Meet Briana, a skilled professional with a background in sales and marketing, bringing over 10 years of experience in building and nurturing client relationships with Fortune 500 companies across the US and Canada. As a former Partnerships Manager, Briana excelled in acting as the primary liaison for partners, understanding their business needs, and identifying opportunities for growth that aligned with their objectives. Her focus on fostering long-term partnerships and delivering tailored solutions has been instrumental in driving mutual success.
Now, Briana is excited to bring her relationship-driven approach to the team, helping clients thrive and supporting the company’s continued growth. Outside of work, Briana enjoys traveling, running, and spending time with family and friends.
Sam brings 14 years of experience in Sales, Marketing, and Customer Experience across the fast-paced Regulated Consumer Packaged Goods and Financial Technology industries. He has successfully built teams in both global companies and startups, with a focus on trust, honesty, and solutions that deliver lasting results for clients.
Sam is adept at creating metrics, processes, and culture that drive high-performing teams. He thrives in finding strategic solutions to challenges and is accustomed to the fast-paced environment of startups, often wearing multiple hats.
Originally from outside Winnipeg, Sam has lived in BC, Alberta, and Michigan before settling in Calgary. In his free time, he enjoys spending time with friends and family, playing golf and hockey, and cooking.”
Jaden serves as an Administrative Assistant at ICP Insurance Solutions, leveraging strong communication, organization, and interpersonal skills. His role involves supporting the leadership team in managing the company while gaining valuable insights into its operations and strategic direction.
By handling day-to-day tasks and fostering client relationships, Jaden enables the leadership team to focus on higher-level management, contributing to the company’s success and growth in the insurance market.
Sue-Ellen supports the ICP sales team as a Sales Assistant, bringing many years of experience helping clients and partners. She prides herself on going above and beyond to ensure our relationships have positive experiences each and every time.
Sue-Ellen is a results-oriented and resourceful senior administrator offering a proven track record of experience providing executive assistance, project administration, and account management in high-volume environments. She values being a positive and trusted point of contact who effectively manages multiple priorities, meets tight deadlines, and always provides a high level of discretion.
In her spare time, you will find her gardening, travelling with her family and relaxing on the back deck while watching the sunset over the mountains.
Gavin brings 25 years of solution-based sales experience to ICPIS Global. A seasoned professional, he is highly skilled at developing the right solution for each of his clients’ unique needs and is fully committed to helping them choose the right solution.
Throughout his career, Gavin has earned the trust of many of the top companies in the Food and Beverage, Transport and Logistics, Pharmaceutical and Chemical sectors across Ireland and the UK.
His achievements stem from his ability to build and maintain strong client relationships. Listening and investing in his clients needs and requirements is the rock on which his success is built on.
In his free time, Gavin enjoys an active lifestyle, travel and spending quality time with his family.
Kevin is the founder of Icon Advanced Capital and Estate Planning Inc. a Toronto based boutique integrated planning firm that specializes managing some of the highest profile franchise owners in Canada.
Over four decades of trusted relationships with proven experts has resulted in ICON being recognized as one the most leading-edge independent firms. Kevin is a disciple of outsourcing to the best resources that are available and continually searching to add members to the team.
Kevin is a member of the Conference for Advanced Life Underwriters (CALU) and has outsourced all asset management to independent portfolio managers for over two decades. Kevin also sits on the board of directors of one of Canada’s fastest growing independent asset management companies and enjoys designing and building unique custom homes north of Toronto.
Lewis has accumulated over 10 years of expertise in sales and corporate structuring, demonstrating a deep grasp of high-level client interactions. His forte lies in team building and delivering tangible advantages to clients, drawing from his extensive understanding of customer relationships.
With a keen eye for talent and a knack for fostering collaboration, Lewis excels in assembling and leading teams that achieve exceptional results. His wealth of knowledge in client relations enables him to tailor solutions that resonate with clients, ensuring meaningful outcomes and long-term satisfaction.
Kaylee is a dynamic professional with over 12 years of financial industry experience, including roles in financial advising, people leadership, and project management. Throughout her career, Kaylee has consistently demonstrated her ability to implement innovative solutions to complex challenges, and has earned a reputation for her integrity, adaptability, and effective collaboration.
