Our Capabilities Set Us Apart
Our cross-Canada team of nearly 60 professionals – including MBAs, PHDs, Chartered Professional Accountants, lawyers, and actuaries – bring diversity of expertise and experience to help our clients reach their goals.
Drawing on these diverse professionals, a custom team is assembled to address each of our client’s specific needs.
Principals & Executive Team
Advanced Planning
Solution Analysts
Client Operations
Corporate & Compliance
Finance
Principal, Chief Executive Officer
President, Chief Operating Officer
Associate Principal
Head of Technology and Data Solutions
Director, Human Resources
Head of Strategic Client Credit
Director of Finance
Chief Legal Officer
Senior Advisor, Advanced Planning
Senior Advisor, Advanced Planning
Senior Advisor, Advanced Planning
Senior Advisor, Advanced Planning
Senior Advisor, Advanced Planning
Senior Advisor, Advanced Planning
Senior Financial Analyst
Senior Actuary
Financial Analyst
Solutions Analyst
Director, Operations
Senior Manager, Sales Enablement
Senior Advisor - Solutions
Account Manager
Account Manager
Account Manager
Account Manager
Account Manager
Account Manager
Account Manager
Credit Manager
Account Manager
Account Manager
Account Manager
Senior Account Service Representative
Senior Account Service Representative
Senior Account Service Representative
Account Service Representative
Account Service Representative
Credit Analyst
Account Service Representative
Account Service Representative
Account Service Representative
Underwriting Team Lead
Senior Underwriting Associate
Underwriting Associate
Underwriting Administrator
Underwriting Administrator
Business Performance Manager
Manager, Optimization
Legal Counsel
Life License and Contract Specialist
Legal Counsel
Director of Enterprise Accounting
Human Resources Administrator
Office Manager
Senior Training Coordinator
IT Systems Administrator
Executive Assistant, Operations
Executive Assistant
Executive Assistant
Corporate Controller
Controller
Senior Financial Administrator