Protect Financial specializes in delivering financial services to dentists and other medical professionals. We acutely understand the life cycle of professionals and the insurance and investment needs that accompany the evolution from new grad to mature practitioner. We are experts in disability and life insurance and, leveraging the experience of our parent company CAPCORP, we also provide investment advice and group insurance consulting. I manage the firm and am the lead Advisor… Show more Protect Financial specializes in delivering financial services to dentists and other medical professionals. We acutely understand the life cycle of professionals and the insurance and investment needs that accompany the evolution from new grad to mature practitioner. We are experts in disability and life insurance and, leveraging the experience of our parent company CAPCORP, we also provide investment advice and group insurance consulting. I manage the firm and am the lead Advisor for professional clients across Canada. Show less

I advise small and medium-sized businesses and their owners on group insurance, health care spending accounts and other corporately-owned insurance policies.

As the firm's Director of Operations, my responsibilities included IT, HR, Strategy, and M&A.

Bill Me Later was a financial services company at the intersection of consumer credit and e-commerce. We developed a way for people to qualify for credit in real-time at an online merchant site and then make purchases without a credit card. The company was originally spun out out Nortel Networks and was formerly known as GoPin. Bill Me Later was subsequently acquired by Paypal.

Working for ADGA Subsidiary, Training Innovations Inc., I promoted the firm's custom CBT and WBT development capabilities including responding to RFPs from public and private organizations.

I managed the CATM program - a "mini-MBA for managers in technology companies". This involved marketing, sales and classroom management.