For over 30 years, I’ve worked with insurance brokers providing a range of expertise and specialty services, including acquisitions & divestitures, succession planning, valuations, corporate finance, operations management consulting, and taxation. I’m a founding partner of CW Partners LLP (now Baker Tilly WM LLP), and as a Chartered Business Valuator, I’m an expert in the valuation of brokerages. My educational credits include a Masters in Business Administration and Chartered Accountant, Chartered Business Valuator and Corporate Finance designations. I’ve been a trusted advisor to countless business owners and entrepreneurs, insurance brokerages, managing general agents and their insurer partners. Over the decades, I’ve led various initiatives to support best practices and excellence in the Canadian insurance industry, including the “Crystal Ball Conference” on industry market conditions and developments, property and casualty brokerage compensation and operations benchmark surveys, a succession planning template publication and seminars, a sales course for producers known as “TIPS,” and assisted in the formation of national (“Canadian Broker Network”) and Ontario (“Millenium Group”) based broker associations who shared and developed operations best practices.I’m now employing this experience and expertise at Collectivfide Insurance Group Inc. to support its merger and acquisition strategy to develop, grow and protect the broker distribution channel by creating broker partnerships and providing support to brokerages and Canadian communities.
Listed skills include Risk Management, Auditing, Corporate Finance, Strategic Financial Planning, and 7 others.