Timothy Ziebart

From my early days as an Insurance Advisor with La Capitale Financial Security to my current role at Industrial Alliance Insurance, I have dedicated my career to helping professionals secure their financial future. I have always believed in going above and beyond my role to help others. That’s why in addition to being an advisor, I also helped to train new insurance agents by providing licensing, product, and sales training.

My experience as a self-employed information technology consultant has also given me valuable insights into the challenges of running a small business. I worked with small businesses to improve their access to resources, maximize their bottom line, and improve overall operational efficiency. As a mortgage sub-broker for five years, I provided financial guidance while negotiating with the banks on behalf of my clients.

For over two decades, I helped corporations, large and small, adopt information and knowledge management technology to meet corporate and departmental mandates. During this time, I held several positions, including computer programmer, data conversion specialist, help desk technician, implementation consultant, technical consultant, and finally, sales engineer. My strong analytical skills helped me gather requirements for strategic planning, process definition/design, and technical business analysis. After gathering the requirements, I prepared and delivered proposals, project and implementation plans, managed expectations, and coordinated the activities between various stakeholders such as clients, sales, R&D, technical support, training, IT, and implementation teams.

It all started on a fruit farm in the Okanagan Valley, near Oliver, where I grew up. The invaluable lessons I learned on the farm, such as the importance of hard work and dedication, have stayed with me throughout my career. I strongly believe that my diverse experiences have equipped me with the skills and knowledge needed to help you achieve your financial goals.