Currently: Employee Benefits Management Consultant at IDC Insurance Direct Canada Content Manager at Ebsource.ca - Rank #1 Canada Employee Benefits News and Trends Resides In: Rossland, British Columbia Education: University of California, Davis - Certificate in Winemaking (2023-2025) Concordia University - Political Science & Spanish (2003-2004) Western University - Political Science & Spanish (2000-2003) Fanshawe College - Hotel/Restaurant Management (2001-2002) Expertise: Employee Benefits, Life Insurance, Financial Planning Summary: Geoffrey Greenall has over 15 years of experience providing employee benefits and financial planning advice to individuals and business owners across Canada. As an independent broker, he sources customized insurance and investment solutions. Geoffrey enjoys educating clients on options to meet their financial goals. He is passionate about demystifying finance and removing stress from planning for life's uncertainties. Geoffrey has helped clients with employee benefits plans, life insurance, retirement savings, mutual funds and more. He has worked with various financial companies including London Life, Desjardins Financial Security, Canada Protection Plan and Global Pacific Financial Services. Previously, Geoffrey gained management experience in the hospitality industry. He enjoys mountain biking, surfing, snowboarding and winemaking. Geoffrey lives in Rossland, BC with his family. Experience 15+ years in insurance and financial services Worked with major companies like London Life, Global Pacific Financial, Canada Protection Plan, and Desjardins Financial Served clients across Canada Recruited and trained financial advisors Increased regional sales through workshops and events Developed new products and systems Processed applications and transactions Communicated legislative and product changes Established himself as an industry speaker Currently focuses on employee benefits and financial planning as a Consultant and Content Manager Geoffrey Greenall has over 15 years of diverse experience in the insurance and financial services industry. He has worked with major companies and served clients across Canada. Geoffrey started his career at London Life/Great-West Lifeco where he processed applications, service transactions and death claims for financial advisors nationwide. He also communicated legislative and product changes through training seminars. At Global Pacific Financial Services, Geoffrey recruited and trained financial advisors to help them build their practices. He increased sales by developing initiatives like contests and events, and represented the company at national conferences. As Sales Director at Canada Protection Plan, Geoffrey significantly increased branding and advisor contracts in Western Canada through training sessions and meetings. He drove sales up by engaging the sales team and finding new distribution partners. At Desjardins Financial Security, Geoffrey increased regional sales of life insurance products across channels via workshops, webinars and events. He established himself as a speaker at top partner events. Most recently, Geoffrey has focused on employee benefits as a Consultant at IDC Insurance Direct Canada. He sources customized solutions for individuals and business owners. Geoffrey also creates content about employee benefits as Content Manager at Ebsource. With his breadth of experience, Geoffrey provides exceptional advisory services to help clients secure their financial futures. He leverages his industry knowledge to educate and empower people on their options.