Printing tool Download PDF

Work experience

Sep 2001Mar 2006

Vice President Estate Planning

Canaccord Genuity

I was responsible for the Estate Planning division of the Calgary Canaccord branch. Responsibilities were to increase revenue to the branch by creating financial plans for the investment advisors clients. This involved extensive fact finding with the clients and lead to discovery of what there estate planning needs were. I would solve there estate planning needs by providing financial products to meet there needs.

Aug 1995Aug 2001

District Manager

Prudential of America

I was in charge of the overall operations of the Calgary District. Responsibilities included recruiting and developing life insurance agents to insure they developed successful careers with Prudential. Additional responsibilities included sales results from my team of agents and sales managers. My main goals were to develop exceptional career agents and sales managers.

Apr 1981Aug 1995

Branch Manager

Mutual Life of Canada

My first management position and my longest. I took over a failing branch that was rated 60th in the company and as a direct result of my efforts brought it up to 12th position. I increased manpower from 8 agents to 38 during my tenure. 

Apr 1978Mar 1981

Associate Manager

Mutual Life of Canada

Directly reported to the Branch Manager. Responsible to recruiting training and developing life insurance agents. Was promoted to Branch Manager in Winnipeg.

Jan 1974Mar 1978


Mutual Life of Canada

Responsibilities included developing a clientele and selling that clientele life insurance and investment products. Qualified for the MDRT (Million Dollar Round Table) in my second year. Was in the top quartile of the branch in production and had a very high retention of business written. Promoted to sales management.


Chartered Financial Consultant


Chartered Life Underwritter

CLU Institute


The Canadian Institute of Financial Planning