With a focus on the professional, consultant and business owner market and as a member of the Wealth and Estate Planning Group, I help develop financial security plans for our clients. I am a proud member of Advocis (Financial Advisors Association of Canada) and of the prestigious Conference of Advanced Life Underwriters (CALU), an advocacy group of financial advisors to the federal government committed to providing consumers tax-effective and valuable financial products. I was born and raised in Calgary, married, with two teenage boys, and have a passion for golf, tennis, and most outdoor sports.
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I have been with Synergy Financial Group since October 2012. I focus on helping our clients with their life insurance and living benefits needs. I also assist our small business clients with their group benefits. I enjoy spending time with family and friends and am up for anything that involves being outside. I also enjoy traveling to new places, even here in Alberta and Canada.
I joined Synergy Financial Group in December 2013. My focus is ensuring that our clients’ needs are always met, that they are well informed, and that all their details are handled in a timely method. I am a go-to person for our clients’ investments (mutual funds and segregated fund policies). I am married and have a passion for quilting and knitting.
Rob graduated from the University of Saskatchewan in 1996 with a Bachelor of Commerce. He subsequently earned various insurance and security licenses, as well as the chartered financial analyst designation in 2005. As a private wealth counsellor with Private Wealth & Estate Services, Rob provides assistance to financial advisors in delivering value-added services to a select group of clients.
Jennifer joined Great West Life as Advanced Sales Consultant for Living Benefits, bringing with her a decade of experience in the industry. Her passion for Living Benefits runs through a deep seeded commitment of giving back and helping offer much needed protection to families and business owners.