Belwood Financial specializes in helping incorporated physicians meet their personal and professional financial goals by implementing a number of insurance and investment solutions provided by the major Canadian insurance companies.

Primary focus was tax driven estate planning and corporate insurance solutions using permanent life insurance and related products. Provided advice to high-earning physicians and their families in the areas of corporate owned life insurance, retirement planning, charitable gifting and wealth protection. Selected Contributions: Consistently exceeded sales targets, settling close to $2 million of premium each year. Six time qualifying member of MDRT and two time Court of the… Show more Primary focus was tax driven estate planning and corporate insurance solutions using permanent life insurance and related products. Provided advice to high-earning physicians and their families in the areas of corporate owned life insurance, retirement planning, charitable gifting and wealth protection. Selected Contributions: Consistently exceeded sales targets, settling close to $2 million of premium each year. Six time qualifying member of MDRT and two time Court of the Table qualifier.  Qualifying V.P. for MD’s Leader’s Forum in 2008.  Earned MD Insurance Leader Award in 2010. Show less

Reported to the President, developed, implemented, and managed back office support operations for the distribution, establishment and administration of Retirement Compensation Arrangements (RCAs) with a staff of three. Communicated with associated advisors, insurance carriers, trustees, staff, and vendors to coordinate overall marketing effort and follow through with comprehensive administrative support.

Reported to the Senior Vice President, Distribution. With a staff of five, was responsible for producing advanced marketing strategies to promote individual life, living benefits and investment products. Developed and managed a wide range of marketing tools, including promotional materials, presentations, sales illustration software, direct-mail pieces, and Web site content. Defined and evaluated product marketing collateral and programs. Directed the National Estate and Tax Planning team… Show more Reported to the Senior Vice President, Distribution. With a staff of five, was responsible for producing advanced marketing strategies to promote individual life, living benefits and investment products. Developed and managed a wide range of marketing tools, including promotional materials, presentations, sales illustration software, direct-mail pieces, and Web site content. Defined and evaluated product marketing collateral and programs. Directed the National Estate and Tax Planning team composed of five lawyers and one accountant. Maintained communication with senior management to ensure marketing activities aligned with business goals. Show less

Reporting to the Vice President of Operations, directed a team composed of department managers in carrying out a full range of product development, marketing and sales promotions functions for both life insurance and investment products. With a staff of three, drove product development, sales promotion including conventions and meetings and provided case consultation support to Managing General Agents.

Reporting to the Vice President of Sales, promoted life insurance and investment products to IDA firms and financial planning firms operating on a national basis, with a staff of one assistant.

As retirement and estate planning consultant, specialized in serving older, high net worth clients, providing mutual funds, GICs, annuities and life insurance to implement tax and estate planning strategies.

Reporting to the Director, Advanced Marketing, provided fee-based financial planning services to clients of sales representatives.