Broker Disclosure

We Are Committed to Transparency 

My Qualifications

Having such broad experience in the financial industry, I understand how to navigate and lobby financial institutions. I have over 12 years of experience as a broker and 18 years in the financial industry, working both with large and small institutions.

I am current with industry trends and am active in placing and servicing business with insurance companies. My piers would consider me an expert not because of my business, financial, or insurance savvy but because of the attitude I demonstrate toward my stakeholders.

My commitment is to communicate directly and clearly, be present during business hours and always respond in a timely manner. As an agent, I do not shy away from difficult, awkward, or frustrating conversations which is a necessary part of an honest relationship.

Licenses

BC License

#LIC-2024-0049171-R01

Industry Regulators

Distributor Relationships

We process our insurance related business independently and submit it directly to insurance companies with whom we have distribution contract and through Managing General Agencies (MGA). Insurance companies either pay us directly, or partner Managing General Agencies (MGA) which will pay us, a bonus on commissions earned for the sale of insurance products. Any bonuses constitute a portion of the overall compensation that we are paid in conjunction with commissions referenced above. In addition, we have full discretion to deal with any insurer with whom we trade, and we are not subject to any pressure from our Managing General Agency (MGA) partners to favour one or the other insurer.

Our Managing General Agency (MGA) Partners

Our Insurance Carrier Partners

We hold distribution contracts with the following insurance carriers 

Contact Us

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