Altitude Employee Benefits Solutions

(Halifax, NS)

Established by Pamela J. Hinam, Altitude Employee Benefits Solutions provides service to Business Owners, Benefit Plan Administrators, and Employees and their Dependents. They believe that information, insight and assistance are the main factors to effective benefit solutions. Clients can call anytime when they need information, counsel or even a sounding board. Trust and confidence are key components in everyday operations at Altitude Employee Benefits Solutions.

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.

Debi Mansfield

(CLU, CH.FC. EPC) Principal, Mansfield Benefit Brokers

Debi Mansfield brings over 40 years of insurance brokerage experience and 30 years of benefits experience to Mansfield Benefit Brokers. She became a broker early in her career, after studying business and marketing at Mohawk College. She was one of only two women completing the program, and has since continued to distinguish herself with hard work, continuous learning, and exceptional customer service. Debi has earned certifications as a Chartered Life Underwriter (CLU), Charted Financial Consultant (CH.FC.), and Elder Planning Counsellor (EPC). She takes education seriously, and has taught life underwriters courses for new agents. Continually learning, Debi makes it her business to stay current with industry trends and technology. On February 1, 2017, The Winch Group Inc. merged with Mansfield Benefit Brokers.

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.

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.

Vincent Varghese

CPA, CMA, REBC (Registered Employee Benefits Consultant)

Vincent has held senior positions in major financial institutions in banking, finance, treasury, investments, mutual funds operations, asset/liability management, financial and strategic planning, in both Canada and the USA (San Francisco, California). As Senior Vice President in San Francisco, he successfully managed the Treasury and Investment Function of the Subsidiary for nearly five years, under stringent Federal and State regulations. Currently, Vincent is an Independent Employee Benefits Consultant assisting companies to reduce their fixed overheads and improve profitability with cost effective solutions. He is committed to honesty, integrity, ethical behaviour, client relationships and provides full disclosures so clients can make well informed decisions both in the short and long term.

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.”