John H. Hamilton, CFP, CLU, CH.F.C.

Ph: (519)742-4474 x202 or 1-877-711-1388    Fax: (519)-741-5278

President

Over 25 years experience in Financial Services Industry. Developed the company from its infancy in 1990 to one of the premier MGA organizations in the country. Click here for John's Resumé.

Darrin Stasso

Ph: (519)-742-4474 ext.303  or 1-877-711-1388 Fax: (519) 489-0050

Business Development Manager

With over 13 years experience in the financial industry Darrin is responsible for the recruitment, growth and development of the Kitchener brokers. Darrin is also responsible for handling product information, quotations, Fundserv servicing, broker deficits, and contracting/commissions broker inquiries.

Colin Baldwin

Ph: (519) 782-7730  or 1-866-431-7003  Fax: (519)-782-9949 (London)

Responsible for the further development, maintenance and operation of the Winfund system. Processing FundSERV based commissions, electronic block transfers, electronic trade delivery, and training staff/brokers on how to use the Back Office program.

Shirley Quehl, CMA

Ph: (519)-742-4474 ext. 205  or 1-877-711-1388  Fax: (519) 489-0050

Responsible for all financial aspects of the company, including financial reports, budgeting, bank relations and commission reporting.

Nancy Forsythe

Ph: (519)742-4474 ext 210  or 1-877-711-1388   Fax: (519)-741-5278

Money Products

Over 30 years experience in Financial Services Industry.  Responsible for Structured Settlements for Canada Life, Manulife and Standard Life

Also responsible for Annuities, LIF/RRIFs for all companies including quotations.

Diane Kloepfer

Ph: (519)-742-4474 ext.207  or 1-877-711-1388  Fax: (519)-741-5278

Money New Business, Executive Assistant

Executive Assistant to John Hamilton, Money New Business, AIG Life Structured Settlements

Donna Mahood

Ph: (519)742-4474 ext 211  or 1-877-711-1388    Fax: (519)-489-0050

Life Products

Responsible for Life, Health, Critical Illness/Disability/Living Care products for: AXA, Assumption Life, BMO ( AIG), Blue Cross, Canada Life, Desjardins, Empire, Equitable Life, La Capitale, RBC/Edge, Transamerica Life and Standard Life.

Gaye Leblanc

Ph: (519)-742-4474 ext. 215  or 1-877-711-1388     Fax: (519)-489-0050

Life Products and Virtgate Administration/Broker Training

Over 28 years experience in Financial Services Industry.  Responsible for Life, Health, Critical Illness/Disability/Living Care products for: Faith Life, Industrial Alliance, IAP, Manulife/Manulife Affinity, Sun Life, Unity/CPA. Also responsible for Virtgate support and training.

Beryl McGuinness

Ph: (519) 742-4474 or 1-877-711-1388  Fax: (519)-741-5278

Administration

Responsible for Life New Business support, ordering and distribution of all Carrier marketing materials. Also responsible for e-mail notifications to brokers and support of reception.

Tina Plett

Ph: (519) 742-4474 ext. 518  or 1-877-711-1388  Fax: (519)-741-5278

Marketing Coordinator
Events coordinator for Elite 30 Conference, Diamond Club meeting, Partner meetings and educational seminars; graphics design for events, marketing material and newsletter; administrative support to President and the Sales and Marketing team.

Heidi MacDonald

Ph: (519)-742-4474 ext. 600  or 1-877-711-1388   Fax: (519) 489-0050

Contracting for AGF Funds, AIG Life, Assumption, Benecaid, Blue Cross, Canada Life, CPP (Canada Protection Plan), Edge Benefits, Equitable Life, Faith Life, Future Bright, ING Bank, La Capitale, La Survivance, Penncorp Life, Sun Life, TD Asset Management, Travel Underwriters and Unity Life.

Trish Ashman

Ph: (519)-742-4474 ext.217  or 1-877-711-1388   Fax: (519) 489-0050

Contracting and Administration

Contracting for Axa, Desjardins, Edge Benefits, Empire Life, Industrial Alliance, RBC Life, Standard Life, and Transamerica.

Nola Young

Ph: (519)-742-4474 ext. 224  or 1-877-711-1388   Fax: (519)-741-5278

Technology and Information Systems

Computer and network systems implementation and support, Webmaster, Security, Research and Development.

Maureen Weaver

Ph: (519)-742-4474 ext.220 or 1-877-711-1388  Fax: (519) 489-0050

Compensation Services

For all branches: Benecaid, Blue Cross, CPP, Faith Life, Foresters/Unity, La Capitale, La Survivance, Manulife Affinity and Group, RBC including The Edge and Travel Underwriters.

For Montreal Branch: Assumption, Axa, BMO Life, IA, Manulife, Sunlife, SSQ and Transamerica.

Also responsible for Elite 30 and Direct Feed Projects.

Linda McMullin

Ph: (519)-742-4474 ext.216  or 1-877-711-1388   Fax: (519) 489-0050

Compensation Services

Responsible for Canada Life, Empire, Equitable, ING, Manulife Life & Living Benefits, and Standard Life.

Fran Butler

Ph: (519)-742-4474 ext.225  or 1-877-711-1388   Fax: (519) 489-0050

Compensation Services

Responsible for Accounts Payable and Accounting Support.

Also responsible for compensation service for Assumption, AXA, BMO Life, Desjardins, IA, IAP, Manulife Money, Sunlife, SSQ and Transamerica. (for all branches except Montreal)

Lucille Fox

Ph: (519)-742-4474 ext.200  or 1-877-711-1388   Fax:(519)-741-5278

Receptionist,

Receptionist duties and responsible for incoming and outgoing mail and couriers. Also responsible for updating and distributing licenses and E&O's for the Contracting Department.

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