Individually, we’re experts. Together we’re Unity.

A coach and mentor once told me, “What got you here, won’t get you there.” As a professional athlete, I learned first-hand that I have to be continually improving.

At Unity, continual improvement means I have more skills to draw from, which helps me find solutions when changes arise in the industry or in the lives of my clients. My focus will always be on solid communication and constant incremental improvements that create lasting success over time.

I think Will Smith said it best, “Money and success don’t change people, they merely amplify what is already there.” This idea is at the heart of my work as an independent actuary.

I have years of experience providing product education and actuarial counselling, with a focus on life insurance product design, pricing, and taxation. As an avid chess player, I’m constantly trying to “see the whole board”—and I use this to help me better understand my clients and their needs. It’s all about the client.

The diversity and strength of the Unity team allows each of us to focus on what we do best.

My focus is on creating relationships and client solutions that stand the test of time. I believe that great decisions require thoughtful analysis, and I use my financial experience to help simplify our clients’ decisions down to their most essential parts.

My focus is on financial analysis that empowers clients to succeed. I work closely with clients to help them understand their financial landscape and identify clear pathways to their goals.

By maintaining open lines of communication, I provide comprehensive, data-driven guidance tailored to each client’s unique needs and desired outcomes. My commitment is to help clients achieve their financial objectives, empowering them to make informed decisions for a secure financial future.

I make sure to build genuine relationships with colleagues and clients because the more we understand each other, the better results we achieve. The best solutions happen when we collaborate.

I think constant advancement is essential. That is why I’m so proud to work at Unity, where we’re always fine-tuning our processes or investing in new ones to guarantee the best outcome for our clients.

In my role at Unity, I am humbled by the success stories I witness, and grateful for the diverse talents and viewpoints the team brings to work every day. I believe anything is possible if you put in the work.

My love of learning, analyzing, and discovering drives me to stay up to date with our changing industry. At Unity, our differences are celebrated, and our talents are nurtured.

I am a blend of creativity and strategic thinking. I thrive on collaborating with our team to deliver impactful results that resonate with our clients. I am dedicated to staying ahead of trends and creating memorable brand experiences that leave a lasting impression.

I believe change can only happen when you honour your future more than your past. I am grateful to be part of a team that is focused on creating great futures for our clients.

It is important to love what you do, and I can honestly say that I do. I pride myself on bringing positive energy and years of practical experience to the table.

I am grateful for the Unity team; they constantly inspire me. We are all motivated by a sincere desire to succeed for the sake of our clients. 

Relationships are the foundation for all aspects of my life; being around motivated, positive people helps me to achieve my goals. Every day I work alongside a dedicated team that shares my passion for delivering exceptional client service.

I value the challenges I face daily at Unity, especially creating organizational systems that help make processes more efficient and effective. Each client or engagement is unique and there is a consistent opportunity to learn something new each day.

“Success is best when it’s shared” (Howard Schultz). My journey is built on the foundation of teamwork; centered around relationship building, communication, and organization.

I’m passionate about helping clients and partners achieve their goals through collaborative efforts and strategic planning. TEAM – Together. Everyone. Achieves. More.

“In the midst of every crisis lies great opportunity.” (Einstein) This optimistic approach helps guide my work with clients to connect them to a personalized planning strategy.

I believe that the greatest successes in life come from building and maintaining healthy relationships; few things inspire me more than working successfully as a team. At Unity, I have the opportunity to collaborate with team members to further strengthen client relationships and ensure we are delivering excellence.

I believe that with effort and hard work, anything is achievable. Coming from a long history of team sports, I am very excited to be a part of the Unity team and transfer my learnings through school and sport into the insurance and financial planning industry.

I believe in the philosophy that, “there is no end to education” (Jiddu Krishnamurti). I am driven by my desire to acquire knowledge that promotes building quality relationships with clients so they can have a thorough understanding of their insurance and finances. Here at Unity, we provide the resources and opportunities for continuous education and improvement for our employees and clients.