As Director of Operations at ICP Insurance Solutions, she drives operational excellence and fosters innovation, managing resource allocation, performance monitoring, and process optimization.
Kaylee’s dedication to excellence and commitment to lifelong learning, combined with her Bachelor’s degree in psychology, equip her with a unique perspective and skill set. She is driven by a desire to make a positive impact both within the organization and in the broader community, and she consistently strives to exceed expectations in all that she does.
Outside of work, Kaylee enjoys spending time in the mountains, maintaining an active lifestyle and a healthy work-life balance. She is also passionate about giving back to the community and volunteers her time with local charities and nonprofit organizations.
Karolina is a highly accomplished Sales Assistant at ICP Insurance Solutions, boasting an impressive 17-year track record in the insurance industry and over 25 years of dedicated experience in customer service and sales. Her extensive expertise is a cornerstone of her role, ensuring clients receive top-tier service tailored to their unique needs.
In her capacity at ICP Insurance Solutions, Karolina plays a central role in orchestrating and refining each client’s personalized planning process, setting the stage for unparalleled service. Her primary goal is to provide exceptional support, enabling clients to navigate their insurance decisions seamlessly and achieve their objectives.
Karolina’s unwavering commitment to her clients and her infectious enthusiasm for her role significantly contribute to the success of the ICP Insurance Solutions team. Beyond her professional achievements, Karolina finds fulfillment in creating cherished moments with her family and exploring new destinations through travel.
As a Sales Assistant to ICPIS’ sales team, Marilyn plays a crucial role in supporting and assisting with the growth of relationships and expansion of the company’s business. Born and raised in Toronto, Ontario, Marilyn graduated with an Honours BA from York University. With over 20 years of experience in sales, consulting, and administration, Marilyn is a dedicated professional with a talent for building strong relationships with customers and ensuring outstanding customer service. Her willingness to go above and beyond has been instrumental in driving overall business success.
As a valued member of the ICPIS team, Marilyn brings a wealth of experience and a can-do attitude to her role as Sales Assistant. Her commitment to customer satisfaction and her focus on building long-term relationships are a true asset to ICPIS, and her positive attitude and willingness to take on new challenges make her a valuable member of our team, and help drive our continued growth and success.
In her spare time, Marilyn is an avid outdoorswoman who loves staying active through hiking, skiing, and travelling.
As a Sales Assistant at ICPIS, Rita has dedicated herself to providing a positive and supportive environment for our clients and our team. She works hard to maintain our strong client relationships, assisting when and where she can. With over 25 years experience in client services and accounting, she has a proven that her commitment and precision allows her to excel in her role. She is proud to represent the ICPIS team and proud of her work.
Rita loves her time with friends and family, enjoys yoga and considers breakfast a meal to be enjoyed at any time of the day.
Ty Bucci with an impressive 12 years of experience in mortgage and lending, Ty is a seasoned professional known for expertise in building sales teams, and platforms, and fostering a customer-centric culture.
Ty’s deep understanding of the industry has been honed through years of navigating complex financial landscapes. Holding a Bachelor of Science in Education from Ohio State University, Ty brings a strong foundation to his role at ICP Insurance Solutions USA.
Rob brings over 30 years of extensive diverse wealth management experience, including high net worth planning, sales training, product distribution, investment compliance and capital market raises.
He has demonstrated sales successes in building and managing a client advisory practice and establishing a new wholesale distribution territory, supported by a consultative and collaborative process. His focus on seeking client centric solutions is paramount to his desire in supporting advisors and their clients, while delivering best of class bespoke strategies. A lifelong learner Rob holds numerous wealth designations along with the Family Enterprise Advisor and an MBA in Finance (Dean’s Merit).
Focused on giving back to community Rob currently serves on three boards and has instructed finance courses at the Northern Alberta Institute of Technology. Outside work and board appointments, he enjoys time with family and multiple sporting activities.
We recognize that you’re the wealth planning expert, we simply provide a tailored solution to present to your clients. Our priority is to strengthen your client relationship by paving the way for exclusive access to products that were previously not available to you – opening up fresh value-opportunities for your client base.
