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CHS , CLU®
Mutual Fund Investment Specialist**
I started my career with Co-operators in 2009 as a home and auto insurance representative. In June of 2009, I successfully completed the life licensing exam and my role then changed to an Associate Insurance/Financial Advisor focusing on providing life and business insurance solutions, as well as investments. In 2014 I was given the opportunity to take over as the Financial Advisor and owner of the Lloydminster, SK, office. My team and I work hard to take care of our clients' insurance and wealth management needs.
In 2016 I completed the Canadian Accredited Insurance Broker (CAIB) program and, a year later, achieved my Certified Health Specialist (CHS) Designation.
In 2020 I finished the Canadian Investment Funds course and have since attained the Chartered Life Underwriter (CLU) designation for advanced estate and financial planning.
In my spare time, I continue to further my education, working on the Certified Insurance Professional program and plan on beginning the Professional Financial Advisor course soon.
When not working or reading, I enjoy spending time at the lake with my wife and two boys, experiencing all the great outdoors has to offer.
Associate Insurance Advisor
I started at Co-operators in 2001 as a Client Service Representative, and held the position for seven years. After a few years away from the insurance industry, I came back to Co-operators in 2014 as an Associate Insurance Advisor at the Lloydminster, SK, location. I've received my Level 1 and Level 2 General Insurance Licence and have been trained in home, auto and facility auto insurance.
Helping people is my passion. I was born and raised in Lloydminster, as were my parents and grandparents, so I have a strong connection to this community, which only strengthens my instinct to make sure our clients are taken care of.
In my spare time, I love caring for animals and spending as much time as possible with my family and friends.
Client Support Representative
I joined Co-operators in May 2022 as a Client Contact Representative. I have worked in client relations for the past 18 years and am excited to get to know our clients!
In my spare time, you can usually find me at the soccer field or ball diamonds with my husband and two kids, playing or watching!
Client Contact Representative
I started with Co-operators in December 2022 as a Client Contact Representative. I have over 20 years of customer service and office administration experience. I am excited to start my new chapter with Co-operators, getting to know our clients and helping to address their needs as efficiently as possible. I am excited to start this new career and look forward to learning more about the insurance and financial services industry.
In my spare time, you will find me baking goodies, helping at the farm or getting some sun at the lake with family and friends. A few of my hobbies are hunting, fishing, quading, or just sitting around a bonfire with some music and playing cards.
Associate Financial Advisor
I joined Co-operators in 2016 as a Client Contact Representative. In 2017 I attained my Level 1 General Insurance Licence and my certification for farm and business insurance. In 2018 I received my life insurance licence.
In our office, I specialize in farm and business insurance. I work with our agriculture and commercial clients, helping them build and plan for their future with life insurance, living benefits and wealth management.
I have a strong business background that includes marketing, accounting and law.
I am currently working on attaining my CFP and PFA designations to better assist my clients with their estate and succession planning needs.
I’m always looking out for my clients. Their livelihood and peace of mind is so important to me. I want to get to know each individual, their families, their story, their goals, and then help them achieve success.
I spend the majority of my spare time with my husband and two children at the lake in the summer and the rink in the winter. Some of our hobbies include camping, fishing and quading, on top of the various sports that we all participate in throughout the year.
*Offering insurance products underwritten by Co-operators General Insurance Company and Co-operators Life Insurance Company.
**Offering mutual funds through Co-operators Financial Investment Services.