Southwestern Ontario Regional Office

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South Western Ontario (London)
David Swartz, CFP, CLU, Ch.F.C. EPC
Ph: (519) 439-2545 ext 201 or 1-888-388-9675  Fax: (519) 439-6683

Managing Partner

Over 28 years experience in Financial Services industry including 25 years in management roles with 2 major insurers. Responsible for the growth and development of advisors throughout southwestern Ontario.
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Jeff Crossett
Ph: (519) 439-2545 ext 204  or 1-888-388-9675  Fax: (519) 439-6683
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Business Development Consultant

Over 10 years experience in sales and marketing in the service industry; assisting in the development, growth and service to brokers in the Southwestern Ontario Region.
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Cynthia Swartz
Ph: (519) 439-2545 ext 202 or 1-888-388-9675  Fax: (519) 439-6683


Administrative Operations
Responsible for overall administrative functions in all areas for London Regional Office; with over 15 years in Financial Services administrative roles.
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Stephanie Swartz-Crossett
Ph: (519) 439-2545 ext 200  or 1-888-388-9675 Fax: (519) 439-6683

On Leave
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Catherine (Cat) Alexander, B.A.
Ph: (519) 439-2545 ext 203 or 1-888-388-9675  Fax: (519) 439-6683

Administrator

Administration all Life and Investment companies and broker services; with over 13 years experience in service roles with a major bank.
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Judith (Judi) Gallow
Ph: (519) 439-2545 ext 207  or 1-888-388-9675 Fax: (519) 439-6683
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Administrator

New Business Processing all companies; with over 10 years in the financial services industry in MGA administration support roles.
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Tracy Liebrecht
Ph: (519) 439-2545 Ext. 209  or 1-888-388-9675  Fax: (519) 439-6683
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Administrator

18 years of experience in the mutual, seg-fund and life business.  Tracy will be assisting the present staff and brokers in day to day administration and new business processing of both money and life business. 
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Justin Hamilton
Ph: (519) 439-2545 Ext. 200  or 1-888-388-9675  Fax: (519) 439-6683
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Administration

Investment products all companies..

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