Thank you for visiting our website. Our team of professional staff is eager to serve you. We offer all lines of insurance, and our specialists can customize your insurance portfolio to meet your specific needs. We review our clients' needs annually to ensure their coverages still meet their needs.

We are conveniently located at 102 King Street East, in beautiful downtown Bowmanville. Give us a call today! We will provide you with a no-obligation quote and be happy to discuss our extensive discount program.

I began my career representing The Co-operators in 1985 as a Claims Adjuster in Toronto. I became an Agent in 1991 and opened our Agency in Bowmanville in June of 1995. I have always enjoyed helping people either at the time of a claim or when it is time to build an insurance portfolio that meets their needs.

At my Agency we believe very strongly in educating our clients about their needs and the insurance and financial products available to suit those needs. We welcome all our clients with a friendly smile and with the desire to service their needs that will exceed their expectations.

My credentials include:

• MBA degree from Queen’s University in Kingston, Ontario.
• Certified Insurance Professional (CIP) with the Chartered Insurance Professionals Society
• Member of the local Life Underwriters Association since 1987
• Member of Advocis - The Financial Advisors Association of Canada
• Chartered Life Underwriter (CLU)
• Certified Financial Planner (CFP) with The Financial Planners Standards Council
• A Certified Senior Advisor (CSA) with the Canadian Academy of Senior Advisors Inc.
• Currently working towards my designation as a Retirement Income Specialist and Master Financial Advisor (MFA) with the Knowledge Bureau, Canada’s leading educator in Tax and Financial Services

My Licences include:

• General Insurance Licence since 1991
• Life and Accident & Sickness Insurance Licence since 1991
• Mutual Fund Licence since 1997

Mission Statement

Our Mission

The Co-operators: financial security for Canadians and their communities.

Our Vision

• the Canadian Champion
• where Canadians are, with the financial security products and services they need, when they need them, however they wish to buy them
• a member of, and contributor to, a strong co-operative community
• a catalyst for a sustainable society

Our Values

• in holding the highest level of integrity as our standard of conduct
• that our success depends on meeting and anticipating our clients needs
• in enhancing the excellence of our products and services through innovation
• in fostering open communication, teamwork and team spirit throughout the organization
• good business depends on responsible corporate citizenship
• co-operative principles, which complement our values
• in balancing economic, environmental and social priorities as a responsible corporate citizen
• that we are accountable for operating our business within a closed ecosystem