BENEFITS & PENSION ADVISORS

Our commitment to client satisfaction has been the foundation for success. Each member of The Winch Group team has a solid and distinctive approach to the benefits industry.

Gary Winch

BA, CLU

Gary Winch has extensive experience in all areas of employee benefits that is matched by his deep commitment to building long-term client relationships. He has helped hundreds of companies understand the needs, obligations and rewards of strategically managing their employee benefit programs.

905.639.4287 ext. 27
g.winch@winchgroup.com

Warren Mills

BA

Warren Mills has built an impressive list of clients that count on his strong analytical skills and his ability to translate complex details into simple concepts that make sense to employers and employees. He understands that achieving long-term cost control can be realized once employees are educated to become better consumers of health care.

905.639.4287 ext. 25
w.mills@winchgroup.com

Lindsay Webb

BA, CEBS, GBA, RPA

Lindsay Webb has built an impressive client list of leading organizations and companies in Canada and the United States. He has extensive knowledge of labour regulations and plan design for specific North American jurisdictions. His expertise has helped many U.S. employers operating in Canada and Canadian business with employees outside of Canada.

905.639.4287 ext. 29
l.webb@winchgroup.com

Gary Shea

CFP, CLU, CHFC

Gary Shea works with clients to understand their business, vision, and values and to develop employee benefit programs that are a perfect fit with the organizational culture and resources. Many years of experience with insurance providers has given Gary the advantage to help his clients reduce expenses, claim costs and provide overall administration.

905.639.4287 ext. 23
garysheafinancial@winchgroup.com

Don Smart

B. Comm., GBA

Don Smart’s knowledge and expertise are invaluable, complemented by a strategic vision to best serve his clients. Countless companies have received maximum value for their investments under Don’s guidance. He also believes a benefits program should match the needs of a client with the most cost-effective plans today.

905.639.4287 ext. 30
dlsbenefits@winchgroup.com

Lynn Ackerl

CMS, RPA, CEBS, CPE-Compliant

Lynn has many years of pension experience in a variety of client focused roles. She believes in developing a solid foundation with the client so that her clients are confident they are not only receiving the retirement program they want, but they are also complying with legislation and fiduciary responsibilities. She prides herself in making things easy for the employer and employees.

905.639.4287 ext. 35
l.ackerl@winchgroup.com

Carly Winch

B.Comm

Carly recently joined The Winch Group team as a benefits advisor. After obtaining a Bachelor of Commerce (University of Guelph) and then an International Business Management certification (George Brown), Carly spent several years working in the finance and accounting industry. She has her LLQP and Mutual Funds License, and is currently working towards a GBA designation through Dalhousie. Carly is a dedicated professional with a strong work ethic and is excited to build lasting relationships with clients by providing exceptional service, advice and guidance.

905.639.4287 ext. 37
c.winch@winchgroup.com

Madeline Webb

BA

After graduating from Western University, Madeline joined The Winch Group team as a benefits advisor. She completed her LLQP and Mutual Funds License, and continues to enrich and diversify her group benefits and pension knowledge by working to complete a GBA designation from Dalhousie. Through her education, entrepreneurial ventures and volunteering, Madeline has developed a love for learning, business and helping others. Her goal as an advisor is to create and maintain meaningful, interpersonal relationships with clients while providing them with expert advice and council.

905.639.4287 ext. 36
m.webb@winchgroup.com