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

Ph: (519)742-4474 ext 202 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.

Resume

Darrin Stasso

Ph: (519)-742-4474 ext.303  or 1-877-711-1388 Fax: (519)-741-5278

Sales and Marketing

Darrin is responsible for inside sales and marketing for all products.  

Colin Baldwin

Ph: (519) 782-7730  or 1-877-711-1388  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)-741-5278

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: AIG, AXA, Assumption Life, Canada Life, Desjardins, Equitable Life, La Captale, 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: Edge Benefits, Empire Life, Industrial Alliance, Manulife, RBC Insurance, Sun Life, Unity Life.

Beryl McGuinness

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

Responsible for Life New Business support, ordering and distribution of all Carrier marketing materials, 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
Education Seminars/Workshops Coordinator, Coordination of all Marketing Materials and software.  Broker Communications.  Event Planning. 

Heidi MacDonald

Ph: (519)-742-4474 ext. 600  or 1-877-711-1388   Fax: (519)-741-5278

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

Trish Ashman

Ph: (519)-742-4474 ext.217  or 1-877-711-1388   Fax: (519)-741-5278

Contracting and Administration

Contracting for Axa, Desjardins, Edge Benefits, Empire Life, Industrial Alliance, Manulife, RBC Life, Standard Life, and Transamerica. Also responsible for updating and distributing licenses and E&O's.

Nola Young

Ph: (519)-742-4474 ext. 224  or 1-877-711-1388   Fax: (519)-489-0050

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)-741-5278

Compensation Services

Responsible for Benecaid, Future Bright, IA, IAP, Manulife, RBC, Sun Life, Transamerica and Western compensation.    Also responsible for Elite 30 and Direct Feed Projects.

Chris Hamilton

Ph: (519)-742-4474 ext.222    or 1-877-711-1388   Fax: (519)-489-0050

Compensation Services, Life New Business, Virtgate Support

Responsible for compensation for AIG, Assumption Life, AXA, Blue Cross, Desjardins, ING, La Captale. Also responsible for Life New Business for RBC, Unum and The Edge.Chris will also be responsible for broker training and support on the Virtgate system and will also be the Regional Office contact for Seg Fund issues as they relate to Virtgate. 

Linda McMullin

Ph: (519)-742-4474 ext.216  or 1-877-711-1388   Fax: (519)-741-5278

Compensation Services

Coming to us with 13 years as a Marketing Assistant for one of our London Branch advisors, Linda will help us to provide more comprehensive support to the Regional Offices. She will focus on Canada Life, Empire, Equitable and Standard Life.

Lucille Fox

Ph: (519)-742-4474 ext.200  or 1-877-711-1388   Fax: (519)-489-0050

Receptionist,

Receptionist duties and responsible for incoming and outgoing mail and couriers.

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