Charles Cuffari, CFP, CLU, CH.F.C

Ph: (613) 241-9871    Fax: (613) 241-0191

Managing Partner

Over 30 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) 241-9871    Fax: (613) 241-0191

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) 241-9871   Fax: (613) 241-0191

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) 241-9871    Fax: (613) 241-0191

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.

Chris Smith

Ph: (613) 241-9871    Fax: (613) 241-0191

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.

Lori Parsons

Ph: (613) 241-9871    Fax: (613) 241-0191

Marketing and New Business Support

Over 11 years experience in the Financial Services Industry. Lori is responsible for coordinating broker support, quoting, new business and marketing within the Ottawa region.

Maegan Kroeis

Ph: (613) 241-9871    Fax: (613) 241-0191

New Business and Administration

Meagan is currently enrolled in the University of Ottawa, but will be working with us on a part-time basis, helping Lori Parsons with our branch administration.  

Josee LeBlanc

Ph: (613) 241-9871    Fax: (613) 241-0191

Business Development Consultant

Josee has over 21 years experience in the life insurance industry both as an agent and with a number of insurance companies as a Business Development Manager and a Training Consultant.  Josee is a long time resident of Ottawa and will be responsible for supporting our existing brokers with product and sales support as well as helping our organization grow in both Ottawa and the Outouis.   Josee can be reached at the Ottawa office, or on her cell:613-290-6089.