Who We Are

I got into the employee benefits space thinking it would be interesting to meet business owners and interact with clients differently. Over 20 years later, I can say that each day is unique, and it is rewarding to see my advice help clients in various life situations that leave them in a better place. In employee benefits, my focus is to help build a plan for the future by balancing coverage/protection with the need to keep the benefits spent viable.

I live in Mississauga, but client visits have me working throughout the province. When not at work, I enjoy spending time at home with my wife, Reena and our two daughters. And when the girls he other plans, I spend time playing golf and soccer, skiing and cars.

As an experienced risk management and insurance broker, I have in-depth legal training, underwriting experience and a thorough understanding of corporate exposures. My community college teaching background includes continuing education seminars for licenced insurance brokers in Ontario, Canada. With the extensive work I’ve done as an underwriting agent for the well-known ‘Take Cover’ program for apartment and commercial buildings, my clients are found in the areas of property management, pharmaceuticals, engineering, machine tool and other more complex areas. My extensive list of services includes complex, multi-faceted insurance plans (international property and liability, employee benefits, review of legal agreements from a risk perspective and management support). Bilingual German.

l am a highly-trained insurance specialist, who provides a wealth of knowledge that can help you understand the needs of your Financial Security.

In the last 20+ years, I worked with many business owners and professionals to safeguard what matters to them most – their families, employees, and their personal assets.

My clients appreciate the personal approach I bring to all their insurance and investment needs, concerns, and questions, simply because I remove the complexity of the various products, making it easy for them to understand.

I am very passionate about doing what’s best for my clients and earning their trust. I have achieved this by placing my primary focus on “Good Advice”.

As an Associate to our Team, Rob specializes in employee benefit programs and has held several Senior Management positions in Private industry. He serves as a Member, Financial Advisors Association of Canada (Advocis) and remains a long-time resident of Oakville and an avid sports and fitness enthusiast.

As a Senior Financial Advisor for Bay West Group, Alan brings invaluable knowledge and expertise of over 50 years of experience to our team. He holds Chartered Financial Consultant (CFC), Chartered Life Underwriter (CLU), and Fellow, Life Management Institute (FLMI) designations which give him the breadth and depth to help clients in many ways. He’s a member of Advocis, Kinsmen Club of Georgetown and has served on many boards, including, Erinoak (Serving Young People with Physical Disabilities), Community Living North Halton, and Canadian Auto Sports Club.

As a former independent financial consultant with more than 40 years’ experience in the financial and insurance industry, James acts as an Associate, Group Benefits Specialist where he builds integrated financial plans and helps create long-term investment strategies. He’s a licensed insurance agent that is qualified in integrated financial planning and helps create long-term investment strategies.