Our Team

Don Carson, CFP, CLU, ChFC, TEP

Spent early career years as the manager of an Edmonton Bridge Club playing and directing Bridge Tournaments throughout western Canada and the U.S.A.
Began his life insurance career in December 1976 as Agent with New York Life.
Married to Mary in 1977 and proud father of two exceptional young gentlemen.
Active in South West community serving on many boards.
Edmonton Symphony board member for three years.
Appointed as a Training Supervisor with New York Life 1979.
Dealt with progressively more advanced Estate Planning cases supporting sophisticated Top of the Table Agents.
Developed and presented seminars, training programs, case studies in advanced corporate insurance markets.
Left New York Life in 1989 for personal production. (New York Life of Canada was soon sold to Canada Life)
Personal production and Case Consultation with a boutique MGA until 1997.
Joined PPI in 1997 and became an Advanced Markets Consultant providing Case Consultation, Seminars, Custom Presentations for Insurance Advisors working in the Corporate and High Net Worth markets.
Last three years, presented the ADVOCIS annual CLU Update Seminar