Full Name: Geoffrey Greenall
Professional Title: Website Content Writer, Ebsource.com
Location: Rossland, British Columbia, Canada
Educational Background
- Certificate in Winemaking at University of California, Davis (Sep 2023 – Apr 2025)
- Hotel/Restaurant Management at Fanshawe College (2001 – 2002)
Career History
| Company | Position | Period | Industry |
| Ebsource Canada | Website Content Writer | Oct 2023 – Present | Employee Benefits, YMYL Publishing |
| IDC Insurance Direct Canada | Employee Benefits Management Consultant | Present | Employee Benefits, Insurance, Financial Services |
| Self-employed (via Investia Financial Services Inc.) | Mutual Fund Representative | Sep 2023 – Present | Financial Services, Investments |
| Self-employed | Life, Health and Wealth Advisor | Jun 2013 – Present | Insurance, Financial Planning, Tax Strategy |
| PPI Solutions Inc. | Sales Manager – BC Division | Aug 2017 – Apr 2018 | Insurance, Investments (Life, Living Benefits, Seg Funds) |
| Desjardins Financial Security Life Assurance Company | Regional Sales Director | Jul 2015 – Jul 2017 | Insurance (Life & Living Benefits) |
| Canada Protection Plan | Sales Director, BC & AB | Oct 2014 – Jul 2015 | Insurance (Simplified Issue Life Insurance) |
| Global Pacific Financial Services Ltd. (MGA) | Inside Sales Specialist | Apr 2010 – Oct 2014 | Insurance, Financial Services (MGA Distribution) |
| London Life / Great-West Lifeco Inc. | Senior Business Coordinator | Oct 2005 – Apr 2010 | Insurance, Wealth Management (Seg Funds, GICs) |
Areas of Expertise
- Employee Benefits Consulting: Acts as a consultant for employee benefits solutions, including health, dental, disability, life, and critical illness insurance and produces industry-related content for Canadian employers.
- Insurance and Living Benefits: Offers guidance on life insurance, living benefits, and simplified issue products. He draws on experience with a variety of Canada’s top insurance providers.
- Financial and Tax Strategy: Specializes in developing documented financial plans for Canadian business owners and entrepreneurs aimed at reducing their tax liabilities.
- Wealth Management and Investments: Guide clients in growing their wealth through investments like mutual funds and GICs, with a background in both client-facing advisory and internal support roles.
- Sales and Distribution Leadership: Holds a track record of fostering regional sales expansion and broadening distribution channels throughout Western Canada in senior leadership positions.
- Advisor Education and Mentorship: Focuses on recruiting, training, and mentoring financial advisors through a variety of formats, including workshops, webinars, professional development events, and individual coaching.
- Industry Communication and Content Development: Specialize in breaking down complex financial and employee benefits topics into simple, understandable language, while adhering to YMYL standards.
Geoffrey Greenall's Publications and Written Work
Geoffrey Greenall creates easy-to-follow guides and articles to help you make sense of complex topics. His work adheres to Ebsource’s strict editorial guidelines and is backed by credible sources, such as government publications and certified professionals, to ensure you get information you can trust.
Geoffrey Greenall is the expert behind our employee benefits content. He develops in-depth articles, data-driven company reviews, and essential educational guides, including:
