Mosby Insurance - Okotoks
I believe that we all have something to protect and my role at Mosby allows me to develop specialized solutions for individuals, businesses and the families who build them. I feel fortunate to work alongside people who are equally committed to helping clients realize their financial goals and who know, understand and give back to the community in which we work.
My introduction to the financial services industry was in 2005 when I worked in business development for a local actuarial firm. Over the eleven years that I spent with the company, I gained an in-depth knowledge of pension plans and other employment benefits tailored specifically for small to mid-sized businesses. I developed a profound interest in how tax laws in Canada impact business owners and their employees and eventually transitioned into advanced estate planning in 2016. As these laws continue to change, insurance remains one of the more powerful planning tools when it comes to reducing tax and maximizing wealth.
I have always worked hard to earn the trust of clients and their other professional advisors and my clients, in turn, believe strongly in the expertise that I provide. With the full support of my brilliant husband and amazing daughter, I now have the opportunity to continue my career as a business owner myself.
When I am off duty, we can be found exploring hiking trails, on the ski hill or perhaps on a beach in Mexico. We also love fine food, wine, and entertaining friends. I, therefore, go for long runs and spin my heart out regularly…because life is all about balance; right?!
Contact Mosby Insurance
| Address : | 26 Crystalridge Ct, Okotoks, AB T1S 2C3, Canada |
| Phone : | 📞 +878 |
| Postal code : | 1 |
| Website : | https://mosbyins.com/ |
| Categories : | |
| City : | S |
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