Our Team

President & Estate Planning Advisor
Cindy David is a leading Canadian financial expert and trailblazer in her industry. She’s known for her dedication to serve the financial services industry, her […]
Sales & Marketing Assistant
With over 10 years of experience in the field, Karen has a thorough understanding of the insurance industry. She is responsible for the preparation of […]
Marketing Associate
Phelim is our graphic designer that keeps our clients and network informed on the ever-changing corners of the insurance market. He helps to connect people […]
IT Consultant
Visionary. Social Entrepreneur. Philanthropist. 18+ years experience in the hospitality sector. Tech savvy individual who is always looking to create better processes that allow industries […]
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