PARTNERS

BGM Financial

(Cambridge, ON)

BGM Financial is an independent insurance broker, specializing in Group and Individual Insurance and Investment Services. They provide unbiased advice and guidance based on a consultative approach and on their decades of experience sourcing the right product at the right price. Their reputation has been built on the ability to design, implement and administer a broad range of insurance and employee benefit programs for groups and individuals.

Synergy Benefits Consulting

(St. Catharines, ON)

Synergy Benefits Consulting is built on the expert knowledge and experience of founder and lead consultant, Wayne Farrow, with multi disciplined specialists offering expert advice to large multi national firms and small business owners alike. Synergy Benefits offers much more then traditional “broker” services. They offer value to help attract and retain valued employees and keep organizations healthy, including employee retention, recruiting, benefits and compensation.

GEM Benefits

(Woodstock, ON)

Located in Woodstock Ontario, Rasa Lannoo and her team have operated GEM Benefits since 1996. GEM Benefits work with small and mid sized businesses with added focus on community services and not for profits throughout Canada. This acquisition enhances The Winch Group of companies offering of employee benefit advice and solutions. There are proprietary programs that both organizations offer that will enhance the client experience for all Winch Group and GEM Benefit clients.

Reuter Benefits

(Cambridge, ON)

Reuter Benefits is a large well-established employee benefits consulting firm located in Cambridge Ontario. The Reuter team of highly qualified professionals is lead by Rick Skehan. Reuter Benefits operates in both the life and health as well as the group retirement market. Their retirement block is one of the largest in Canada. This is a direct result of the expertise, unique processes and strong value proposition. Their clients range from coast to coast and include multinational corporations, not for profit and Canadian small businesses.

DRG Insurance Services

(Chatham, ON)

Located in Chatham Ontario, Dan Goodall has operated DRG Insurance Services for over 25 years. DRG Insurance Services is dedicated to providing personalized service and convenience, as well as affordable coverage that simplify today’s overwhelming insurance market. Dan and his team works closely with each group client to find the best solutions, custom fit, from Canada's best Insurers; delivered right to you in Chatham.

River Oaks Insurance Ltd.

(Oakville, ON)

Located in Oakville, ON, Richard Mototsune has operated River Oaks Insurance for over 25 years. River Oaks Insurance takes pride in its high retention of loyal clients, accomplished through trust, integrity, expertise, and excellent service. Richard works closely with his clients alongside insurers to find the best plan design best suited to their needs.

RKG & Associates

(Burlington, ON)

Founder Rick Giuliani is an employee benefits and financial planner specialist. He remains active as a financial planner servicing his clientele and won a distinguishing 50-year Management Career Award with a leading Canadian Life Insurance Company. Rick is very active as a community volunteer and fundraiser for numerous worthy projects. Rick is proud of being able to provide his clients “Financial Security, No Matter What.”

Scott Sadler

(FSA, FCIA) Principal, Sadler Actuarial Services Inc.

Since 1997, Scott has worked in the non-traditional actuarial role of Marketing Actuary where he has worked directly with some of Canada’s most affluent families - as well as their accountants, lawyers, and bankers. Scott’s role as a Marketing Actuary is to educate all involved parties on the reasons that life insurance has fast become an important component of an overall portfolio. As an independent consulting actuary since 2008, Scott works with the families and their advisor team to complete the analysis needed to make sure life insurance is an efficient and appropriate estate-planning tool for their circumstances. In addition to his professional activities, Scott has volunteered his expertise to numerous charitable organizations and committees in London.