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About Chase
Insurance broker in Toronto, working with business owners, professionals and their families.
How I got here
I started my career building insurance plans for doctors and healthcare professionals. Over time my work grew to include business owners, professionals and their families. I like solving problems, and no two clients have the same one. My team and I work closely with each client to put together a plan that fits what they actually need.
I have an Honours degree in Political Science from Wilfrid Laurier University. While I was in school, I worked in client service in real estate and in commercial floral sales across North America. Those jobs got me interested in building my own practice, and taught me a lot about listening to what clients want.
Football taught me how to be part of a team.
I've always loved sports. I swam and sprinted at the provincial level, but my favourite was football, which I played for more than 10 years. I bring the same effort to my work now, and I work with a team that cares about clients as much as I do.
When I'm not at the office or out meeting clients, I'm usually with family and friends, travelling, watching sports, golfing or skiing.
At a glance
Licensed in two provinces
Ontario and British Columbia.
Honours BA, Political Science
Wilfrid Laurier University.
With CPFG since 2021
The firm has been around since 1971.
About Creative Planning Financial Group
CPFG has been helping clients plan their finances since 1971. It's an independent firm offering insurance, investment and financial planning services, and in over 50 years it has worked with a lot of families, business owners and professionals.
The firm works with clients for the long haul, and is happy to work alongside the advisors you already have.
I joined CPFG in 2021. The team includes insurance specialists, financial planners, wealth advisors and estate planners, so between us we can cover a lot of ground for a client.
Want to talk it through?
Book a free 30-minute intro meeting. No obligation.