Read the stories behind the pictures
Sailor, Benefits Advisor, Speaker, Expert Witness, Author
Dave founded Mainstay Insurance Brokerage in 1996 as a one-person shop specializing in providing employee benefits to small and mid-sized businesses . Mainstay has grown substantially and now Dave only accepts one or two new clients each year and upon referral only. This ensures that he has aligned and educated client partnerships that get the level of attention they deserve.
Dave is a strong believer in continuing education and recognized the need for the group insurance industry to broaden its efforts in this area. In 2003 he started a small networking group, which evolved into breakfast meetings and then into regular educational seminars beginning in 2009. In 2011 he founded CGIB, the Canadian Group Insurance Brokers, an organization dedicated to supporting networking and continuing education for the group insurance industry.
Contact Captain Dave
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"Over the years Dave has increased his competence with, and use of storytelling to make the complex simple, and to help people to understand that the problems that they experience, and concerns that they have, are not unusual nor unwarranted, and to help them to understand how other have addressed and dealt with these sorts of problems and concerns in past. His wealth of knowledge and experience makes the story that he tells relevant to the situation." Lawrence Ian Geller - L.I. Geller Insurance Agencies Ltd.
As a delivery boat skipper, an offshore passage educator, or sailing with family and friends aboard Quetzal, my number one priority is to help people launch and fulfill their dreams. I’ve sailed with Dave across the Atlantic Ocean and on a heavy weather, offshore passage directly from Nova Scotia to St. Martin through some interesting weather. I'm confident that when the crew and I turn-in and Dave is at the helm, we are well taken care of.
I never knew much about his business until reading this book, but I imagine that Dave’s clients, and the advisors he works with, feel exactly the same way...safe and protected. If after reading this book you have not chosen to have him as your advisor, or are a broker setting up a practice like his, then you must be heading out to sail with him. Whichever choice you make, you’re in good hands.
John Kretschmer – Off Cape Hatteras Lighthouse 35.25° N, 75.52° W
He is an accomplished speaker at industry events across the country. Dave has worked “behind the scenes” acting as an expert witness in cases involving employee benefits and is often chosen as the “go-to” expert for others in the business.
Dave is recognized as a leader in the group benefits industry and is a contributor to various industry publications. He mentors and acts as an informal resource to other benefit brokers, especially those new to the benefits field.
Dave spends his spare time with his wife Joanne and their sons Matthew (now teaching in Vienna, Austria) and Mitchell (at Laurier University for business). He enjoys taking his clients, friends, associates and just about anyone that wants to come along, sailing on Lake Ontario, or on occasion on the Caribbean and Mediterranean seas. He’s also working on a book that’s due…well...now.
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