Leo brings more than 40 years of underwriting experience to Bridgewell Financial as one of our key strategic partners.

His experience includes working for a major reinsurance company, where he was responsible for underwriting operations in Canada, the United States and the Caribbean. Following that tenure, Leo’s career involved working directly with producers, their clients and advisors to resolve complex underwriting challenges, not only from a medical and financial underwriting perspective, but also with respect to avocation, foreign travel and other risk factors. Leo is a frequent speaker at industry events. Through his most recent work, Leo has provided access to the U.S. and Bermuda markets on cases that are very highly rated or uninsurable in Canada, especially with respect to the older age market, foreign travel, and other scenarios surplus to the Canadian market.