Pension Specialist
1985-1999 | THE GREAT-WEST LIFE ASSURANCE COMPANY
During my time at GWL, my job was to acquire corporate pension clients working through pension consulting firms and benefits brokers.
I learned how to work with Actuaries and Portfolio Managers. I learned how pension funds invest their money and why individuals should do the same. I learned the inner workings of one of Canada’s largest life insurance companies and where it made its money. I learned what it meant to work for a member company of Power Financial, a Canadian financial power house, owner of Great-West Life, London Life, Canada Life, Investors Group, Mackenzie Investments and now Wealth Simple.
Financial Advisor
1999-PRESENT | TENZING PENSION & INVESTMENT SERVICES INC.
In 1999, I achieved my life long goal to become self-employed. I incorporated Tenzing Pension & Investment Services Inc. to serve the corporate market. I started working with employees of these companies helping them plan for retirement.
I learned to keep financial plans simple – to forego the spreadsheets. I learned how to get people the type of life insurance they need. I learned that some people really are better off doing it themselves.
WHAT DOES MY CERTIFIED FINANCIAL PLANNER (CFP) DESIGNATION MEAN TO YOU?
This is the top designation you can earn as a Financial Planner in Canada. It is granted by the Financial Planning Standards of Canada. It certifies that I continue to meet appropriate standards of competence and professionalism through rigorous requirements of education, experience and ethics. It means I can be counted on to provide you with clear written direction on your financial matters.
WHAT DOES MY CHARTERED INVESTMENT MANAGER (CIM) DESIGNATION MEAN TO YOU?
This is an Investment Advisor designation granted by the Canadian Securities Institute. It certifies that I have learned advanced money management strategies designed to serve affluent and institutional clients. It means I can show you the correct way you should be investing your money.
WHAT DOES MY REGISTERED PENSION ASSOCIATE (RPA) DESIGNATION MEAN TO YOU?
The RPA designation is granted by the International Foundation of Employee Benefit Plans. It certifies that I can effectively design and manage pension plans and other government sponsored plans. It means I can help you choose between pension options and whether to elect early CPP or not.