Founder & CEO
For more than 19 years, Roger has been a financial advisor helping individuals and families achieve their financial planning goals. He provides advice on investments, insurance, tax, retirement, estate, education savings and financial emigration planning. Working with a network of highly skilled professionals in Ontario he provides high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his client’s lives.
Roger became a licenced financial adviser in 2001 with Old Mutual in South Africa. In 2004, Roger’s independent financial advisers license was approved by the Financial Services Board of South Africa. His mandate was to provide financial advice with ethics and best practices. He also completed his Wealth Management qualification in financial planning during the coarse of his career with PSG Konsult.
In 2012 with the sad passing of his father-in-law, Roger discovered his niche in the insurance industry. Every client has a unique medical past and it was his duty at DiscloseAll to protect and insure every client correctly from inception.
DiscloseAll made headlines in the media in October 2017 where DiscloseAll was featured on a South African Radio Talk show 702 (click here for podcast) and again in November 2018 on Consumer Talk, Cape Talk Radio (click here for podcast). Topics discussed was how DiscloseAll fights on each client’s behalf by proving that you can avoid non-disclosures at inception of policy contracts. DiscloseAll’s story was also published in the best selling Sunday newspaper, Sunday Times, on page 3 (read more).
The vision of DiscloseAll was a great success in South Africa and Roger achieved his objective of exposing life insurance companies for the wrong that they have done to their paying clients.
In 2019 Roger moved his future ideas abroad and relocated him and his family to Oakville, Ontario. He completed his LLQP qualification and started a new insurance brokerage with great new vision for the future. Roger’s main objective is to help clients and achieve excellence every step of the way.