Insurance

Aligning your values with your business

Dustin Serviss (http://www.servisswealth.com) is a financial advisor who has been working with high-net-worth business owner families since 2005. Winner of numerous awards throughout his career, and years of community focus, has earned him a Court of the Table seat in the Million Dollar Round Table. He and his partners have generated over $400M in wealth for their clients across Canada.

With a background in civil engineering, he uses a combination of science and psychology to help his clients realize their dreams. Dustin enjoys an active lifestyle with his family and participates in outdoor adventures. He’s an advocate for Fridays off and living in the NOW.


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Explaining why insurance policies, expectations and the reality of what you get, don’t always match up

Adam Niman has been selling life insurance for more than a decade, and as a result, he is committed to ensuring everyone understands that the insurance policies sold, the buyer’s expectations of the policies, and the reality of what the buyer is getting, don’t always match up. He is committed to building trust and educating Canadians because he believes that truth and transparency matters. His newest book, “Fortune or Fiction: Why the ‘Be Your Own Banker’ concept is flawed” is available now.


Entrepreneurs are the backbone of Canada’s economy. To support Canada’s businesses, subscribe to our YouTube channel and follow us on FacebookInstagramLinkedIn and Twitter.

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Fix a problem and sell the solution

Gregory Rozdeba is advisor and co-founder of a Canadian fintech/insurtech startup, Dundas Life. Previously, he served as Director of Sales at another fintech firm where he took the company from no product to raising over $7M+ in funding and building out their sales team. He started budgeting at age 15 and has coached dozens of clients on saving, investing, & smart money tips. In his spare time, Gregory enjoys traveling (30+ countries), cycling, & has taken up an in-depth study of Ancient Rome.


Entrepreneurs are the backbone of Canada’s economy. To support Canada’s businesses, subscribe to our YouTube channel and follow us on FacebookInstagramLinkedIn and Twitter.

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Julie Gaudry discusses how to attract talent and keep employees happy with RBC Insurance’s Group Benefit Solutions

Julie Gaudry leads a team with overall responsibility for the product development and strategic direction for RBC Insurance’s Group Benefit Solutions (GBS). With a focus on innovation and thought-leadership, the team is committed to differentiating RBC Insurance through product and service enhancements that make it easier for employers to manage their group benefit programs so they can best support the health and wellness of their workforce.

Through Group Benefit Solutions, business owners and their employees have access to a range of flexible solutions: A state-of-the-art wellness program, employee assistance program, virtual healthcare, mental health support services, life, disability, health and dental insurance and more.

For more information, visit rbcinsurance.com/group-benefits or contact one of their Group Benefits Advisors at 1-855-264-2174.


Entrepreneurs are the backbone of Canada’s economy. To support Canada’s businesses, subscribe to our YouTube channel and follow us on FacebookInstagramLinkedIn and Twitter.

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Mark Morissette is CEO and Founder of Foxquilt, an Insurance Technology Company for B2B

Mark Morissette created Foxquilt to empower consumers with greater purchasing power when acquiring and managing their insurance. Foxquilt is a Canadian financial technology company focused on using big data and machine learning to empower social groups to save on Small Business and Home insurance. Foxquilt creates new value opportunities for customers by bringing people and communities together online with a smart and modern approach to insurance. Leveraging innovative technology and creating unique products, they make it easy for customers to buy insurance online from leading carriers and access group purchasing power.

Mark’s career includes more than 15 years in various leadership roles spanning Underwriting, Operations and Sales & Distribution for some Canada’s premier Carriers and fintech organizations including, Aviva and Real Matters.

Visit www.ebay.ca/upandrunning to open your online shop.

Entrepreneurs are the backbone of Canada’s economy. To support Canada’s businesses, subscribe to our YouTube channel and follow us on Facebook, Instagram, LinkedIn and Twitter.

Ehsan Rasul, President and Founder of Knowledge & Achievement Inc., Discusses the Insurance Industry and Training

Ehsan Rasul, President and Founder of Knowledge & Achievement Inc., in Calgary talks about his business of training people in the insurance industry and the state of the industry today.

Visit www.ebay.ca/upandrunning to open your online shop.

Entrepreneurs are the backbone of Canada’s economy. To support Canada’s businesses, subscribe to our YouTube channel and follow us on Facebook, Instagram, LinkedIn and Twitter.

After 9 Months, Phil Bliss Sits Down with Canada’s Podcast Alumni Andrew Ostro, Co-Founder and CEO of PolicyMe

Andrew Ostro is Co-Founder and CEO of the online insurance platform PolicyMe. Andrew is an emerging young business leader in Canada. He’s taking on the established life insurance industry with honest and transparent advice. It’s been nine months since Phil Bliss sat down with Laura McKay, President of PolicyMe so Canada’s Podcast invited Andrew to get an update on the company’s progress and new insights.

Visit www.ebay.ca/upandrunning to open your online shop.

Entrepreneurs are the backbone of Canada’s economy. To support Canada’s businesses, subscribe to our YouTube channel and follow us on Facebook, Instagram, LinkedIn and Twitter.

Danish Yusuf is Founder & CEO of Zensurance, Canada’s Only Digital Marketplace Built for Business Owners to Buy Insurance

Danish Yusuf is based in Toronto, and is the Founder and CEO of Zensurance, Canada’s only digital marketplace built for business owners to buy insurance. Danish started his career as a software engineer at IBM, then spent 7 years at McKinsey & Company as a consultant to large insurance companies. He has a Bachelor of Engineering from the University of Toronto, and an MBA from Harvard Business School.

Visit www.ebay.ca/upandrunning by August 22nd.

Courtney Buhler

Edmonton-based entrepreneur Courtney Buhler has turned a business that started as a lash lounge into a multi-million dollar global supplier and educator in the eyelash extension industry. She is founder and CEO of Sugarlash PRO.

Dana Bouwman

Dana Bouwman is Account Executive with Insight Insurance and Risk Management in Edmonton. She talks about being a young professional and being an entrepreneur in the past.