I have been in the financial services industry since 2004 as an advisor. In 2019, I transitioned into a District Manager role at Serenia Life Financial. I have been a certified financial planner (CFP) since 2010 and presently, I am working toward my fraternal insurance counsellor designation (FIC) as well. I thoroughly enjoy this career, which has been very rewarding 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 thrilled to continue this journey as a District Manager and to share my knowledge in the field by coaching Advisors. I am here to support our Advisors as they work to build their business.
I am a big believer in community and in volunteering to make communities a better place for our children to grow up in. As a fraternal organization, Serenia Life Financial has values that align closely to my own. It is an organization that cares about people and is a great supporter to the community through unique member benefits like Action Teams, which give our members opportunities to volunteer and support the causes they care about in their local communities.