Our full-service team works collaboratively with you every step of the way, providing support and helping you expand your practice. You can rest assured that we’re here to support you, so you can focus on your business and help your clients achieve their long-term goals and financial dreams.
Grow your business by providing clients with unparalleled planning opportunities.
Approach new prospects with an innovative strategy, cultivating the breadth and depth of your clientele base.
Hassle-free implementation. We handle all of the administration and back-end support of our solution, with no ongoing maintenance required.
You preserve and strengthen your authority and trusted client relationship above all else. We help position you as an all-star advisor bringing a high impact solution to your highest value clients.
Collaboration and partnership are key when it comes to being a trusted advisor for your clients. By teaming up with ICP Insurance Solutions, accounting advisors can utilize our exclusive solution that offers distinct advantages for their clients. With our proactive approach, you can bring solutions to your clients instead of waiting for them to initiate ideas.
We don’t do what you do – we’ll never compete for your clients or your business. Our business is you – utilize our expertise and resources to grow your business.
We are a tool in your tool belt, here to make you look good. You’ll be able to connect your clients to industry leaders, providing unique and proprietary solutions, which they wouldn’t otherwise have access to.
Our team takes care of all the legwork, allowing you to capitalize on your most precious resource – time.
Unlock the potential of your business and your future – while you’re still alive. We believe that insurance should be more than just a safety net for the unexpected; it should be a tool for success and growth, providing essential protection for you as a business owner, your families, and your legacies.
Our innovative structuring is designed to help grow your business, protect stability in your company, and expand your prospects. With access to insurers offering high-valued policies, flexible approvals, and more comprehensive revenue risk mitigation, ICP Insurance Solutions provides insurance planning for business owners, safeguarding what you’ve worked so hard to build.
Say goodbye to traditional insurance limitations with our corporate insurance plans. Drawing on countless years of planning experience, ICP Insurance Solutions provides access to insurance solutions and finance options that go far beyond traditional offerings.
At ICP Insurance Solutions, we’ve created a network to reshape the future of insurance, introducing insurers and finance options not otherwise accessible within the market in Ireland and the United Kingdom. Whether you’re an insurance broker, accounting professional, or wealth advisor, our collaborative approach ensures you provide exceptional solutions tailored to your clients’ needs.
Our proprietary corporate insurance plans coupled with superior products offered by extraordinary insurance providers creates flexibility, overcoming typical barriers and providing peace of mind with unrivaled results.
Unlock the potential of your business and its future right now. We believe that insurance should be more than just a safety net for the unexpected; it should be a tool for success and growth, providing essential protection for you as a business owner, your family, and your legacies.
Our innovative structure is designed to help grow your business, protect stability in your company, and expand your prospects. With access to insurers offering high-valued policies, flexible approvals, and more comprehensive revenue risk mitigation, ICP Insurance Solutions provides insurance planning for business owners, safeguarding what you’ve worked so hard to build.
Say goodbye to traditional insurance limitations with our corporate insurance plans. Drawing on countless years of planning experience, ICP Insurance Solutions creates access to insurance products and finance options that go far beyond traditional offerings.
At ICP Insurance Solutions, we’ve created a network to reshape the future of insurance, introducing insurers and finance options not otherwise accessible within the market in the United States. Whether you’re an insurance broker, accounting professional, or wealth advisor, our collaborative approach ensures you provide exceptional solutions tailored to your clients’ needs.
Our proprietary corporate insurance plans coupled with superior products offered by extraordinary insurance providers create flexibility, overcoming typical barriers and providing peace of mind with unrivaled results.
Jordan has had a diverse and successful career path, moving from retail and hospitality to the construction industry and now, insurance solutions planning. Throughout his career he has had a strong sales focus, gaining extensive experience in management and entrepreneurial leadership, generating and developing new business opportunities and relationships.
His career trajectory asserts a resilient, client focused ethos, meeting customer needs and emphasising the highest quality in the development of products and services, which have led to high-quality design and the delivery of excellence. His passion for client satisfaction aligns with a strong value base for meeting and exceeding expectations. He has an extensive network and a curious mind that has led to exploring new ideas and solutions – a trait that has contributed to his ability to adapt and innovate in all his professional endeavours.
As Sales Director, he takes a leading role in representing ICPIS International in business.
