage and have also been heavily involved in marketing and communications through running my own marketing firm.
Home is located in the beautiful Niagara Region where my husband, Eric and my son, Zack and I are heavily involved in community outreach.
As a relationship-builder with a passion for people, I’m thrilled to have joined the Serenia Life Financial team!
District Manager, Manitoba & Ontario
I began my career in financial services as an advisor in 2014. Quickly, I built a reputation within the industry, as my peers began to take notice of my tremendous success with cold prospecting. It landed me speaking engagements at financial centres across Ontario. Committed to continued education in the industry, I transitioned from a career sales force channel to the brokerage channel to deepen my understanding of all aspects of the business. I’ve always had a passion for recruiting, mentoring, and coaching. In 2019, I made a full-time transition to my role as District Manager at this organization. I truly enjoy the opportunity to recruit and coach new advisors who will help Canadians protect their financial futures.
I joined Serenia Life Financial because I believe in the company’s core values and principles that they share with their advisors and members. It’s refreshing to see a company with a model that reinvests a portion of the company’s corporate earnings so that their members can support the communities in which they work and live. By being in business for nearly 100 years, Serenia Life Financial has had such an incredible impact on giving back to our local community, as well as communities across the country.
District Manager, British Columbia, Alberta & Saskatchewan
I am a Certified Financial Planner (CFP) and have a Fraternal Insurance Counsellor (FIC) designation. I have been working in the Financial Services industry since 2004 as a Financial Advisor. In 2019, I transitioned into a District Manager role, where I enjoy sharing my knowledge in the field by coaching and supporting advisors as they work to build their business.
I thoroughly enjoy this career because I am able to help protect the financial futures of individuals, families, and businesses by identifying risks for my clients and how these risks can be reduced with insurance solutions. As the father of an autistic child, I also bring a wealth of experience in planning strategies for special needs families. My own experiences have taught me so much and I am passionate about what a difference that can be made to protect families when an unforeseen event occurs.
I am a big believer in community and in volunteering to make communities a better place for our children to grow up in. Serenia Life Financial is an organization that shares these values and cares about people. Serenia Life provides support through unique member benefits like Action Teams, giving our members opportunities to volunteer and support the causes they care about in their local communities.