Brian grew up east of Toronto, in Whitby. His passion for hockey allowed him to pursue opportunities to play major junior and a brief, minor pro career, after being drafted by the Buffalo Sabres. As Brian now says, fortunately hockey did not work out.
Brian is a graduate of York University. He entered the financial services industry in 2001, with London Life and in 2006, founded “Scott Insurance Services”. Brian works with fellow entrepreneurs and understands that creative, forward thinking strategies that are client-driven, are essential to maintain a competitive advantage.,
Brian holds designations as a Certified Financial Planner (CFP) and a Chartered Life Underwriter (CLU). He is a member of CALU (Conference of Advanced Life Underwriting) and a qualifying member of the Million Dollar Round Table.
Brian met his wife, Tina, in 2009, while vacationing in Hawaii. They reside in Toronto with their son and daughter.
As founder of Prairie Pacific Insurance in 1978, now PPI, Jim guided the company to become one of Canada’s leading national insurance marketing organizations. From his early days selling life insurance and group benefits, Jim has been committed to the business fundamentals of relationships – trust, respect and loyalty – the cornerstones of PPI’s success. Today PPI offers actuarial, tax and specialized expertise in all aspects of life insurance, and specifically in its design and custom application.
A pioneer among life insurance professionals, Jim is a driving force in raising industry standards and was instrumental in founding CALU (Conference for Advanced Life Underwriting), acting as its Chairman until 1994 and currently an honorary board member. Jim has been a qualifying and life member of the Top of the Table (a division of the Million Dollar Round Table) for 27 years and was the first Canadian Chair of its advisory board in 1985.
In 1990, Jim joint ventured with Prudential Insurance Company of America to form Prudential of America Life Insurance Company (Canada) and served as its Vice Chairman until it was sold to RBC Insurance in 2000. Jim is Chair of the Family Enterprise Xchange Foundation, a national organization for business families and their advisors, helping them to achieve inter-generational success, harmony and continuity. A recognized sales leader and high-profile international speaker, Jim has spoken on MDRT’s main platform and frequently addresses life insurance, accounting and legal professional associations.
Guy is an experienced life insurance and wealth consultant with over 50 years of experience. He has appeared on numerous talk shows and tele-video conferences, including several times speaking on the MDRT Main Platform. He was named by Worth Magazine, as one of the USA’s top 250 planners. OC Metro picked Guy as a 5 Star adviser in 2010-15.
Guy helped found the National Association of Family Wealth Counselors professionals dedicated to providing legacy and wealth planning to high net worth families. He has lectured at various estate planning council meetings, spoken at several CLU Institutes and was featured on a six CLU Conferences. A frequent writer and speaker, Guy has spoken to advisors in more than 30 countries. His most recent book “The Great Wealth Erosion” details the four factors investors need to manage to improve portfolio performance. Guy has qualified for the Million Dollar Round Table 46 times and one of only 30 to qualify more than 36 times for the Top of the Table. Other books by Guy include “Manage Markets, Not Stocks” and “Investment Alchemy” both are guides to
understanding modern portfolio theory. He also wrote “Market Tune-up”, “Why People Buy”, and “Baker’s Dozen – 13 Principles for Financial Success”, each with over 40,000 in print. His bestselling booklet is the “The Box”, an easily understood guide to the mathematics of life insurance. He also wrote Maximize the Red Zone, a guide for business owners.
Guy E. Baker
Whitney Hammond, principal of Sovereign Wealth Management, has been in personal practice since 1997. Whitney is a recognized leader in the Canadian financial planning field and a frequent speaker at events focusing on estate planning.
With exceptional knowledge in wealth accumulation and preservation, Whitney coaches clients to build solid financial plans which include tax and estate plans, testamentary trusts, tax sheltered growth plans and, for business owners, comprehensive succession plans and exit strategies. Her expertise in wealth management, and focus on delivering effective programs has allowed her to build trusting, inter-generational relationships with her clients.
Kyle Richie is an experienced and respected financial advisor known throughout the financial industry for his knowledge, enthusiasm and high energy level. He is continually sought after for sharing wealth management strategies. Kyle was Investors Group’s #1 advisor in 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016 and 2017 in New Business Credits.
