Our Team
Meet Our Dedicated Union Financial Team Members.
Daniel Roberts
Insurance Analyst
Daniel obtained a Bachelor of Science in Actuarial Science from the University of Regina. During university, he started working at the Co-operators in pricing, wealth management, corporate, and reinsurance, followed by over 10 years at a leading insurance brokerage in Saskatchewan. Daniel has an exceptional understanding of all aspects of life insurance, sophisticated life insurance structures, and relevant tax, corporate, and estate considerations and issues.
Daniel has a deep understanding of the financial benefits and tax attributes life insurance can provide to entrepreneurs. While some estate problems can be solved with a simplistic Term product, more sophisticated planning using financing with shared ownership can amplify the benefits to the client’s family. This is where Daniel excels.