2024 Conference & AGM


Erin McKee

President, Insurance, Vice President, Wealth Services, Echelon Wealth Partners Inc

Erin McKee has over fifteen years of experience in US and Canadian wealth management space, specializing in insurance products and planning to enhance advisors’ businesses. She maintains a track record of boosting revenue and reducing compliance risks for top firms and advisors by combing through insurance book of business data. Her journey began in insurance sales, where she excelled in identifying opportunities and generating millions in new business, including cross-border planning. Founding McKee Insurance Consulting in 2016, she provided crucial insights to BGAs in the US and independent advisors in both the US and Canada by leveraging her experience navigating complex inforce policy data. Transitioning to a leadership role as President of Insurance, Vice President of Wealth Services, at a Canadian wealth management firm, Echelon Wealth Partners in 2021, Erin continues to drive innovation and growth in insurance and financial planning. She remains dedicated to advancing the Canadian financial landscape, while balancing family life in Boston, MA.

Speaking at the Conference

  • Sunday, May 5 @ 4:30 pm – 4:40 pm ET
    CALU Talks – Part 2 data feeds and how it impacts our business now and in the future


2024 Conference & AGM