Services

Insurance is exciting because no one thinks it is. Well, almost no one.

Financed Insurance

My mission is to give you a quantum leap forward in your business.

I do it by bringing to bear the unique combination of highly efficient process and systems I have developed. So if you’re an advisor or allied professional – an accountant or lawyer, for example – you’ll be excited too. I work with the people in my network at three levels of engagement: collaboration, mentorship and succession.

Collaboration

We work together on insurance strategies for Canada’s most affluent individuals and corporations.

Mentorship

My vision is to revolutionize this profession by mentoring a new generation of advisors. You’re an advisor. How can I help you?

Succession Planning

You’re a seasoned insurance advisor. You love what you do, and never want to stop doing it.

But you are burdened by servicing and outdated technology. I have solved those burdens and know better than anyone how to generate revenue for us on a collaborative basis.

Want to learn more?

I do all of the above in the pursuit of greatness for my professional network, their clients and myself.

Watch videos on the experience page or get in touch.

Recent Blog Posts

Contact Brian

My job is to coach you – the advisor and the client – and not let you make a mistake.