With over 24 years of experience in financial services, Denise spends time educating clients on insurance solutions that assist in managing the risks that may impact the goals set by clients in their overall financial plan.
She comes from HollisWealth as the Regional Vice President of Sales for Ontario. In her role she consulted with high net worth investment advisors to successfully integrate risk management solutions into the planning process for clients.
She is a member and past President of Advocis, the national association of financial advisors and planners of Canada. She holds a degree in Business Commerce (Honours) and is a Certified Health Insurance Specialist.
Denise acts as insurance consultant for our team. She will ensure the plans we build for clients include insurance to create the cash flow needed in the event of death or disability or long-term illness. Income replacement, debt elimination and estate tax/legacy planning are her areas of focus.
