Gary Lessard, ISP, FLMI, HIA

Ph: (613) 384-0955 x106 or 1-866-422-3822   Fax: (613) 384-9355

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.

Brian Morton, CFP,CLU,CH.FC

Ph: (613) 384-0955 x112 or 1-866-422-3822  Fax: (613) 384-9355

General Manager - Administration

Over 19 years of experience in the Financial Services Industry.  Brian is responsible for coordinating all aspects of administrative services in Eastern Ontario including New Busines, Policy Owner Service, Contracting and Commissions.       

Richard Dupuis, BA, CLU, CFP

Ph: (613) 384-0955  x109  or 1-866-422-3822  Fax: (613) 384-9355

Business Development Consultant

Over 21 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 31 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.

Diane Bradshaw

Ph: (613) 384-0955 x102 or 1-866-422-3822   Fax: (613) 384-9355

Over 21 years business experience. Responsible for Life new business for Industrial Alliance, Manulife, Empire Life and Transamerica Life.

Sandra Clark

Ph: (613) 384-0955 x107 or 1-866-422-3822   Fax: (613) 384-9355

Over 14 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. Sandra is also the Regional CI/DI specialist.

Nancy Cuffari

Ph: (613) 384-0955 or 1-866-422-3822   Fax: (613) 384-9355

Responsible for Daily Operations and Finance.

Debby McLean

Ph: (613) 384-0955 x100 or 1-866-422-3822Fax: (613) 384-9355

Reception and Administration

Responsible for courier distribution, supplies and assisting with administration within the office.

Chris Smith

Ph: (613) 384-0955 x105 or 1-866-422-3822   Fax: (613) 384-9355

Over 27 years experience in Financial Services Industry. Responsible for development and support of sales and marketing of all products. Also responsible for coordinating regional meetings, wholesaler support and Virtgate training.

Kim Menikefs

Ph: (613) 384-0955 or 1-866-422-3822 x108   Fax: (613) 384-9355

Responsible for assisting with investment product transactions and broker contracting. Also responsible for policy owner service for Empire Life and Manulife