Full Name
Patricia Carlos
Job Title
Advanced Planning Strategist, Insurance
Speaker Bio
Patricia is an Advanced Planning Strategist, Living Benefits, with Canada Life. Patricia joined Great-West Life in 2009 as a Living Benefits Specialist progressing to the role of Advanced Sales Manager. Patricia became an Insurance Consultant expanding her advice to include life insurance strategies and solutions. Patricia returned to a Living Benefits focus in the role of Advanced Planning Strategist and provides guidance for high net worth clients and complex cases.
She is a graduate of the University of British Columbia and holds the Certified Health Insurance Specialist designation.
She is a graduate of the University of British Columbia and holds the Certified Health Insurance Specialist designation.
