Cindy Allen has been building her skills in the advertising industry for over 20 years, getting her start in traditional media buying and eventually moving into paid social media buying and digital marketing. Cindy worked…

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Daren is a Partner in McInnes Cooper’s Halifax, NS office whose law practice is focused on tax, estate planning and corporate law. He provides a comprehensive range of tax services to corporations, trusts, non-profit organizations…

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Graham was born in Chatham, grew up in Toronto, and has lived in the USA and Europe. He received an undergraduate degree in Finance and Math, and a Master’s degree in Education, while playing Division…

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Karen oversees individual insurance underwriting and claims risk management. She’s been with Manulife for 17 years and has implemented many industry leading underwriting developments including an artificial intelligence underwriting model (AIDA), fluid free Accelerated underwriting,…

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Daryl has focused his career on helping retirees to make best use of their assets in order to realize the greatest amount of security and satisfaction during their retirement years. He is well-known among his…

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Patrick is a Wealth and Tax Planning Consultant with Canada Life. He joined our organization 24 years ago (September of 2000) as a member of the Tax and Estate Planning Group. Patrick partners with financial…

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Al began his career with London Life in 1996 and is currently the President of A. Jones Wealth and Estate Planning Inc. in Barrie. Al has maintained a longstanding affiliation with Advocis and is an…

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Founder of Age Well Solutions (2015) Jennifer combines more than 25 years of leadership and client- service excellence in the financial service and eldercare sectors to her work at Age Well Solutions. As clients and…

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