Insurance Planning

This webinar will discuss the different types of insurance that exist and the reasons why or why you shouldn’t have them.  We will discuss the differences between individual insurance and group (employee plans) so you can ensure you have the right type of plans in place now and in the future.

Speaker: Brian Shumak

After graduating with a Bachelor of Science from the University of Toronto in 1990, he moved into the Insurance Business to continue a fifty-year family history. Since his initial foray into the insurance world, Brian has excelled in the corporate and personal arenas of Financial Planning, Employee Benefits, Wealth Management and Estate Planning.

Brian has also been an active member of his community assisting in the raising of many thousands of dollars for charity.

After completing the university level Chartered Life Underwriter (CLU) curriculum in 1998 and obtaining his designation, Brian ventured abroad to work in one of the world’s financial capitals in Zurich, Switzerland.

Upon his return, he resumed an active role in the Financial Planning World, obtaining his Certified Financial Planner (CFP) designation in 2003, the Trust and Estate Planning (TEP) designation in 2004, the Chartered Financial Divorce Specialist (CFDS) designation in 2016, his Certified Health Insurance Specialist (CHS), Elder Planning Counselor (EPC) designations in 2017 and his Certified Executor Advisor (CEA) in 2022. He also served on the Board of Directors at Advocis in 2004 and 2005 as the Director of Mentoring where he redesigned the program from top to bottom. In addition, he continued to build his successful practice.

Brian’s practice is diverse with his focus being on healthcare professionals and as such has written items for the financial/benefit column for several Health Journals including the Physiotherapy Today, Directions and the Pulse as well as being cited in many business publications from The Globe and Mail to Investment Executive.

In his spare time Brian can be found raising money for charity, on the golf course or spending quality time with his family.

Watch recording now