New Business Associate
CurrentAs a licensed professional, I play the role of New Business Associate at OneLife Wealth Management Inc. and the Canadian Bar Insurance Association/Lawyers Financial. I am responsible for the application process, and following that process through to ensure onboarding of new clients is smooth and impactful. My career in financial services has taken me to different places, where I have gathered extensive product knowledge and become an expert at utilizing the various software and tools required to properly market the insurance landscape.