Previously working as an employee benefits specialist at a national insurance company, Rob decided that he would have more opportunities to use his creativity and innovation if he was working for clients rather than insurers. He made the switch and launched a successful career as a consultant obtaining a Registered Employee Benefits Consultant (REBC) designation, followed […]
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Born and raised in Brantford, Ontario, Keaton forged his career in the insurance industry over several years. After graduating from the University of Western Ontario with a degree in Financial Economics and a brief career playing professional hockey, Keaton worked on the pricing committee at a national insurance company where he spent time in Ontario […]
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Melanie has over two decades of experience in the benefits industry – many of these years working exclusively with the small business market. Receiving her Group Benefits Associate (GBA) designation in 2013 and actively working towards obtaining her Certified Employee Benefits Specialist (CEBS), she enjoys working with clients to provide solutions, answer questions and help […]
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With over 30 years of experience in employee benefits and finance, Ian works with our small business clients to ensure their benefits program continues to meet their strategic needs, as well as engage their staff. He believes good governance, ongoing communication with employees, and targeted education is the key to a successful benefits program. Having previously worked for a […]
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With more than 30 years of experience in pension and benefits and a background of consulting experience with Cowan Insurance Group and Hewitt Associates (now Aon), Paul works with our pension clients to ensure their retirement savings programs continue to meet their strategic needs and the engagement needs of their people. He believes good governance, ongoing communication with employees, and targeted […]
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With many years of experience in the benefits industry, Patti began her career working for a large insurance company and then moved to the advisor side over 15 years ago. Patti specializes in solving account matters quickly and provides a high quality of customer service. Outside work, she in involved with different charitable organizations (Canadian Breast […]
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Jennifer is responsible for handling various accounts held by all GBG Advisors. Bringing extensive knowledge and insight, Jennifer has previous experience working for a large corporate benefit consulting firm, which helps her understand the needs of both employers and employees. She also is an experienced account manager and appreciates the daily tasks and analytical nature of […]
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Trevor has been in the financial services industry for over two decades. Having worked for a number of banking institutions in numerous customer-facing roles, Trevor brings a vast amount of knowledge and experience to financial planning. Trevor earned his Certified Financial Planner® (CFP) designation in 2012 and uses his financial planning expertise to give every mortgage […]
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Chris grew up in Port Colborne, Ontario on a Dairy/Cash crop farm. Upon graduating from Niagara College in 1993 with a diploma in Business Sales & Marketing, Chris began his career at Canada Life in the insurance and investment industry. Eventually, he relocated to Welland to work with an experienced advisor who was looking to assist […]
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With over two decades of marketing and communications experience, Vince enjoys developing various correspondence materials for all our clients. He tailors important information around our client’s needs and simplifies information for employees and members. By utilizing our client’s established distribution channels, Vince creates attractive materials in any format requested by the client (i.e. posters, memos, inserts, digital communications, etc.). Some […]
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