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Our Education Team

Eric Walker

Eric Walker | MBA, CPA, CA, CBV, CF

Eric has developed and led online webinars and face-to-face seminars attended by hundreds of brokers on issues ranging from the management of CSRs and producers, to enhancing the value of brokerages. Eric has a Certificate in Elearning from the University of Toronto, providing grounding in interactive course design, planning and program implementation.

He has over 25 years of experience consulting to insurance brokerages and several major insurers in every province of Canada. He is experienced in operations management, corporate finance, acquisitions and divestitures, valuation, tax, sales and regulatory matters.

Recognized by the courts as an expert in the valuation of brokerages, Eric is also a Chartered Business Valuator.

Steven Frye

Steven Frye | MBA, CPA, CA, CBV, CF

Steven has designed, developed and led online webinars and face-to-face seminars about insurance brokerage management and operations.

Fluent in both official languages, Steven has twenty years of experience in the insurance industry supplemented by hands-on experience in other sectors as Chief Financial Officer and as a consultant. His specialty services include strategic business planning and implementation, operations management, acquisitions and divestitures, corporate finance and regulatory matters.

Steven is the Chief Agent for Canada of a foreign-based insurer writing specialty commercial lines.

Karen Rutherford

Karen Rutherford | CCIB

Karen is a recognized expert in Adult Education. She designs and delivers online and face-to-face training in the field of Professional Development for insurance brokers through fast-paced, interactive and effective learning sessions.

Recent clients include the Provinces of Alberta and Ontario, and several insurance companies. Karen is an approved supplier of Continuing Education Programs for the provinces of British Columbia, Saskatchewan, Manitoba and Ontario. Her sales training program, “TIPS”, for insurance producers has received accolades from brokers across Canada. She is certified as an Accelerated Learning Facilitator by The University of Houston.

Karen was a successful insurance broker for 23 years and understands the daily business pressures and the need for leadership in a brokerage. She is a recipient of the Jean Charles d’Auteuil Award of Merit for her work on behalf of brokers in Canada.

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