Meet Our Team
Stephanie is a child of a military family and grew up in various Eastern and Central Canadian Armed Forces Bases. She graduated with a Business Administration Diploma in Ontario with a Finance Major and worked as a business manager for several firms with a focus on great client service.
Stephanie moved to Victoria with her young son in 1992. She earned her accreditation from Camosun College as a Resident Care Attendant (RCA) working at the Gorge Road Hospital, and in Assisted Living with Parkwood Care and Home Care support services. While a business partner in Arts & Antiques with her husband, she was instrumental in coordinating "Antiques Roadshow" promotional fundraising events for community centers and schools. It was in her capacity as a business owner that she sought the advice of Carol Cooper in 2005 for individual insurance. Carol at this time introduced her to the Private Health Service Plan (PHSP). For Stephanie this was an "ah-ha" moment. She realized that other small business owners needed to know this "secret income tax provision" which allows them to deduct from earnings, Health, Medical and Dental expenses. Soon Stephanie joined Carol's firm in a quest to market the PHSP and under Carol's expert mentoring, successfully trained and qualified as an Insurance Agent in 2006.
Subsequently Stephanie has built many professional relationships with Victoria's business owners and executive directors of the community services sector, providing them with advice and solutions designed around taking care of themselves, their business, and their employees. In addition to her work with clients, Stephanie’s passions are her family, walking her standard poodle "Frankie" through Victoria's beautiful forests and other interests include world affairs, commerce, ancient history and art.