Portfolio

Helping Canadians build, protect and transfer wealth & legacy. With over 15 years of experience in the financial and insurance industry, I've had the privilege of serving hundreds of families and business owners.  I'm naturally inquisitive, and this attribute leads to long, meaningful relationships with our clients. 

​

The essence of our partnership is trust.  We believe you either have trust or you don’t, there’s no in-between.  We value our client partnerships as these relationships allow us to do something valuable which gives our business purpose.

REGIONAL DIRECTOR

STRATEGIC ACCOUNTS

GTA & ONTARIO

(Jan. - Aug. 2023)

Facilitate a closer working relationship between Canada Life and our customers. Methodically work with the National Vice President for Strategic Accounts to implement Canada Life’s Individual Distribution mandate. Regionally (GTA & Ontario) managing 5 of our 10 strategic account partnerships. Drive sales and training initiatives. Ensure our partners receive the very best carrier and wholesale support. Work with leadership teams across the region to ensure advisors are provided excellent service.

REGIONAL ACCOUNT EXECUTIVE

MGA PARTNERSHIPS

GTA & ONTARIO

(Sep. 2021 - Jan. 2023)

Regionally managing the account of one of Canada Life's largest MGA’s. Championing Canada Life’s overall strategic direction for growth, advisor sales support, training, risk management, compliant practice, and other business development initiatives.

Previous to this role I was a National Insurance Specialist at TD Private Wealth National Office for 4.5 years. For 6.5 years I enjoyed running a financial planning practice at Investors Group. In the U.K I spent 6.5 years in municipal government, working on a wide range of projects

NATIONAL INSURANCE SPECIALIST

NATIONAL OFFICE

TORONTO

(Oct. 2016 - March 2022)

Provide advice on all insurance products and sales concepts as it pertains to in-force client policy service, maintenance and review with a mandate to support all life licensed advisors and the Estate Planning Advisors.

Oversight over risk review policy assessments. Responsible for revenue generating opportunities, training, and product reviews. Lead the creation of marketing materials for advisors and the field.

FINANCIAL CONSULTANT | BUSINESS DEVELOPMENT | PRACTICE MANAGER

TORONTO

(April 2010 - Oct. 2016)

A strong producer of Insurance Sales (Term, Permanent, Disability, Critical Illness, Long Term Care, Group Benefits). Subject matter expert on: product knowledge / underwriting process / illustration software support.

Oversight of 3 financial planning practices. Responsible for all operations, recruitment, training, longterm strategy, sales goals, and revenue generating initiatives. As Business Development Coordinator, lead 17 financial planners. Mentor and coach individual practices.

Creating financial plans.

(Sep. 2003 - May 2009)

EDUCATION WELFARE 

COURTS OFFICER

EDUCATION DEPARTMENT

CROYDON, U.K

Responsible for administering the absence and truancy from school. Establishing and maintaining a database. Provide support to the field. Produce statistical information & data analysis.

PROJECT ADMINISTRATOR

EXECUTIVE OFFICE, STRATEGY & COMMUNICATION

Project management. IT support. Events plannings. Producing materials for the executive team and councillors. Oversight of the financial budget review.

PROJECT ADMINISTRATOR

BUSINESS DEVELOPMENT, CORPORATE SERVICES

Administration oversight. Corporate complaints. Project management. Support executive team with various initiatives.

PRESIDENT AND MANAGING DIRECTOR

Since childhood, I have always had a passion for ancient Bible history. Being able to start a travel company that specializes in large group tours to the Middle East was a dream come true. 

We currently offer tours to Egypt, Sinai, Jordan, Israel, and Turkey. 

Our team from back-office to on-the-ground are fabulous talented professional's.

Check out our website. The reviews on google are excellent.

 EXECUTIVE PRODUCER

In 2020, to complete our travel business offering I wanted to create historical Bible based documentaries that would: 

1. Give people a taste of what a Bible Lands group vacation experience is like.

2. Help Bible lovers bring their reading alive.

3. Provide a resource for those who may never get to travel to the Middle East.

4. Be a sentimental "go-to" collection of travel experiences for those who have previously toured with us, and are feeling a little nostalgic.

FOUNDER

On November 23rd 1942, my great-grandfather the late Mr. Nichhabhai Chibabhai Solanki drowned during the ill-fated S.S. Tilawa attack by the Japanese Imperial Navy. 280 people perished. 678 survived. 

My father and I are on a special journey to ensure this piece of missing history is no longer a forgotten tragedy.

There are a variety of exciting initiatives we are working on together that will hopefully place this incident more prominently in the history books.

HOME RENOVATIONS TORONTO (HRT)

Since 2006 I have gained extensive experience with residential real estate. It's an asset-class I have come to appreciate, from renovations to construction. 

In short, I am always happy to discuss economics, as well as various asset management strategies and opportunities. 

FRIEND FIRST 

BUSINESS SECOND

I have always believed in investing in others. There is a therapeutic stimulating need for humans to connect on a deeper level about a wide variety of subjects, challenges, and projects. 

Over the years I have gained incredible and enriching life-long friendships with many from around the world who are conscious of their need for personal development, broaden their views, and how to better tap into their full potential. 

PRODUCER

My love of film and media has grown over the years. I have been able to develop this skill-set through various initiatives. 

I am currently working on an exciting project. Let's see where this goes. More to come...

WRITER

Since childhood I have developed a passion for writing. It all start with the fountain pen itching to write letters to friends and family far and wide. To this day, I have not changed. 

There is something to be said of the stimulating and satisfying human experience derived from the exercise of writing. Converting and conveying deep thoughts that can be articulated in a unique way to appeal to the human mind and heart has been my main objective with this medium. 

Writing is often overlooked. With short-attention spans many do not read. With technology eroding social interaction, we are losing the art of expressing our innermost thoughts and feelings through writing let alone in-person.

Regardless of the industry or line of work, I continue to develop the art of writing from articles, scripts, web-content, training manuals, speeches, and more... 

Writing will forever be a unique outlet where we can place a little piece of our individuality to inspire the human mind. It is a pleasurable experience I could not fathom ever departing from. 

VOLUNTEER

One of my greatest joys in life bringing utmost satisfaction has been my charitable work as one of Jehovah's Witnesses. 

From 2003 - 2015 I served as a regular pioneer. This means I committed to at least 70 hours a month to a variety of voluntary activities. 

This included Bible education, Kingdom Hall construction, catering for construction crew and Bible educational schools, remote-working as a WDC writer for world headquarters of Jehovah's Witnesses.