Our Team

Angie began her administrative career in 1996 with Belairdirect in the Toronto office. During her 22 years with the company, Angie explored many administrative assistant opportunities working with various departments such as Claims, Underwriting, Sales, Accounts Receivable and Office Services. 22 years later, Angie embarked on working within the financial services industry with London Life. During this time, Angie held several administrative roles including Marketing Associate, Operations Co-ordinator and Branch File Auditor.
 
Angie is compassionate, loyal, open and understanding - all qualities that empower her to provide exceptional customer service to existing clients as well as help her to develop prospective clients. She gets the most gratification from helping clients and the comradery experienced when working with her team to set new standards of service excellence. She is driven to maintain happy customers.
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Angie is married and enjoys spending time with her family, traveling and cooking.

Elena is the Executive Assistant to Todd Ellis. Elena started working as an Administrative Assistant with London Life in a role that provided invaluable experience and training in which she applies to her current position with National Wealth Management.

Elena and Todd are not just colleagues, they are happily married and Elena is the proud mother of two wonderful daughters. Elena is responsible for planning and scheduling meetings, conferences, teleconferences and travel.

Among Elena’s talents she has taken on a new challenge as the owner and mortgage broker for National Mortgage Brokers.  In her role as a mortgage broker its Elena’s job to research the market for you and arrange the mortgage financing that meets your needs so you save time, energy and money.

Elena was born and raised in Chile and is fluent in English, Spanish and French. Her warm and welcoming demeanour is a tremendous asset that she brings to every client interaction. Away from work, Elena enjoys time sailing, dancing, hiking and traveling with family and making time for the occasional glass of Chilean Wine over dinner with friends.

Paul was born in Halifax, Nova Scotia but spent his early years growing up in Nassau, Bahamas. At age thirteen Paul returned to Canada to attend boarding school at Lakefield College School in Ontario. In 1995 he graduated with a Bachelor of Arts from the University of Waterloo.

His first job in the financial services industry was with a major Canadian bank in Toronto working as a personal banker. Paul’s career has progressed steadily over the last decade by working in various roles at multiple firms with increasing responsibility. In 2013 he joined Great-West Life as a Sales Consultant, Wealth Management. In this capacity, he is dedicated to supporting financial advisors with their wealth business and delivering investment and retirement planning service to a select group of clients.

Paul has demonstrated his commitment to his profession by completing some of the industry’s leading courses and accreditation including a Certificate in Retirement Strategy and the Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute. In 2010, Paul achieved the prestigious Certified Financial Planner (CFP®) designation awarded by the Financial Planning Standards Council Canada.

Joanne is the Sales Consultant for Individual Insurance with the Atlantic Sales and Marketing Centre for Great West Life; supporting both the Freedom 55 Financial office and Wealth and Estate Planning Group in Nova Scotia.

With 10 years experience in the financial services industry, Joanne started as an advisor with Freedom 55 Financial, where she provided full financial planning for her clients.  In 2009 Joanne made the move to the Great West Life Resource Centre as a Life Marketing Manager. Now, as the local life insurance, disability and critical illness expert, Joanne provides product knowledge, industry insight and comprehensive risk planning solutions to her advisors.