Stefanie Ozbalt

Stefanie believes in taking a methodical approach to finding the best strategy for her clients. Her experience working in all three sectors of the life insurance industry has taught Stefanie to examine advisors’ challenges from a variety of angles to come up with creative and effective solutions.

Stefanie works with advisors to build and maintain financial plans to help their clients work to satisfy their ambitions. She understands the value of nurturing strong relationships and prides herself on delivering exceptional service. Advisors count on Stefanie as a dependable and knowledgeable resource they can rely on for guidance and information. She shares her experience through personal consultation and educational seminars.

As a licensed Financial Security Advisor in a number of Canadian provinces, Stefanie has experience providing financial planning and insurance advice to a variety of different types of clients. Stefanie worked as an advisor specializing in living benefits and tax and estate planning. Her most recent experience includes working with high net worth individuals. She has a proven track record for building effective financial plans that integrate life, critical illness, disability, and long term care insurance with financial products.

In addition to her experience as an advisor, Stefanie was also the Marketing Director at a managing general agency followed by a role as a Regional Sales Director where she more than doubled her advisor base and substantially increased production within her territory. Her education includes an Honours Bachelor of Arts from Carleton University and a DEC in Commerce from John Abbott College in Montreal.

Stefanie is known for her presentation skills, her strong work ethic, reliability, and her ability to deliver excellent casework. She is looking forward to helping you develop solutions for your most challenging cases.