Tony Defazio, CPCA, RHU
Tony has been in the Insurance, Investment and Group Benefits business since 1989, working with over 60 corporations and their employees. He has achieved both the Certified Senior Advisor and Registered Health Underwriter disignations. His experience and dedication to those he services has proved to be a great asset when working with firms and their owners.
Christopher Campos, RHU, CFP
Chris has been in the financial industry since 2004 and has achieved designations as a Certified Financial Planner and Registered Health Underwriter. He works closely with business owners to ensure their businesses are protected properly in the event of catostrophic events such as death or disability. His willingness to go the extra mile to do the job right is one of Chris’ great strengths.
Dawn Daughton, B.A., CIM, FCSI
Dawn has been in the investment and insurance business since 1994, starting as a stockbroker on Bay Street and evolved into helping clients develop more comprehensive financial strategy plans. She earned her B.A. at McMaster University, has achieved a designation in Canadian Investment Management and is a Fellow of the Canadian Securites Institute.
Carollee Kirby, Administrative Assistant
Carollee is our administrative assistant who happily provides friendly, courtious and expedient assistant to our clients and of course our associates. She helps us deal with all aspects of our Employee Benefits Division from securing quotes to dealing with claims and service issues. She is an asset to those that deal and know her.
Shawn has been in the Insurance and Financial services since 1982 and specializes in Group Employee Benefits, Business Key-Man Insurance, Group RRSP Savings and Pension Plans. His experience and knowledge of the industry has proven to be an asset to the businesses in providing the right Group Benefit coverage to their employees.
Ivan Bento, MBA, B.Sc.
Ivan has a significant experience with business both domestically and internationally, which has given him valuable opportunities to develop in a professional and ethical manner. Additionally he has earned his MBA at Lynn University, FL, and has put his skills together for the last 3 years in the financial industry.