Balvinder Sangha FRSA has joined ICP Insurance Solutions International as a non-executive director, bringing a wealth of global resourcing and consulting expertise. As the Managing Director of Rockpools Global Resourcing & Consulting Ltd., he has spearheaded international searches and organizational design for major UK regeneration projects, including key appointments to entities such as English Partnerships, Homes England, and the Olympic Park Legacy Company. Balvinder’s extensive background in leadership recruitment spans significant public/private infrastructure initiatives like HS2 and the UK Geological Disposal Facility.
With a career marked by pivotal roles, including managing the recruitment process for the London 2012 Olympic Delivery Authority, Balvinder’s strategic insights with respect to the needs and priorities of executives align seamlessly with ICP Insurance Solutions International’s mission to help entrepreneurs and professionals grow and protect their businesses. As a Fellow of the Royal Society of Arts and a Freeman of the City of London, Liveryman, and Wax Chandler, he brings a unique perspective to ICP’s innovative approach to insurance solutions. Balvinder’s appointment adds significant value to ICP Insurance Solutions, enhancing our dedication to excellence through his experience and strategic vision.
Gord is a 35+ year financial services professional focusing currently on innovative corporate structuring including with indigenous partners as well as early stage venture capital. Gord is co-founder of KASTx Ventures, a Calgary based venture capital firm focusing on early stage life science companies. He is also co-founder of Indigenous Wealth Financing Inc which structures partnerships between corporate Canada and indigenous communities for mutual benefit.
Gord’s most recent background in domestic and international financial services experience includes serving as President of Cidel Trust Company, a national trust company and asset management firm as well as Co-Head of the Caribbean for RBC International Wealth Management before Cidel. He has held other senior roles with CIBC and RBC focused on senior leadership, corporate strategy, governance, sales management, investment management, fiduciary services, philanthropic planning, cross border structuring, risk management including captive insurance, and training and development.
Gord has served on numerous for profit and not for profit boards and is a Chartered Financial Analyst (CFA), Trust and Estate Practitioner (TEP), Family Enterprise Advisor (FEA) and Corporate Director (ICD.d)
Unlock the potential of your business and your future – while you’re still alive. We believe that insurance should be more than just a safety net for the unexpected. It should be a tool for success and growth, providing essential protection for business owners, their families, and their legacies.
Say goodbye to traditional insurance limitations with our corporate coverage. We provide insurance solutions that go beyond the traditional offerings. ICP offers one-of-a-kind insurance solutions that may be the missing piece to your business puzzle.
Working with ICP gives you access to unique, proprietary insurance planning structures not otherwise available in the marketplace. We can offer high value policies, flexible approvals and more comprehensive revenue risk mitigation for business owners.
Our innovative structuring was built to help grow your business, protect stability in your company, and expand your prospective. Accumulation and protection of wealth, succession, and intergenerational estate planning for owners and entrepreneurs are the core of our business.
Your focus is on growing your business. That’s why we handle the details and work on your behalf directly with your trusted advisors. Together, we’ll coordinate to implement an insurance plan that works for you, so you can stay focused on what matters – the success of your business. Do what you do best, we’ll handle the rest.
ICP works closely with brokers to offer exclusive insurance options that aren’t traditionally available in the marketplace, and we use a network that no one else can access or build. Our proprietary insurance structures help you overcome typical client insurance barriers, by offering flexibility around approvals, pre-existing conditions, and scope of coverage, allowing you to offer exceptional plans that meet your clients’ specific needs.
By choosing our corporate insurance, you can provide your clients with peace of mind knowing that they have access to a one-of-a-kind insurance plan. Don’t wait; your smartest competitors won’t hesitate to bring this solution to your clients before you do.
Jeromy brings 8 years of public accounting experience to ICP, where he quickly rose from articling student to Partner and Regional Leader at one of Canada’s largest firms. His success stems from attentive communication and custom solutions for each client he’s worked with. He leverages these skills as Vice President of Sales to support ICP’s sales partners and enable them to provide the best service possible to external partners.
With a proven track record of success in sales and business development, Jeromy brings a wealth of experience and expertise to his role. He holds a CPA designation, is a proud Winnipegger, and has spent a lot of his career working with First Nations to achieve greater community success.
