Expertise en assurance

Manulife. Equitable Life. Canada Life.
19 years. One firm.

19 years inside Canada's three major insurers: across individual life insurance, group benefits, group retirement, wealth, and compliance programs. Not a generalist. A specialist who's been inside the machine.

Certifications & Track Record
LOMA ALMI: Associate Life Management Institute
LOMA AIRC: Assurance Regulatory Compliance
LOMA ACS: Associate Customer Service
Manulife · Equitable Life · Canada Life: all three
Individual life insurance, Avantages collectifs, Group Retirement, Affinity & Group Markets, Wealth
CRS, AML, ATF, FINTRAC compliance programs across multiple platforms
19 ans auprès des trois plus grands assureurs canadiens
🏢
2007 – 2016
Manulife Financial
Lead Business Systems Consultant & BA Manager · Individual insurance, Avantages collectifs, Group Retirement, Wealth
📋
2016 – 2021
Equitable Life of Canada
Senior BA, BA Manager & Product Owner · Individual insurance, Savings & Retirement, Avantages collectifs · Founded BA CoE
⚙️
2021 – Present
Canada Life
Senior Business Systems Consultant & Data Management Lead · Legacy modernization, master data governance, policy migration
Ce que j'apporte

Expertise du domaine de l'assurance

Assurance vie individuelle

Policy administration, annual rate reviews, dividend scale changes, actuarial system migrations, contact centre platforms, and digital application delivery across product lines.

Avantages collectifs

Plan member and plan administrator portals, group claims administration, group benefits plan administration platform, and cross-divisional delivery governance.

Regulatory & Compliance

CRS, AML, ATF, and FINTRAC compliance programs. Translating regulatory requirements into working platform changes: delivered on time, without defect leakage.

Modernisation des systèmes hérités

Multi-year legacy transformation portfolio: product data migration, MDM governance, ETL architecture, and cross-block delivery governance across parallel migration portfolios.

Group Retirement & Wealth

Group retirement services and wealth platform delivery. Affinity & group markets portfolio governance and executive reporting across concurrent initiative streams.

Excellence opérationnelle

Three CI frameworks built from scratch across three employers. Tout three institutionalized. Tout three still running today: 20% efficiency gains confirmed at scale.

Articles et livres blancs

Réflexions sur l'assurance

Free Livre blanc: The Canadian Assurance Transformation Playbook

A practitioner's framework drawn from 19 years inside Manulife, Equitable Life, and Canada Life.

Télécharger le PDF gratuit →

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Conseil de domaine, livraison de conformité, gouvernance de transformation ou conférences.

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