As an independent Gold Key Broker with Great West Life, I am a preferred broker as opposed
to traditional brokers (or captive agents) in the market. This allows me to have access to
advance support such as case co-coordinators, group, wealth management, individual
insurance specialists, advance case consultants and tax and estate planning professionals. At
no cost for my clients, this provides tremendous value in providing effective insurance and
wealth management solutions.
Being independent, I also have the ability to have access with other insurance companies in
meeting my client’s needs and objectives. This independence allows openness, transparency
and protects the consumer against any conflicts of interests.
Using a customized and focused process I work with my clients to build a strong foundation to
risk management. Effective risk planning protects against credit risk (creditors), estate risk
(passing on a legacy), income replacement (protecting income) and living risk (surviving from a
My value proposition is to build that ‘fence’ around the client so that in their darkest hour they
have the peace of mind knowing that their personal and business financial affairs are protected.
This allows my client to focus on what’s truly important to them – moving forward.