As Vice President of CAPCORP, I ensure we consistently provide innovative solutions for clients to plan, implement, and protect their financial future. I specialize in advising employers on employee benefits as well as group insurance and group retirement plans for clients throughout Canada, Europe, Australia, and the United States. Since joining CAPCORP in 1992, I have helped the company grow 30x, as well as increasing employee size from four to 27 employees with offices in Ottawa and Toronto.… Show more As Vice President of CAPCORP, I ensure we consistently provide innovative solutions for clients to plan, implement, and protect their financial future. I specialize in advising employers on employee benefits as well as group insurance and group retirement plans for clients throughout Canada, Europe, Australia, and the United States. Since joining CAPCORP in 1992, I have helped the company grow 30x, as well as increasing employee size from four to 27 employees with offices in Ottawa and Toronto. Founded in 1981, CAPCORP has become one of Canada's leading independent financial services companies. Our clients include both large national organizations and the individual investor. CAPCORP’s success is derived from the commitment to developing and maintaining quality client relationships. Our independence allows clients to access products offered by most Insurance companies and other financial institutions in Canada. Specialties: • Employee Benefits • Retirement Planning • Pensions • Insurance • Financial Services • Politics • Peer Advisory • Peer Learning • Financial Advisory • Wealth Management Show less

I have served on The Benefits Alliance Group’s Board of Directors since its inception in 2008; in April of 2015, I became Chair of the Board. Comprised of more than 150 brokers and advisors from 40 member firms, The Benefits Alliance Group manages approximately $1,13 billion of group insurance premium and $3.7 billion in retirement plan assets on behalf of more than 7,700 employers.The Benefits Alliance Group is Canada's largest firm of independent group benefits advisors, providing… Show more I have served on The Benefits Alliance Group’s Board of Directors since its inception in 2008; in April of 2015, I became Chair of the Board. Comprised of more than 150 brokers and advisors from 40 member firms, The Benefits Alliance Group manages approximately $1,13 billion of group insurance premium and $3.7 billion in retirement plan assets on behalf of more than 7,700 employers.The Benefits Alliance Group is Canada's largest firm of independent group benefits advisors, providing superior advice on the design and management of group insurance and retirement plans. The organization was created to give employers of all sizes access to the collective intelligence and buying power of a national network of industry experts. We share benefit trends and insights, and leverage our in-depth knowledge of the marketplace to provide clients with the best solutions. Specialties: • Employee Benefits • Retirement Planning • Pensions • Insurance • Financial Services • Politics • Peer Advisory • Peer Learning • Financial Advisory • Wealth Management Show less

MacKay CEO Forums is a national peer learning organization for CEOs and top executives. Our team of over 40 highly experienced, professional Forum Chairs provides our members with the highest impact, least time-intensive peer learning experience in Canada. We currently serve over 1,000 members nationwide and we are expanding quickly to meet demand. MacKay CEO Forums also champions the recognition of top CEO talent in Canada through several awards programs alliances and sponsors a… Show more MacKay CEO Forums is a national peer learning organization for CEOs and top executives. Our team of over 40 highly experienced, professional Forum Chairs provides our members with the highest impact, least time-intensive peer learning experience in Canada. We currently serve over 1,000 members nationwide and we are expanding quickly to meet demand. MacKay CEO Forums also champions the recognition of top CEO talent in Canada through several awards programs alliances and sponsors a not-for-profit CEO in each peer group. Show less

TIGER 21, a group of members building the skill set to successfully transition from focused entrepreneurs to disciplined managers of wealth. Participating in professionally facilitated groups, members meet one day per month to harness the varied expertise and collective intelligence of their peers in confidential, feedback-rich learning conversations. With my extensive background in financial planning, I am honored to partner TIGER 21.TIGER 21 is the premier peer-to-peer learning… Show more TIGER 21, a group of members building the skill set to successfully transition from focused entrepreneurs to disciplined managers of wealth. Participating in professionally facilitated groups, members meet one day per month to harness the varied expertise and collective intelligence of their peers in confidential, feedback-rich learning conversations. With my extensive background in financial planning, I am honored to partner TIGER 21.TIGER 21 is the premier peer-to-peer learning network for ultra high-net-worth individuals throughout the Canada and the United States. Managing $40B in aggregate investable assets, the organization serves as a personal Board of Directors where members help their peers improve their investment acumen as well as explore common issues of wealth preservation, estate planning, and family dynamics. TIGER 21 provides a safe environment where members learn, explore, and form relationships, making it truly a family away from home. Specialties: • Employee Benefits • Retirement Planning • Pensions • Insurance • Financial Services • Politics • Peer Advisory • Peer Learning • Financial Advisory • Wealth Management Show less

As Chief of Staff to Honorable Sergio Marchi, I assisted with the establishment of a new department with the first Minister. As principal political advisor, I managed issues and staff to keep the Minister abreast of current topics.Specialties: • Employee Benefits • Retirement Planning • Pensions • Insurance • Financial Services • Politics • Peer Advisory • Peer Learning • Financial Advisory • Wealth Management

As a Benefit Specialist at Great-West Life, I advised large organizations with thousands of employees on their employee benefit programs. In addition, I worked with consulting houses and brokerage firms helping with group insurance and pension plans. Great-West Life is a leading Canadian insurer, with interests in life insurance and health insurance, investment, retirement savings, and reinsurance business, primarily in Canada and Europe.Specialties: • Employee Benefits • Retirement… Show more As a Benefit Specialist at Great-West Life, I advised large organizations with thousands of employees on their employee benefit programs. In addition, I worked with consulting houses and brokerage firms helping with group insurance and pension plans. Great-West Life is a leading Canadian insurer, with interests in life insurance and health insurance, investment, retirement savings, and reinsurance business, primarily in Canada and Europe.Specialties: • Employee Benefits • Retirement Planning • Pensions • Insurance • Financial Services • Politics • Peer Advisory • Peer Learning • Financial Advisory • Wealth Management Show less

At London Life, I was responsible for training agents who advised small businesses on employee benefits as well as pension plans. London Life is a Canadian provider of life and health insurance, retirement savings, investment plans, and mortgages. Specialties: • Employee Benefits • Retirement Planning • Pensions • Insurance • Financial Services • Politics • Peer Advisory • Peer Learning • Financial Advisory • Wealth Management