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Our Strategic Partners
The whole picture planning
Strategic Partners
Daryl Cordiner
Account Manager – Great-West Life | LinkedInDaryl Cordiner – Employee Benefits Specialist
Kelvin Wong
CFA – Private Wealth Counselor
Gabriela Schilling
Marketing & Communications Strategist
Amy Akyol
Senior Advisor Service Representative, Wealth Operations, Individual Customer
Amanda Holden
Marketing Associate/Operations Coordinator
Tina Evans
ACS – Operations Coordinator
Jacqueline Van Esch
Technology Specialist
Jim Radcliffe
CFP – Practice Development Director
John Cleminson
CLU – Managing Director, Branch Manager
Mike Albert
Advanced Case Consultant, Life Insurance for Ontario (excluding GTA) – Canada Life | LinkedInMike Albert, BA, CHS, CPCA, EPC – Advanced Case Consultant
Sharon McIlvaney
FLMI, ACS, AIAA, AIRC – Regional Support Associate, Wealth Management
Maureen Truman
FLMI, ACS, AIAA, AIRC, ARA – Insurance Support Associate
Steve Shillington
HBA, CA, FLMI, CFP, TEP – Wealth & Tax Planning Consultant
Tom Sears
Securities Specialist
Securities such as stocks and bonds are offered through Canada Life Securities Ltd., Member of IIROC and the Canadian Investor Protection Fund
IIROC AdvisorReport
Phil Hunt
Regional Manager, Wealth Management
Trevor Lee
Credit Planning Specialist
Adam Marceau
Insurance Planning Specialist
Cecilia de Bold
Advance Planning Strategist, Living Benefits
Frédérik Kyriazis, CPA, CA
Wealth and Tax Planning Consultant
Let's create a plan for the future and make sure your life, work, and money are in sync

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