Erin McKee Launches DualSure Advisory for Cross-Border
Advisors with high-net-worth clients can now access specialized insurance expertise for cross-border asset management.
Updated on Oct. 26, 2026 in People
Live Poll
Is now a good time to hire a specialist for your cross-border financial and insurance needs?
Erin McKee has launched DualSure Advisory, a specialized firm providing insurance expertise for advisors serving high-net-worth clients with cross-border assets. The venture follows McKee's departure from Manulife Wealth in June 2026.
Why it matters
The firm addresses a specific demand for cross-border insurance planning among high-net-worth individuals, leveraging McKee's 20 years of industry experience and licensing in Ontario, Quebec, and Massachusetts.
The transition includes executives with deep industry backgrounds, including 20 years of experience for McKee and 25 years each for Mattenley, Chiefalo, and Steedman. These moves follow significant tenures, such as Gibbins' 17 years at OMERS.
The players
Erin McKee
Founder of DualSure Advisory with 20 years of experience in cross-border insurance programs.
Manulife Wealth
A financial services institution that provides wealth management and insurance programs.
Olivia Steedman
Executive managing director overseeing the Asia-Pacific region for the Ontario Teachers' Pension Plan.
Christian Mattenley
A senior wealth advisor and portfolio manager at Wellington-Altus Private Wealth.
Pat Chiefalo
Head of product development and management for the Americas at Aviva Investors.
The details
DualSure Advisory operates by providing specialized insurance guidance tailored to the complexities of cross-border asset management. By maintaining professional licenses across Ontario, Quebec, and Massachusetts, the firm enables advisors to navigate multi-jurisdictional regulatory environments for their high-net-worth clientele.
Timeline
2016: McKee began focusing on U.S.-Canada cross-border insurance.
June 2026: Erin McKee left Manulife Wealth.
January 1, 2027: Olivia Steedman begins her new executive role.
Market Landscape
The launch of DualSure Advisory highlights a trend toward specialized firms addressing the surge in high-net-worth cross-border wealth management complexity. This aligns with a broader shift where industry veterans are moving from general institutions to niche, client-specific consulting roles.
Operators managing high-net-worth accounts should monitor how firms like DualSure Advisory standardize cross-border insurance compliance for multi-jurisdictional portfolios. Firms with cross-border exposure should review whether current partnerships adequately address the tax and regulatory nuances of Ontario, Quebec, and Massachusetts.
The takeaway
The move underscores the growing premium on technical expertise regarding cross-border insurance for high-net-worth wealth retention. Advisors should track how specialized boutique advisory models are changing the competitive landscape for traditional insurance partnership programs.
What happens next
Olivia Steedman is scheduled to commence her new role as executive managing director for the Asia-Pacific region at the Ontario Teachers' Pension Plan on January 1, 2027.
Further reading
For more analysis on executive shifts, visit the People section.
Source note: This article includes information reported by Investment Executive.
Live Poll
Is now a good time to hire a specialist for your cross-border financial and insurance needs?
