
Marketing Actuary
Toronto, Canada Area

Marketing Actuary
Toronto, Canada Area
An actuary with a passion for simple.
Help advisors help wealthy Canadians tame their financial risks, especially taxevity --- overpaying taxes through ignorance or inertia. The overlooked tax advantages of life insurance often provide effective solutions.
Sharing ideas, insights and best practices by blogging.
Tweeting
- @riscario for consumers (http://twitter.com/riscario)
- @mActuary for advisors (htp://twitter.com/mActuary)
consult, analyze, think, write, present, simplify, coach
(Public Company; 1001-5000 employees; IAG; Insurance industry)
July 2005 — Present (4 years 1 month)
provide advanced marketing support in the field to advisors and strategic partners
(Insurance industry)
May 2006 — August 2007 (1 year 4 months)
Increase revenue of independent investment advisors at Industrial Alliance Securities via
- proven strategies
- practical ideas
- actuarial insights
- best practices
These services were provided at no charge through KingsGate Insurance Group on a voluntary, part-time basis.
This laboratory provided an unprecedented opportunity to learn and experiment. This resulted in a unique understanding of
- unvoiced feelings of investment advisors
- genuine concerns of clients
- challenges faced by risk specialists
During 2007, insurance sales set records and exceeded levels at most firms supported in Ontario.
(Insurance industry)
June 1991 — June 2005 (14 years 1 month)
Launch life, health and annuity products in Canada and Curacao for sale through advisors, National Accounts, private label partners or the Internet.
• Report to Executive Vice President and Chief Operating Officer
• Run a department of ten with hands-on responsibilities
• Assisted with manufacturing private label UL for MD Life, TD Life, BMO Life and CUMIS Life (starting mid-1998)
(Financial Services industry)
1989 — 1991 (2 years)
• Trained and assisted clients in using the actuarial modeling system
• Performed life consulting for Tillinghast
• Tested, programmed, and developed the software
• Documented user utilities, input items and output items
(Public Company; 10,001 or more employees; MET; Insurance industry)
1984 — 1989 (5 years)
• Group Actuarial — Pricing & Analysis (8 months)
• Personal Insurance Financial — R&D (2 years)
• Corporate Actuarial (2 years, as Actuarial Assistant)
(Insurance industry)
May 1982 — August 1982 (4 months)
Summer position in the Group Actuarial Department working for Stuart Wason and Henry Essert in Toronto. The only second year student to get an actuarial position that year.
A much-appreciated opportunity to see if I liked actuarial work before committing my life to the profession. The first time living away from home.
BSc (Honours) , Actuarial Science , 1980 — 1984
learning, sharing that learning, technology, marketing, communication, presentations, productivity, leveraging, blogging, writing
CALU (Conference for Advanced Life Underwriting),
CIA (Canadian Institute of Actuaries),
SOA (Society of Actuaries),
Wikidot.com (publishing network),
TED.com (Ideas worth sharing)
The London Life Actuarial Scholarship (years 2-4)
UWO Continuing Scholarship (years 2-4)
UWO Entrance Scholarship (year 1)
NSERC Summer Scholarship (year 3)
UWO = University of Western Ontario
NSERC = National Sciences and Engineering Research Council