With over 20 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 spent the last 6 years at HollisWealth, a division of iA Group, 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 is the founder of Insurealife and acts as an insurance consultant for our team. She will ensure the plans we build for clients include an analysis for life, disability, and critical illness insurance, with a focus on tax and estate planning.