With 25 years of experience in the insurance and financial services industry, Denise is a seasoned professional in planning, specializing in risk management solutions. Denise dedicates her time to educating clients on insurance strategies that safeguard their financial goals. As the team’s Insurance Consultant, Denise ensures that every plan is comprehensive, often encompassing a thorough analysis of Life, Disability, and Critical Illness Insurance coverage, with a focus on Tax and Estate Planning.

Denise spent six years as Regional Vice President of Sales for Ontario at iA Private Wealth, a division of iA Group. In this role, she worked closely with high-net-worth Investment Advisors to seamlessly integrate risk management strategies into their clients' financial plans. She is an active member of Advocis, the National Association of Financial Advisors and Planners of Canada, and previously served as President of the Peel/Halton Chapter. She holds an Honours degree in Business Commerce and is a Certified Health Insurance Specialist.

Outside of work, Denise and her husband, Shaun—self-proclaimed foodies—enjoy exploring new culinary experiences both locally and internationally. She also enjoys quality time with Shaun and their pup Simcoe, frequently gathering for Sunday dinners with her extended family.

Hidden Talent: Artful Negotiator