Growing up in an entrepreneur family, Stacey learned that education and business support is important to planning your future. Her Dad’s retirement was his business and when that business didn’t survive the changes in the economy neither did his retirement plan. This integral part of Stacey’s past is a key factor to ensure her clients are educated with the options to create a successful outcome.
Staceys sixteen years as a financial advisor, and her 25 years working in the family business has led her to working specifically with business owners. She’s discovered that the years of 2020 and 2021 has changed the way many businesses operate. Employee retention and attraction is more important then ever. Having a health benefit solution that fits the company culture and keeps the bottom line intact is a must, to stay competitive.
Stacey is a member of CGIB (Canadian Group Insurance Brokers) and helps many business owners with their life insurance needs, especially in the corporate space.
Stacey is married to her best friend and business partner John and together they have three beautiful daughters with families of their own. She spends her spare time travelling when she’s able to and loves biking and hiking. She loves sharing her life experiences with groups like Elizabeth Fry Toronto, to support women, who value her positive attitude and encouraging words.