Promod ("pro-MODE") helps people understand and then transfer their financial risks with insurance. Much of this work is done in collaboration with other independent advisors. Promod uses his training to analyze your financial risks of living too long (longevity), dying too soon (mortality), losing income (disability) and losing health (morbidity). You get a clear diagnosis and honest answers to your questions. You can fill the prescription at the Taxevity Insurance Pharmacy.

Riscario is committed to helping visitors improve their financial literacy for free online. In particular, the focus is on insurance literacy. Create content for the Riscario wiki (http://riscario.com) and Riscario Insider blog (http://blog.riscario.com). Answer questions. Speak to groups.

Serving alumni of Western University around the world as a member of the Alumni Association Board of Directors during three two-year terms. I've been most involved with the following:- Volunteer Resources Initiative- Alumni Engagement Committee- Alumni Awards of Merit Selection Committee- Alumni Affinity Partner Review Committee- Legacy CommitteeIf you are a fellow alumnus, let's discuss how our Alumni Association can continue improving. Please consider… Show more Serving alumni of Western University around the world as a member of the Alumni Association Board of Directors during three two-year terms. I've been most involved with the following:- Volunteer Resources Initiative- Alumni Engagement Committee- Alumni Awards of Merit Selection Committee- Alumni Affinity Partner Review Committee- Legacy CommitteeIf you are a fellow alumnus, let's discuss how our Alumni Association can continue improving. Please consider volunteering too! Show less

CARP Canada is a national, nonpartisan, nonprofit which promotes the interests, rights and quality of life for aging Canadians. ("CARP" was originally an abbreviation for "Canadian Association of Retired Persons". Now non-retirees can also join and "CARP" means nothing.)CARP Etobicoke (Chapter 43) was an active chapter with over 4,000 members. We hosted numerous free events for members, thanks to generous, carefully-selected sponsors. As a board member, I helped run and grow the chapter… Show more CARP Canada is a national, nonpartisan, nonprofit which promotes the interests, rights and quality of life for aging Canadians. ("CARP" was originally an abbreviation for "Canadian Association of Retired Persons". Now non-retirees can also join and "CARP" means nothing.)CARP Etobicoke (Chapter 43) was an active chapter with over 4,000 members. We hosted numerous free events for members, thanks to generous, carefully-selected sponsors. As a board member, I helped run and grow the chapter for two years by:- launching the Meetup group (http://www.meetup.com/CARP-Etobicoke)- developing, conducting and reporting on the annual member survey- switching our newsletter provider to Mad Mimi- organizing and hosting events- finding sponsorsCARP Etobicoke excelled in the 2015-2016 season. Here are five highlights:1. Approval of our grant for the Successful Aging initiative (lead by James Ellis)2. Well-received and well-attended events3. Unmatched satisfaction in our annual membership survey4. Well-deserved recognition via the Exceptional Service Awards for Etobicoke Centre5. Solid financialsOrganizations change. In January 2016, CARP Canada fired well-regarded Susan Eng, Executive Vice-President of Advocacy. The resulting upheaval affected the chapters, including CARP Etobicoke. I'm among the four board members who resigned in July 2016 to volunteer elsewhere. Show less

I've been doing talks, presentations and workshops on how to build trust since 2008.We live in a transparent world, which makes trust more essential to build and more difficult to keep. I share ideas I've field-tested in the financial sector since 2007. If they work there, they'll count on them working for you. I was planning a book but found I could help more people sooner via live workshops and the Sanctum private social network. You'll get more details by clicking on the company name.

This is a volunteer position at an amazing Toastmasters club that was established in 1981. You'll find more details at: http://www.goodyeartoastmasters.comSince the club was already running well, I focused on creating a living legacy via social media. For instance, you'll find a Meetup group (http://www.meetup.com/GoodyearToastmasters) and a blog with 65+ posts (http://gytm.blogspot.com). The club achieved 10 Distinguished Club Points (DCP), the highest level possible.

Screened and selected speakers for the monthly events and special workshops. Volunteer position.

Provided advanced marketing support in the field to advisors and strategic partners, mainly in Ontario. Role included training, presentations and help on specific cases.Partial client list:- bank-owned National Accounts: BMO Nesbitt Burns, National Bank, RBC Dominion Securities, TD Waterhouse, ScotiaMcLeod- other National Accounts: Assante, Dundee, IA Securities, Manulife Securities, Raymond James- MD Life- independent Managing General Agencies (MGAs)

Increase revenue of independent investment advisors at Industrial Alliance Securities by sharing proven strategies, practical ideas, actuarial insights and best practices.My services were provided at no charge through KingsGate Insurance Group on a voluntary, part-time basis.This laboratory provided an unprecedented opportunity to learn and experiment. This resulted in a unique understanding of the unvoiced feelings of investment advisors, the genuine concerns of clients and the… Show more Increase revenue of independent investment advisors at Industrial Alliance Securities by sharing proven strategies, practical ideas, actuarial insights and best practices.My services were provided at no charge through KingsGate Insurance Group on a voluntary, part-time basis.This laboratory provided an unprecedented opportunity to learn and experiment. This resulted in a unique understanding of the unvoiced feelings of investment advisors, the genuine concerns of clients and the challenges faced by insurance advisors. During 2007, insurance sales set records and exceeded levels at most firms supported in Ontario. Show less

Launch life, health and annuity products in Canada and Curacao for sale through advisors, National Accounts, private label partners or the Internet.• Report to Executive Vice President and Chief Operating Officer• Run a department of ten with hands-on responsibilities• Assisted with manufacturing private label UL for MD Life, TD Life, BMO Life and CUMIS Life (starting mid-1998)

• Trained and assisted clients in using the actuarial modeling system• Performed life consulting for Tillinghast• Tested, programmed, and developed the software• Documented user utilities, input items and output items

• Group Actuarial — Pricing & Analysis (8 months)• Personal Insurance Financial — R&D (2 years)• Corporate Actuarial (2 years, as Actuarial Assistant)

Summer position in the Group Actuarial Department working for Stuart Wason and Henry Essert in Toronto. The only second year student to get an actuarial position that year.A much-appreciated opportunity to see if I liked actuarial work before committing my life to the profession. The first time living away from home.