Kyle is frequently asked to motivate and educate other advisors, and has been a featured keynote speaker at Investors Group meetings and conferences nationwide.
He has held over 200 client seminars and has provided insights and help to over 2,000 advisors. Kyle is known for his ability to explain everything from financial products to augmented tax deductions with strength and clarity. His focus and drive are not diminished after working hours are over as Kyle is happily married and the father of three.
Amy Tong, CLU, RHU, CHFC is an MDRT “Top of the Table” qualifier and president of AT Financial Group, an MGA in Richmond Hill, Ontario. As a lifetime member of the MDRT, Amy demonstrates exceptional professional knowledge, strict ethical conduct, and outstanding client service.
She has over 25 years experience in the financial and insurance services industry. She has been hosting seminars for dentists, doctors and other health care professionals about disability and critical illness insurance as well as wealth management and tax planning solutions since 1997.
To provide holistic financial planning for her clients, Amy works with a team of other professionals including lawyers, accountants, wealth consultants and tax specialists.
Amy has chaired many community charity projects for the Junior Chamber of Commerce, which earned her the World Award on Leadership. She has been the recipient of numerous awards acknowledging her active professional involvement in the business community.
Biography coming soon.
Cleo Castillo was born in the Philippines and graduated with a Doctor of Veterinary Science degree from Central Luzon State University. He began a sales career selling veterinary drugs and services while still in the Philippines and practicing as a veterinarian.
Cleo emigrated to Canada in 1998. He worked as a veterinary technician in rural Manitoba until a workplace accident forced him on disability. As a result, he and his family suffered through a few lean and difficult years. But, life turned around for him when he was recruited as a Field Agent for Knights of Columbus Fraternal Insurance in February 2008.
Something just clicked at Knights of Columbus and Cleo discovered his passion. For him, “Life insurance is a visible product, but the effect is invisible – the peace of mind that it brings.” That’s what he sells – peace of mind. He brings the same level of excitement, energy and a passion he had on his first sale to every sales presentation today. Every sale is just like his first.
Cleo was North American “Rookie of The Year” for Knights of Columbus Insurance and Number One Life Application Leader in North America with 265 issued life applications. He has always been among the Top 3 Life Insurance application leaders in the entire company and ended 2017 with over 300 cases. He is a Life and Qualifying Member of the Million Dollar Round Table.
David Hull, president of Hull Life Insurance Corporation of Toronto, started his career in 1978 and has been a member of MDRT for 39 years with 15 Top of the Table qualifications. He is a founding member of Conference for Advanced Life Underwriting CALU. A third-generation life insurance agent, David focuses his business on the personal and business insurance needs of affluent entrepreneurs and business owners. He sells life, critical illness and disability insurance exclusively, with Canada Life as his primary insurance carrier since he started. While he writes large cases, David is a multi-case writer averaging more than 80 policies annually. He has a passion for prospecting and helping people with their life insurance needs. He supports many charitable causes including Sunnybrook Hospital. In his spare time, David has raced power boats internationally and today enjoys fitness, golf, traveling and his family including wife Marilyn, four children and three grand children.
Jim is Vice-President of Managing General Agency Partnerships with The Canada Life Assurance Company, working directly with all managing general agencies that sell and service Canada Life insurance and investment business.
While reasonably new to the Canada Life family, Jim has been in the life insurance industry for over 33 years, holding a variety of senior insurance company roles dealing with advisor recruiting, operations, sales management and senior distribution management. At the same time, Jim has remained close to the field and the customer, retaining his life and A&S licensing throughout his career.
He holds the certified financial planner, chartered life underwriter and chartered financial consultant designations.
Jim has many outside involvements. Among them, he’s a board member of the Calgary Foundation as well as the Alberta Insurance Council and serves on a variety of their committees. He’s politically active and enjoys many outdoor sports and hobbies. Jim consults with and continues to speak to a variety of organizations both inside and outside the financial services industry.
Jim is a native Calgarian and continues to call Western Canada his home.