| Eastern Ontario Branch Office: Ottawa/Outaouais |
 |
| Charles Cuffari, CFP, CLU, CH.F.C., CSA |
Ph: (613) 595-1664 Toll Free: 1-866-246-8802 Fax: 613-595-1659 |
|
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) 595-1664 Toll Free: 1-866-246-8802 Fax: 613-595-1659 |
|
Business Development 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.
|
 |
| Brian Morton, CFP, CLU, CH.F.C. |
Ph: (613) 595-1664 Toll Free: 1-866-246-8802 Fax: 613-595-1659 |
|
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 |
Ph: (613) 595-1664 Toll Free: 1-866-246-8802 Fax: 613-595-1659 |
|
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) 595-1664 Toll Free: 1-866-246-8802 Fax: 613-595-1659 |
|
Regional Marketing Coordinator
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) 595-1664 Toll Free: 1-866-246-8802 Fax: 613-595-1659 |
|
New Business Support
Over 11 years experience in the Financial Services Industry. Lori is responsible for broker support and new business within the Ottawa region. |
 |
| Jo Leblanc |
Ph: (613) 595-1664 Toll Free: 1-866-246-8802 Fax: 613-595-1659 |
|
New Business
Over 13 years experience in the Financial Services Industry. Jo is responsible for broker support and new business within the Ottawa region. |
 |
| Sandra Clark |
Ph: (613) 384-0955 Toll Free: 1-866-246-8802 Fax: (613) 384-9355 |
|
Marketing and Product Specialist
Over 14 years experience in the Financial Services Industry. Responsible for marketing support and quotations. Sandra is also the Regional CI/DI specialist. |
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| Maegan Kroeis |
Ph: (613) 595-1664 Toll Free: 1-866-246-8802 Fax: 613-595-1659 |
|
Administration
Maegan will be working with us on a part-time basis helping Lori Parsons and Jo Leblanc with our branch administration. |
