Erin McKee

For more than 15 years, I’ve helped advisors, wealth firms, insurers, and distribution partners solve complex insurance challenges across North America.

I believe the best client outcomes come from understanding all of the available options—not just those available in one country. As both a U.S. and Canadian citizen and a licensed insurance advisor, I’ve developed deep expertise in the differences between the Canadian and U.S. insurance markets.

I often describe my role as “the advisor’s advisor.” I work alongside financial advisors and firms as an insurance specialist, helping them evaluate strategies, compare products available in both Canada and the United States, and navigate the complexities that arise when clients have ties to both countries. My role is not to replace the client’s trusted advisor, but to complement their expertise with cross-border insurance knowledge.

By providing a true comparison of insurance solutions across both markets, I help advisors ensure their clients understand the full range of available options before making an informed decision. Whether the answer is a Canadian policy, a U.S. policy, or simply understanding the trade-offs between the two, my focus is always on identifying the solution that best fits the client’s unique circumstances.

Throughout my career, I’ve built strategic partnerships, launched new insurance programs, led distribution teams, and worked across product, operations, technology, and regulatory environments. I enjoy simplifying complex issues, connecting people, and helping firms create practical solutions that improve client outcomes.

I’m passionate about advancing cross-border collaboration within the insurance industry and helping advisors better serve clients whose lives span both Canada and the United States.
I live in Boston, MA and am a US and Canadian citizen. This enables me to best support companies with a North American footprint.