About

After spending the first 14 years of my life in Venice, Italy, I moved to Calgary in 1997. Relocating to a new country, adapting to a new culture, and forming new relationships taught me, at a young age, how to connect with people from all walks of life.

Upon graduating from the University of Calgary with a Bachelor of Arts Honours in Political Science in 2007, I began my professional career by working in the group benefits sector. After a brief stint with a health insurer, I joined one of Canada's largest pension and benefits consulting firms in 2008 as a business development associate, eventually working my way to a directorship level. In these roles, I gained appreciation for the workings of group benefits and retirement plans, and how these form the foundation for the personal finances of many Canadians.

In 2014, shortly after the birth of our son, my wife and I engaged a Sun Life advisor to complement our group coverage with individual life insurance. It was during this meeting that I realized I wanted to work with families like mine to help them realize their financial goals. And although there were a number of avenues I could have pursued, Sun Life's history, reputation, and leadership in financial services made it the partner of choice in building my practice.

Today I can say with confidence I made the right decision. With the help of Sun Life, I have the tools and subject matter experts at my disposal to help clients achieve lifetime financial security and live healthier lives.

Yolande has been a Calgarian since 1997. She originally relocated from Camrose, Alberta, to pursue her passion in the culinary arts. Throughout the years, Yolande has held several business development and account management roles. During this time, she perfected her natural ability for providing superb customer service. Yolande is enthusiastic in assisting clients. Aside from her passion for traveling, and all things culinary, Yolande is a loving mother to two beautiful children. She enjoys Yoga and the outdoors in her spare time.

Rosellina, who goes by Rose, is a true Calgarian, having lived in Calgary her whole life. Throughout her career, Rose held Administrative Assistant roles in many sectors, from health care to oil & gas and most recently financial services. During this time, Rose has experienced much growth and success, having also started up her own virtual administrative assistance company. Rose is happy and goes above and beyond to assist Clients. Rose’s passions are to travel and spend time with family. Rose enjoys family get togethers, spending time with family and friends and enjoys her career path.