Valerie has just stepped down from her role as President of Iridium Risk Services Inc. in Calgary, an independent brokerage dedicated to providing risk management and insurance advice to energy companies. Through her work as a claims expert and broker for the past 20 years, Valerie has developed relationships with key insurance underwriting and claims personnel, and has developed a particular expertise within the Directors’ & Officers’ Liability underwriting and claims spheres. These relationships will be valuable to Palm Canada clients as Valerie now focuses her efforts on assisting clients and brokers to obtain the best insurance programmes available in the market.
Valerie has a law degree and background that will assist her in expanding the suite of products offered by Palm Canada to assist clients in all areas of financial protection.
Through his experience as the president of the Energy Insurance Group (“EIG”), Sam has extensive experience working with Canadian Energy companies and assisting them with their risk management and insurance needs. He has worked closely with industry representatives through his role managing an insurance program for over 300 Energy sector companies, which has included overseeing the underwriting, claims management and reinsurance needs of the group. Sam’s other experience includes working in the risk management department of ATCO. Sam has an MBA from the Haskayne School of Business and a BSc (Actuarial Science) from the University of Calgary.
Roger is a Chartered Insurer and Associate of the Chartered Insurance Institute (U.K.) with over 25 years in the Caribbean insurance industry in both senior management and consultancy positions. He currently owns an Underwriting Agency in Barbados and is an Aviation consultant to a Lloyd’s of London broker. He is a past Director of both the General Insurance Association of Barbados and the Insurance Institute of Barbados.
Prior to entering the insurance field, Roger had a 13 year career in Aircraft Engineering. He has an Honours degree in Air Transport Engineering from The City University, London and worked for BWIA, British Airways and Carib Express.
Roger has been a Director of Palm Captive Consultants since its inception and became active in its day to day operations when he was appointed Managing Director in 2013. Roger is Barbadian born and lives in Barbados.
Gordon is the President of Cidel Trust Company. Cidel is a global wealth management firm with offices in Barbados, Bermuda, South Africa, Latin America, Toronto and Calgary. Before joining Cidel, Gordon was Managing Director and Chief Investment Officer for RBC International Wealth Management in the Caribbean. Gordon has over 25 years experience in Canada and overseas in the wealth management area including planning, investment management, and trusts.
A graduate in Business from the University of Regina, Gordon is also Chartered Financial Analyst (CFA), Trust and Estate Practitioner (TEP), Family Enterprise Advisor (FEA), and Certified Financial Planner (CFP). Gordon is also on the board of Heritage Park, Calgary and YPO Alberta.
Ross graduated from the University of Calgary with a bachelor of Commerce in 1969. Ross began his career in the oil and gas industry working for Home Oil, where he became involved with the insurance side of the business soon after. Ross completed his Fellowship from the Insurance Institute of Canada (FIIC) and his Associateship in Risk Management (ARM) while working with Home Oil. In 1978, Ross left Home Oil and joined Bow Valley Energy as the Assistant Vice President of Insurance. While at Bow Valley, Ross established a captive insurance company in Bermuda in 1983.
Ross was instrumental in creating a Reciprocal insurance company for the upstream oil and gas companies operating in western Canada called CPIX and grew that reciprocal from 8 members to over 300 members.