Sun Life Financial
As life changes, your strategy needs to keep pace to reach your goals. This is especially true when you are embarking on a new career path such as starting your own business. As a Sun Life Financial advisor, I help clients make wise choices to grow their savings and better protect their income, their family and their retirement. I believe financial advice is about you, so I take the time to listen and understand what you want to achieve. By developing a relationship with you, I'm able to look at the bigger picture and make recommendations today that can help meet your financial needs tomorrow with an ideal mix of insurance and investment solutions. I look forward to meeting you and discussing how we'll build a strategy to help you achieve lifetime financial security.
Shelley Harrop, CIP
The thought of all the things that can go wrong are enough to keep many business owners up at night. What if you suffer a loss or damage to your equipment? What if someone was injured as a result of your work? Investing in business insurance may seem like something you just can’t afford until the worst happens. When the worst happens it can threaten and/or destroy everything you worked so hard for. It doesn’t matter if your business big or small we can create a business insurance plan that matches your needs. Let Shelley offer her experience and expertise to help you.
HARDIMAN, MOUNT & ASSOCIATES (GROUP INSURANCE)
As the proud Partner standing along side Barry Mount, Peter is mostly proud of the entire team at HMA. The level of service and knowledge provided to both their large and small business clients in his opinion is unmatched. Peter enjoys the diversity in his role. No two employers’ needs are alike. His client-centred interview style allows him to get a complete “Heath Check” on a company’s current Benefit Plan to see how it measures up against the Corporate Philosophies of their firm. He enjoys working with the HMA team using unique and sometimes proprietary solutions HMA has developed over the years to solve problems. The right combination of industry knowledge, information gathering to solidify an understanding of needs and a strong administrative team ensures a client is paying the ‘right’ rates for the ‘right’ Benefit Plan now and in the future.
ROUGHLEY INSURANCE (COMMERCIAL, HOME & AUTO)
Je has been with Roughley since 2005, and joined the company with over 35 years of experience in the insurance industry. He began his insurance career working on the insurance company side before making the move to the client side, and as such Je brings a uniquely balanced perspective to his clients.
As Roughley continues to grow and evolve to best serve the needs of its clients, present and future, Jeff is right in the thick of things. He serves as a mentor to brokers and employees within Roughley, and is directly involved in educating new generations of brokers in his capacity as an Instructor with the IBAO.
Jeff is a well-recognized member of the business communities in Durham Region, and can often be found a local business and charity events in the area. He is locally acknowledged as an expert in the area of business insurance, and Je is committed to educating and informing businesses of all sizes on the value and importance of managing risk using commercial insurance tools.
Experience and professional excellence... That’s The Roughley Advantage.
WB WHITE INSURANCE (COMMERCIAL ACCOUNT EXECUTIVE)
Insurance can feel intimidating … it doesn’t have to feel that way.
Together, we will make the right insurance decisions in finding the most comprehensive coverage tailored specifically for your business operations
with the utmost competitive premium. I was self-employed for many years in the hospitality industry prior to becoming an insurance broker. I know how much work is involved in owning and operating your business.
That is why AT YOUR SERVICE is my mantra.
My clients deserve the best and receive my dedicated commitment to producing results. It’s my responsibility to obtain the best possible outcome
and that is what I will deliver on your behalf. “ Taking into consideration all the risks and exposures that you face in your business is my goal”