I have been in the insurance industry since 1997 and the key to my success has always been the ability to focus and become an expert in one area. This expertise is in Life Insurance, Estate Planning, Business Succession Planning and Employee Benefits. This allows me to understand my clients’ unique circumstances and I’m able to address any concerns they may encounter in both their business and personal lives by recognizing that both are interconnected and equally important.
With constant changes in tax law, certain methods and types of planning have become more attractive. I work closely with your accounting and legal professionals; with their help we incorporate tax efficient insurance solutions. My focus is always client education rather than quickness of the process, we want clients to understand not only the various insurance products but also the economic factors that influence them.
Continuously enhancing my knowledge and skill set through education is a very important component of my practice. I have achieved the Chartered Life Underwriter (CLU), Certified Health Specialist (CHS), Certified Executive Advisor (CEA) and a Registered Financial Consultant (RFC).
I believe in giving back to my community and I have had the honour and privilege to do so by serving on various boards including being a member of Advocis – The Financial Advisors Association of Canada and past President of the Hamilton Advocis chapter with over 400 financial advisors as members. I am also the sitting President of The National Federation of The Canadian Italian Business & Professional Association (CIBPA) and Past President of the Hamilton – Halton Chapter of CIBPA.
My success has hinged on the unwavering support from my family, my wife Christine and my three boys Gianluca, Francesco & Stefano are my world.