BBA (Hons.)Estate Planning Specialist
Known for her client-first approach, Amy assists individuals, families and corporations in the review of their wealth management plans to identify potential needs and opportunities that may be supported by insurance-based solutions and tailoring them to their unique situation.
Amy joined the financial services industry in 2008 dedicating her focus to insurance solutions after having witnessed the impact and significance of a well-executed plan. She works closely with clients to understand their circumstances and answer any questions. “The benefits of insurance planning shouldn’t be overly complex. There’s great value in uncovering the advantages for people, both during their lifetime and the impact it has afterwards.”
Born in Georgetown, Ontario, she and her husband Matt, a Listowel native, call Guelph home. Here they enjoy the balance between country and city life, walking their dogs and spending meaningful time with their families.