Believing that a well-informed client is a confident decision maker, Roneen helps advisors raise their client’s financial literacy.
Her decades of experience as an Advisor, Brokerage Manager and a Managing General Agency has given her the industry experience that is valuable in helping advisors navigate the maze of today’s marketing environment.
One of Roneen’s greatest strengths is being able to admit when she has reached her level of incompetence allowing her to bring in other experts to produce the best results for her clients. As a result her team is an interesting mix of industry professionals, tech geeks and social marketing specialists.
Jack Shaffer BA, CFP, CLU, Ch.F.C.
Jack entered the Insurance Industry after graduating from UBC in 1967 with a Bachelor of Arts degree in Economics. He has a wealth of experience including running a successful Insurance practice and as a Vice President of a large MGA. He has presented at M.D.R.T., Top of the Table, Industry Education Forums as well as Professional Groups.
Jack is a graduate of the Family Enterprise Advisor Program offered through UBC’s Sauder School of Business. He is constantly advancing his knowledge and makes it a priority to keep current with the changes in our industry.
Jack uses his vast technical knowledge and sales skills to collaborate on many of the FSB articles.
Moniera has over 25 years of experience in the industry with a strong marketing background. She has worked with MGAs and independent brokers over the years in administrative and marketing roles, and has a solid understanding of the challenges brokers face.
Moniera is known for her excellent customer service. She is passionate about helping advisors educate their clients and uses her exceptional industry experience to help advisors identify marketing opportunities.
Our Affiliated Website Partners at Financial Tech Tools
Angelina Hung BA, CFP, CLU, CHS, EPC
Featured as one of the ‘50 Women of Influence’ in The Insurance and Investment Journal, Angelina has established herself as a strong contributor of energy, talent and determination in the financial security of Canadians. With over 10 years of experience in the industry she has focused her passion on helping people understand their finances using technology.
As one of the founders and Top Tech Nerd of Financial Tech Tools, Angelina is able to combine her love for technology to design websites, branded apps and more that help Advisors showcase their expertise.