When he isn’t talking business, he can be found spending time with his family or in the outdoors fishing and golfing.
As our Senior Vice President, Sam is responsible for implementing business strategy and policies, overseeing initiatives, contracts, and day-to-day operations of the company, and our partners. In her leadership role, Sam is known by her colleagues and team members for her strategic thinking, strong work ethic, and commitment to excellence. She is recognized for her ability to identify new opportunities and develop effective solutions to complex business challenges.
With a ten-year background in banking, she possesses an in-depth comprehension of financial services and a sharp ability to detect and mitigate risks. Sam is committed to driving growth and profitability via innovative strategies and a culture of collaboration and accountability. She firmly believes in empowering employees and harnessing their diverse strengths and talents to attain success.
Outside of work, Sam enjoys an active lifestyle and cherishes traveling and quality time with family.
Meet Siobhan, our exceptional and passionate Executive Assistant. With an extensive background in administration within the publishing and print marketing field, Siobhan brings years of invaluable experience and a vast skillset that are crucial to the success of the ICP team. Excited by a recent transition into the insurance industry, she brings a fresh perspective and a diverse skill set. With a commitment to excellence and a warm, personable nature, she fosters strong relationships and contributes to the growth and success of ICP.
Siobhan’s warm and personable nature fosters strong relationships within the organization and beyond. She understands the importance of building connections and creates an environment where collaboration thrives, contributing to the growth and success of ICP as a whole.
Beyond her professional expertise, Siobhan enjoys watching her son play hockey and crafting with her Cricut.
Kathryn acts as internal General Counsel for ICP. She has over 15 years of top-tier legal experience, having practised with two national firms in Calgary and a securities boutique in Vancouver. Kathryn’s extensive transactional experience includes representing start-ups to multinationals in complex cross-border M&A transactions, public and private offerings, international business restructurings and integrations, corporate structuring, and tax-driven transactions. This experience and the inherent uncertainty of business transactions have taught Kathryn to approach legal problems from a practical, solution-focused perspective. As the former owner and operator of a microbrewery, Kathryn also brings a personal understanding of the demands of business and an entrepreneurial drive.
Outside of work, Kathryn enjoys travelling and outdoor activities with her family, including hiking, biking and paddle-boarding.
Kathryn received her Bachelor of Arts (Honours) from the University of Calgary and her Bachelor of Laws from the University of Alberta. She is a member of the Law Society of Alberta and the Canadian Bar Association.
Ensuring the timely, tangible and meaningful structures of ICP are understood by precise market niches is Susan’s domain. Since 1993, Susan has represented CPA/Audit, Corporate Finance/M&A, Investment Advisory, Insurance, Law Firms and Schedule-1 Canadian Chartered Banks.
Prior to joining ICP Susan ran her own business-development consulting firm. She held sales and marketing roles with Ernst & Young LLP while posted in Dallas, San Antonio, Toronto and Vancouver.
Susan studied Business Communication from Ryerson University; Fundraising Management (with Distinction) and Marketing Management (with Honours) from the British Columbia Institute of Technology.
Outside of ICP, Susan is a member of The Canada, Australia & New Zealand Business Association; board member of Northwest Wildlife Preservation Society and board member of BC provincial civic associations. She is a graduate of the Gemological Institute of America, Pearls Program and a practising yogi.
Chris is the founder of Martello Wealth Advisory Inc. with over 25 years of wealth management and Estate planning experience. Before founding Martello Wealth Advisory Inc., he was a National Estate Planning Consultant with a large Canadian Life Insurance provider and a Senior Tax Manager with a large Canadian accounting firm.
Chris is a member of the Canadian Advanced Life Underwriters (CALU) and the Canadian Tax Foundation. He has been a guest speaker at various national conferences and has authored and lectured courses for both CPA Canada and CPA Nova Scotia.
Chris specializes in the owner-manager, high net worth, and professional services markets. He stays current on the subjects that truly matter to our clientele and is a licensed expert in advanced life insurance concepts.
