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Lunch & Learn: RBC Insurance | Aug 17 – 2023

Topic: Income Replacement

About Our Trainers:

Raymond Brown is a Regional Director with RBC Insurance Brampton.  Raymond continues to aim for excellence and is on the path to achieving his CLU/CFP. During his 16 years at RBC Insurance, he has helped thousands of clients with a wide range of insurance solutions to help protect their income and assets by tailoring the right recommendation to help secure what matters most to them.

Ekta Balani is a Senior Insurance Specialist at RBC Insurance, with over 6 years of experience in the life and health insurance eco-system. In terms of my educational experiences, I completed both my Bachelor and Masters in Commerce at Gujarat University, followed by a Chartered life underwriting Certification in 2020. I moved to Canada in 2005 with both my husband and 3-year old daughter and completed a 10-year long tenure as an Accounting assistant before pivoting to Insurance. Throughout my time at RBC, I have had the privilege to support thousands of clients with their unique insurance challenges. My personal vision is to ensure I work with my clients to protect their income, act proactively to plan for their estate and their retirement needs. I hope to achieve this understanding my  client’s unique needs and challenges at a personal level, so that I can provide the best insurance recommendation and secure the assets they value most.

KWREA is dedicated to helping Canadian realtors in their professional development. Our training events are available on an ongoing basis and are open to agents of all levels and brokerages.