After being approved for a U.S. visa, a friend of mine got her passport back from the consulate, turned the page, and gasped, ‘That’s not my photo!’ (True story!)
You’d never think that an error like that could happen, especially…
Read moreIs this a profession? A passion? Or a life of service?
For over 46 years, I helped companies get the coverage they needed to protect their businesses. I gathered the right pieces together from the myriad of offerings to customize the right benefits plans for their employees. I helped company founders put succession plans in place so they – and their families and employees – could continue to benefit from all the work they put into growing their business.
I helped individuals grow their retirement savings far beyond what they thought was possible, using a combination of insurance assets and investments. I read the fine print on every single policy, and I held the insurance companies' feet to the fire to make sure they made good on their commitments.
I sat on several boards to help them with governance, finance, audit, nominations and investments. And every year, I upgraded my knowledge and skills with training not only to maintain my accreditations, but also to stay current on the rapidly changing landscape of insurance, benefits, investments and taxation.
In 2024, I decided it was time to step back from the ‘busy-ness’ of running a full service agency. But, there was something inside me that could not let it go completely. It wasn't just that I didn't see myself spending every day on the golf course or at the cottage or the beach...
It was deeper than that, and it made me question why I do what I do.
It didn't take much reflection to see that I did all those things not just because it was my business, but more importantly, because it was and continues to be my passion.
You see, it's my life's mission to be of service in the way that I can be most value in my own unique way. You undoubtedly have your own way, and while it might be hard for many people to believe, this is mine.
So if you have questions about the policy you have, or about the policy that an agent has recommended; if you are wondering how to put together a benefits plan that actually benefits your employees and your business; if you are wondering how to integrate insurance, benefits and investments; or, if your not-for-profit or business needs help at the board level…
I invite you to call me at (905) 477-8029. Let's have a conversation about if a consulting engagement with me makes sense for what you need.
It may be the most interesting conversation you’ve ever had!
Blog posts
Quick (and interesting) articles to help you learn more about the one thing no one likes to talk about!
Who does this anymore????
It’s that time of the year… the time I reach out to all the people in my network and say ‘thank you’ by sending you your very own pocket planner -- yes, that old fashioned relic of an analog booklet…
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What do shipping and supply chains have to do with insurance and Christmas?
Did you know that the whole idea for insurance started out with the Phoenicians? They depended heavily on trade. Because shipping was expensive, and there was always the risk of losing ships and their cargo, they needed a way to…
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At what age were you ‘ready’ to hear professional financial planning advice?
A few months ago, a client asked me to chat with their 20-something nephew about financial planning. He understood that he did not truly understand the complex financial situation that young people face today. In some ways, it’s no different…
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Mann Tracht, Un Gott Lacht
“Mann Tracht, Un Gott Lacht” is an old Yiddish proverb that means, “Man Plans, and God Laughs.” The paradox of planning has never been more stark than in the past year. With unexpected lockdowns, travel cancellations, and all this other…
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