Eastern Ontario Office
 
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Eastern Ontario Regional Office: Kingston
Charles Cuffari, CFP, CLU, CH.F.C., CSA
Ph: (613) 384-0955 x101 or 1-866-422-3822  Fax: (613) 384-9355

Managing Partner

Over 29 years experience in the Financial Services Industry, including 23 years in Management. Responsible for the growth and development of independent advisors in Eastern Ontario.
Gary Lessard, ISP, FLMI, HIA
Ph: (613) 384-0955 x106 or 1-866-422-3822   Fax: (613) 384-9355

General Manager

Over 36 years experience in the Financial Services Industry. Is responsible for assisting with the development and support of Sales and Marketing of all products for the company.
Richard Dupuis
Richard Dupuis, BA, CLU
Ph: (613) 384-0955  x109  or 1-866-422-3822  Fax: (613) 384-9355
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Business Development Consultant

Over 20 years of experience in the financial services business.   Richard is primarily responsible for growth and development of Financial Horizons in Quebec and the Ottawa region.  Richard will also be helping  Gary Lessard and Charles Cuffari with the development of new brokers in Ottawa and Eastern Ontario.
Joanne Batchelor
Ph: (613) 384-0955 x104 or 1-866-422-3822   Fax: (613) 384-9355

Life & Investment Products

Over 30 years experience in Financial Services Industry. Responsible for new money business for all companies. Life new business for Desjardins and Unity Life, as well as, all commission inquiries.
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Diane Bradshaw
Ph: (613) 384-0955 x102 or 1-866-422-3822   Fax: (613) 384-9355
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Life New Business

Over 20 years business experience. Responsible for Life new business for Industrial Alliance, Manulife, Empire Life and Transamerica Life.

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Sandra Clark
Ph: (613) 384-0955 x107 or 1-866-422-3822   Fax: (613) 384-9355
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New Business and Marketing Assistant

Over 13 years experience in the Financial Services Industry. Responsible for Life new business for AIG, Assumption, Canada Life, Equitable Life, Future Bright, RBC, Standard Life and Sun Life as well as, marketing support and quotations.
Nancy Cuffari
Ph: (613) 384-0955 x103 or 1-866-422-3822   Fax: (613) 384-9355

Finance

Responsible for Daily Operations and Finance.

 
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Debby McLean
Ph: (613) 384-0955  x100 or 1-866-422-3822  Fax: (613) 384-9355
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Reception and Administration

Responsible for courier distribution, supplies and assisting with administration within the office.
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Brian Morton, CFP, CLU, CH.F.C.
Ph: (613) 549-2122 ext.112 or 1-866-422-3822  Fax: (613) 384-9355
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Marketing and Product Specialist

Over 18 years of experience in the Financial Services Industry.  Brian is involved in all aspects of administrative services in Eastern Ontario including New Busines, Policy Owner Service, Contracting and Commissions.       
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Chris Smith
Ph: (613) 384-0955 ext 105 or 1-866-422-3822   Fax: (613) 384-9355
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Marketing and Product Specialist

Over 26 years experience in Financial Services Industry. Responsible for development and support of sales and marketing of all products.

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