Peterborough/Lindsay Regional Offices

a
Quick Links
Select another Branch office a
Get Mail/Courier Address a
Get Directions dd
Eastern Ontario Offices: Peterborough/Lindsay
dd
Charles Cuffari, CFP, CLU, CH.F.C
Ph: (705) 876-0917   Toll Free: 1-888-476-0917 Fax: (705) 876-7366
dd

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.
dd
Gary Lessard, ISP, FLMI, HIA
Ph: (705) 876-0917   Toll Free: 1-888-476-0917  Fax: (705) 876-7366
dd

General Manager - Sales and Marketing

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.
dd
Brian Morton, CFP,CLU,CH.FC Ph: (705) 876-0917   Toll Free: 1-888-476-0917  Fax: (705) 876-7366
dd

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
Richard Dupuis, BA, CLU, CFP
Ph: (705) 876-0917   Toll Free: 1-888-476-0917  Fax: (705) 876-7366
dd

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.
Melanie Flynt (Lindsay)
Ph: (705) 876-0917   Toll Free: 1-888-476-0917  Fax: (705) 876-7366

Administration

Over 8 years experience in the Financial Services Industry. Responsible for new Life and Money business for all companies.
dd
Chris Smith
Ph: (705) 876-0917   Toll Free: 1-888-476-0917  Fax: (705) 876-7366
dd

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.

dd
Sandra Clark
Ph: (705) 876-0917   Toll Free: 1-888-476-0917  Fax: (705) 876-7366
dd

Marketing & 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.


d

<< Select another Branch Office >>