Darren brings 13 years of sales and partnership experience to ICP. Coming from various roles in sports entertainment, consumer packaged goods, and OEM global distribution. His success has been driven in large part by his ability to build strong and authentic relationships. He prides himself on developing win-win agreements for all parties involved. With a passion for problem solving and finding solutions, Darren is an asset for our partners.
Born and raised in Winnipeg, Darren also spent time living in Alberta and Ontario before returning to his hometown. He has a B.Comm in Sports Administration from Laurentian University and started his career post-degree with True North Sports & Entertainment.
Away from the office, Darren loves to watch, talk and play various sports from hockey to tennis. When he’s not being a sports fanatic, he can be found at the cottage with family and friends.
Riley’s dedication to building strong relationships with his clients, combined with his extensive experience, allows him to provide exceptional service to each of his clients. After completing his business studies at the University of Texas at Arlington, Riley gained experience across a range of industries before starting his own business. During his five years as a business owner, Riley specialized in working one-on-one with clients to help them achieve their goals, developing a deep understanding of the business sector and the importance of building strong relationships with clients. With his knowledge of insurance and personal experience running a successful corporation, Riley is able to provide personalized solutions to his clients’ needs. His focus on establishing meaningful connections with each of his clients ensures that he can offer tailored advice and support, going above and beyond what is typically expected.
Away from the office Riley enjoys an active lifestyle, spending the majority of his time either on the golf course, or at his favourite fishing spot.
At ICP, Chelsea provides solutions through personalized service for diverse clientele. Working in public practice since 2015, she defines her career success with her attention to detail, strategic analysis, and dedication to enriching the client experience. Before joining ICP, Chelsea gained much of her understanding of business processes and the evaluation of opportunities by supporting the enterprise sector of a large, nationally recognized firm. After transitioning to a smaller company specializing in mid-sized corporations, she was instrumental in her clients’ achievements in all fields, from retail to agriculture.
Born and raised in Lethbridge, Chelsea graduated from the University of Lethbridge with an accounting degree. A licensed CPA, her designation enhances her communication with sophisticated business owners and her ability to convey ICP’s unique transaction.
Away from work, Chelsea enjoys an active lifestyle, including swimming and skiing, and loves campfires at her British Columbia cottage and spending time with family.
Allen has over 23 years of experience in public accounting as a sole practitioner, as a Partner in a local accounting firm, and as a Principal with a National accounting firm. Allen’s experience is related almost entirely to accounting and tax planning/preparation for small and medium sized owner-managed businesses across various industries including professional corporations, real estate professionals, manufacturing, retail and investment corporations. Allen has spent his career focused on working directly with the business owners helping them to obtain their goals, financial or otherwise, and to maximize their family wealth.
Allen graduated from the University of Windsor, earning his CA designation in 1998. Outside of the time spent on business, Allen spends time golfing with his family and friends and enjoys running to stay healthy.
Vance has worked in the insurance industry since 2013, and prior to that was a partner of a national chartered accounting firm where he led the privately held business and high net worth area of the planning practice and was known for bringing a creative yet practical approach to various situations including transaction based matters (i.e. buying and selling business/assets, succession and estate planning matters, strategies using trusts, and overall burden minimization strategies). Soon after obtaining his Chartered Accountant (CA) designation he completed the CICA In-Depth Tax Course and practiced full time in this career since 1998.
Vance is also a member of the Society of Trust and Estate Practitioners (STEP) and the Canadian Tax Foundation. He is past chairperson of the Calgary Branch of STEP and past member of STEP Canada Board of Directors (2017-2019).
Dave is a highly experienced professional with an impressive track record spanning over two decades in the industry. Throughout his extensive career, he has honed his expertise in wealth management strategies and estate planning specifically tailored for private corporations and their shareholders. With a wealth of knowledge and experience under his belt, Dave is well-equipped to guide his clients through the complex landscape of financial decision-making.
One of Dave’s greatest assets is his profound understanding of insurance products and how they can be strategically applied to create structures that yield tremendous value for his clients and their advisors. By leveraging this expertise, Dave empowers his clients to navigate the intricacies of risk management and protection, enabling them to safeguard their assets and achieve long-term financial security.
Outside of the financial world, Dave is a father and a husband of a very active family. From surfing in San Diego to cycling and skiing in Vancouver, Dave enjoys all the west coast has to offer.
