-Worked closely with Advisors, maintaining clear communication to identify any challenges and provide recommendations, sales strategies, and business advice to drive success. Led the recruitment of new Advisors, routinely holding meetings and conducting follow-ups to secure contracts.-Supervised Advisors’ performance, reviewed sales, and applied corrective actions to address performance issues as necessary. Ensured compliance with relevant policies, production standards, and industry best practices. Managed a significant operating budget, ensuring compliance with relevant guidelines and protocols. -Provided guidance and mentorship to the Sales team, including performing hiring, performance evaluations, and terminations as needed. Collaborated with the Vice President of Sales and executive team members to review targets, report performances/ outcomes, and provide feedback to inform strategic initiatives.

-Provided strategic leadership and direction as a Managing Partner and member of the Executive Leadership team, including managing daily operations of the MGA for Alberta, Saskatchewan, and Manitoba as the Sr. Vice-President of Sales and Distribution, Prairie Region, from 2020 to 2023.-Identified opportunities to improve operations, including implementing Corporate Policies, hiring and mentoring talented leaders and team members, and creating effective budgets and corporate goals.-Established and fostered strong relationships with Advisors, including hosting events and providing support and advice to enhance performance. Negotiated contracts, managed relations, and cultivated business with Insurance Carriers. Served as a key point of contact in negotiating contracts with insurance companies.

-Purchased two M&M Meat Shops with a co-owner, providing insight and support to high-level decision-making processes for the businesses.-Contributed to the development and execution of all leadership strategies, including budgeting, staff management, marketing, and day-to-day operations.

-Built and maintained strong relationships with a diverse network of Advisors, MGA Leaders, and representatives of other carriers, leveraging in-depth industry expertise and product knowledge. -Presented BMO’s suite of Insurance concepts and products to both large audiences and individual Advisors, continually working to attract new Advisors and drive growth.-Successfully fulfilled the duties of the Regional Vice-President due to their absence, spanning 54 months out of a 60-month tenure, and consistently outperformed and surpassed the region’s production targets.