Valerie has spent the last twenty years in the insurance industry, dedicated to providing risk management and insurance advice to energy companies. Through her work as a claims expert and broker, 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 also helps companies create and grow their own captive insurance companies, assisting them with compliance and product development.
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.
Gordon is a wealth and asset management executive and member of the Institute of Corporate Directors who recently stepped down as President from Cidel Trust Company, a global wealth management firm, to become CEO and Founder of Anchor Wealth Advisory. Before his position with Cidel, Gordon was Managing Director and Chief Investment Officer for RBC International Wealth Management in the Caribbean. Gordon has over 30 years of 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.
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.