Through our partnership with Apri Insurance Services we are also across Canada and into the United States. I come to the table with over a decade of experience in all manner of financial arenas and products. I have done every conceivable job in the financial world over that time, and that experience gives a great deal of insight across all of the inner workings of how things are best structured for the real world.
My work in insurance based products has included policies from the very small into the several million dollar range, with both individuals and corporations. I worked for a Fortune 500 company for over 25 years before joining GreatWealth. As a team player, my reputation for interpersonal communication, as well as my listening and communication skills, led me to join this wonderful team.
My work in insurance based products has included policies from the very small into the several million dollar range, with both individuals and corporations. I worked for a Fortune 500 company for over 25 years before joining GreatWealth. As a team player, my reputation for interpersonal communication, as well as my listening and communication skills, led me to join this wonderful team.
Services
With rising costs, you need an employee benefit plan that is easy to administer and provides quality coverage to protect your workforce. At Great West Insurance Services, our goal is to provide impactful, client-focused solutions. Let us act as your advocate and help you provide the most benefit-rich plans and packages for your employees.
With rising costs, you need an employee benefit plan that is easy to administer and provides quality coverage to protect your workforce. Develop a group benefits plan with the right mix of plan benefits and make recommendations for improvement. Maintain a competitive edge in the job market by attracting and retaining employees, which helps minimize costs associated with higher turnover.
Great West Insurance Services can handle all aspects of your insurance plan program. From reviewing your current insurance plan offerings to helping you find solutions that attract top talent while keeping costs in line. Strategic mapping to ensure your group insurance program is aligned with the needs of your business.
Business owners and other highly paid employees have additional retirement saving options. You've either realized that it is time to make an exit, or you have come to understand that the day will certainly come. How do you address all of the concerns surrounding this seemingly monumental task? Estate planning is about life - in the present and in the future.
Estate planning is about life-in the present and in the future. Most importantly, estate planning is about the life of your family and loved ones-and the peace of mind you get from helping safeguard their financial security. By its very nature, estate planning is a difficult subject to discuss and even more so to plan for because it forces us to come to terms with our own mortality.
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