Insurance & Estate Advisor
Born and raised in Southern Alberta, Monique grew up on the family farm and spent 20+ years skiing in Whitefish during the winter. Monique completed her degree at the UofL in 2004, married her husband Darren in 2006 and they had 3 children soon after. Monique’s career in finance began immediately after university as a corporate trainer for SunLife Financial USA in Lethbridge where she trained 400+ people in the newly constructed call centre. The manager of the SunLife Financial Canada office asked Monique to come over and work in the advisory channel, advising clients on investments, insurance, financial and estate planning. During her 12 years in that channel she built a successful team of advisors, worked closely with local business owners, professionals, farm families and achieved MDRT status.
Through all of her financial experience, Monique found asset protection and insurance planning strategies to be of unique interest, as in 2016 all of the planning she had done for herself and her family came into play when her son was diagnosed with a life long disability and she went into sudden, unexpected kidney failure. Insurance planning gave Monique the option and opportunity to take a few years away from work to focus on the health and well being of herself and her family. Expecting the best but planning for the worst is essential in any good financial plan and Monique brings a unique, experienced view to our clients accounts that we believe is of exceptional value.
