Here is a short introduction to the people supporting your continued success:
Michael started his career in the financial services industry in 2001. He spent the first ten years as an advisor and manager with a top Canadian Financial Services company. Michael holds a bachelor of commerce (hons) degree from the University of Manitoba. He is a Certified Financial Plannerand Certified Health Insurance Specialist. Michael has been on the local board of Advocis , (the Financial Advisors Association of Canada), serving several positions including President. Michael became a managing partner at WPG in 2011. Michael's main focus is to help business owners and professionals grow and protect their wealth. Michael lives in Winnipeg with his wife Yael and his two kids, Naomi and Ben.
Email Michael at email@example.com.
Jason started his career in financial services industry in 2003. He spent the first eight years as an advisor and manager with a top Canadian financial services company. Jason holds a Business Administration diploma from Red River College. Jason also holds a Certified Health Insurance Specialist designation and has been a speaker at many industry events. Jason is an active board member for Advocis (The Financial Advisors Association of Canada), serving several positions including President. Jason became a managing partner at WPG in 2011 and focuses his efforts on helping families and businesses in all facets of financial planning.
Email Jason at firstname.lastname@example.org.
Kathleen has over 10 years experience as a Human Resources Specialist. In her role with B.P.G. she provides our clients with HR consulting. This includes assisting in the preparation of employee handbooks, hiring, terminations, conflict management and other important HR issues.
Email Kathleen at email@example.com.
Yael has been working within the group benefits department since 2011. Her roles include preparing market reports, renewal reports, compiling numbers and relevant information for clients/prospects, and participating in the recommendation process as well as preparing payroll spreadsheets to assist clients in proper payroll deductions, ensuring legislative compliance.
Email Yael at firstname.lastname@example.org.