“We aim to deliver an exceptional protection suite that aligns well with clients’ needs. The personal satisfaction of knowing a person, family, or business is protected by the right solution is immeasurable.”

Jeff is a leading insurance professional and a licensed broker with over 11 years of industry experience. As Vice President, he oversees the entire Life & Health Benefits division, with a focus on client service, broker success, and carrier engagement. Jeff brings a wealth of experience, expertise, and passion to his role; his understanding of the Life & Benefits sector is only matched by his commitment to offering personalized insurance solutions and service. Above all, Jeff values The Golden Rule—treat others the way you want to be treated—and demands a high level of service from the professionals on his team to ensure all client interactions exceed expectations.

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“Building a trusting relationship with clients is the only way to ensure that someone feels comfortable enough to speak openly and freely, and raise the important questions and concerns on their mind.”

Steven is an insurance professional with over 24 years of experience in providing comprehensive Life & Health Benefits Solutions to Canadian individuals, families, and businesses. As a Senior Manager, Steven oversees and is responsible for compliance, client-facing communication, and contracting and sales support for all brokers and administrative team members. Above all, Steven values transparency and empathy to get a full sense of clients’ needs, recommend the most suitable solution, and ensure satisfaction.

“I work to build a long-term relationship with all of my clients. This way, I can design plans that serve them as their lives change over time.”

Kris is an advisor with over 8 years of experience in the insurance industry and 17 years in the financial services sector. As an Account Executive, Kris leverages his financial background to deliver customized life and health solutions that protect business owners and their families from unexpected injuries, illnesses, and deaths. His areas of specialty include Group Benefits, corporate-owned Life Insurance, and Disability & Critical Illness Insurance. Above all, Kris values knowing his clients on a personal level to uncover their needs and pain points and provide tailored advice that protects their interests.

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“I want all clients to feel comfortable enough to discuss their concerns, medical or otherwise, and confident that they are making the best insurance decisions possible.”

Richard is an insurance advisor with over 18 years of industry experience. As an Account Executive, Richard educates families and businesses on available solutions that align with their expectations, needs, and preferences. His areas of specialty include Life Insurance, Critical Illness Insurance, estate planning, and succession planning. Above all, Richard values communication and ensures all clients have sufficient opportunity to ask questions, express concerns, and learn more about their options.

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“Trust is always important; clients want to know that you’re there to help them. Show how much you care by going above and beyond to provide them with the best service.”

Aricia is an administrative professional with over 16 years of experience in the client benefits and financial services industries. As a Senior Coordinator, Aricia provides administrative support to the Life & Health Benefits team, overseeing policy billing, renewal, and escalated client issues. Her areas of specialty include Group Benefits and Third-Party Administration Services. Above all, Aricia values empathy and helps clients feel heard by responding with urgency and care in the event of a pressing need, life change, or unfortunate event.

“A positive, uplifting attitude is crucial. I want to help my clients as much as I possibly can.”

Collina is an administrative professional with over 9 years of experience in the insurance industry. As a Coordinator, Collina assists the Life & Health Benefits team with a variety of day-to-day tasks to simplify insurance transactions and ensure a consistent client experience. Her areas of specialty include application review, commissions, and policy changes. Above all, Collina values responsiveness and fosters client relationships by helping as needed, resolving conflicts, and supporting them through insurance-related procedures.

“My approach to client service is to be responsive, accurate, and understanding with each request or inquiry.”

Kevin is an administrative professional with over 6 years of experience in health claims and government assistance programs. As a Coordinator, Kevin assists the Life & Health Benefits team with a variety of general inquiries and day-to-day administrative tasks. His areas of specialty include Group Benefits, Health & Dental Insurance, and broker assistance. Above all, Kevin values professionalism to build trust with clients, better collaborate with colleagues, and perform effectively.