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Insurance Advisor Brian Roman
Brian joined the life insurance business in 1982, at the age of 18, and his focus has always been on solving problems and being of service. Brian believes no part of our business or its’ products can serve in isolation. He works hard at getting to know his clients and their families in order to recommend solutions that make the most sense for each family's specific needs.
In 1983 he became the youngest Canadian to qualify for the Million Dollar Round Table and went on to qualify for Lifetime Membership. Brian obtained his CLU and CFP designations one year prior to his hiatus in 2006.
In 2006 Brian decided to step out and pursue his dream of being an entertainer and from 2005 until 2016 Brian toured many parts of the world as a concert singer. Brian had the opportunity to sing for audiences in some fabulous theatres in some great cities as well as private performances for business leaders and political figures including Canadas’ Prime Minister Stephen Harper and Italys’ Prime Minister Enrico Letta. Brian has shared the stage with many stars the likes of Rich Little, Rita McNeil, Bare Naked Ladies, Ronnie Profit, The Nylons and Jose Feliciano to name a few.
Through his 15 years as a performer, Brian used his talents to assist with a multitude of philanthropic endeavors. Brian was instrumental in helping to raise well over $1M for charities, families in need and community projects.
Having seen so much in his travels and meeting so many different people at so many stages, phases and places in life, has given Brian a special perspective which he applies to our business and his clients. A strong understanding of how to get through to what matters most for people.
Brian has a great passion for this industry and its products. He puts his clients first in his approach and his work. His focus is on the entrepreneur and family businesses and the utilization of our products in the corporate environment. Brian is thorough and creative in providing targeted solutions and works along with a team of experts and specialists to ensure that no stone is left unturned.