Broker Check

Management Directory

Our Resources

Erika MacIsaac

Controller

Our History

Robert Kievit

Managing Director

Our Values

Ellen Lee

Managing Director

Our Values

Don Sullivan

Director of Wealth Management

Our Resources

Robert Jaffe

Disability Income Specialist

Our History

Morris Mete

Managing Director

Our Values

Mike Bourassa

Disability Income Specialist

Our History

Robert Bleakley

Director of Life Brokerage

Our Process

Cindi Agostino

Director of Agency Growth & Development


Our Resources

Marisa Mantz

Director of Marketing

Our Process

Jill VanNostrand

Managing Director


Our Resources

Jonathan Bookbinder

Managing Director

Our Resources

Michelle Grill

Director of Talent Acquisition

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