Burlington Regional Office

 

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Burlington Regional Office:
tyler_trute
Tyler Trute, CFP, CLU, CH.F.C.
Ph: (905) 631-9364 or 1-866-240-7484  Fax: (905) 631-9560
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Managing Partner

Tyler brings over 20 years of experience in the Financial Services Industry to help brokers grow their business and enhance their professional development. He is responsible for the broker development in the Golden Horseshoe  and Niagara regions. Tyler believes his hands-on experience in running a successful private practice since 1990 lends credibility when working with broker challenges
Melanie Bridge
Ph: (905) 631-9364 or 1-866-240-7484  Fax: (905) 631-9560
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Administration

Melanie is responsible for handling all lines of New Business, Broker Support and Administration.  Melanie has over 10 years of Financial Services experience providing her with the knowledge and capabilities that contribute to her being an efficient first point of contact for brokers.

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Debbie Lewis
Ph: (905) 631-9364 or 1-866-240-7484  Fax: (905) 631-9560

Sales Associate

Debbie handles New Business across all lines of products and is also responsible for Broker Contracting.  Debbie has a broad range of knowledge of the Financial Services business with over 30 years of experience, including management, Sales and Marketing, administration and broker support. Debbie’s helpful spirit is valuable to ensure business gets done in a timely manner.
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Cyndi Feener
Ph: (905) 631-9364 or 1-866-240-7484  Fax: (905) 631-9560
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Executive Assistant

In addition to being Tyler’s Executive Assistant, Cyndi uses her 10 years of Financial Services experience to provide support in the areas of broker development, Sales & Marketing, and Administration.  Cyndi’s focus on ensuring broker growth and profitability is a win/win attitude brokers have come to appreciate.

 

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