Cecilia De Bold-Murdock
Advanced Planning Strategist
Cecilia is passionate about Living Benefits as it’s often a neglected part of the financial plan- it's considered complicated and expensive, yet it’s part of the foundation of a sound financial plan.
With 18 years of experience in Living Benefits, Cecilia shares strategies, knowledge and experience to develop successful living benefits plans and strategies.
Starting out in Ottawa, Cecilia has worked in Winnipeg and Toronto for GWL & CL’s Insurance division of Strategic Planning and Marketing. Certified Health Specialist, Certified Financial Planner designation candidate.
Cecilia is dedicated to helping communicate the need and partnering with advisors as a Living Benefits expert for high net worth clients and complex cases.
Advanced Case Consultant
Canada Life for Eastern & Northern Ontario
John began his career as a financial security advisor in 1990 and grew a successful practice in the Montreal / Ottawa area. He later became a director with a large bank firm supporting their agency planners with risk management solutions in the high net worth market. In 2005, he joined Great-West Life as the Eastern Ontario regional director for life insurance and was appointed to advanced case consultant for Eastern and Northern Ontario in 2012 to support advisors working in the large case individuals and business owners markets.
Wealth And Tax Planning Consultant
Frédérik is a Chartered Accountant with over 12 years of accounting practice experience in the National Capital Region. He has completed specialized tax training courses offered by the Canadian Institute of Chartered Accountants and specializes in Canadian taxation.
During this experiment, Frédérik carried out tax planning mandates with private business owners, professionals and farmers in order to develop tax strategies that allow them to accumulate wealth and minimize the tax burden.
Qtrade Wealth Management
Robert has been in the securities industry for over 15 years with positions at MD Management, Investpro Securities, Rice Financial, and CIBC. Rob started in financial services in 1997 with Canada Trust as a bank teller while studying at university. He began taking industry courses and became licensed in 1999.
Rob successfully built a securities practice at two different institutions from scratch.
“I have implemented education and mentorship programs that resulted in several colleagues becoming licensed advisors. I have been very successful in building collaborative partnerships with a broad cross-section of coworkers and colleagues that has resulted in a fulfilling and profitable relationship for all.”
Rob is a married father of four who spends most of his time outside work at children’s sports events coaching minor hockey and developed a goal-tending training program used by a number of minor hockey associations.
“I want advisors to see I am here to support their businesses and ensure the relationship they have worked so hard to acquire with their clients will be deepened and strengthened by adding me to their team.”
Regional Sales Manager
Jared is an experienced, results-oriented asset manager and financial planner with more than 13 years of investment experience. He has an extensive background, which includes an excellent understanding of capital markets, strong verbal and written communication skills. He has over five years of investment advisor experience at BMO Nesbitt Burns, institutional portfolio analysis and coaching clients the principles of investing.
Jared joined Great-West Life in January 2011 as an Investment Consultant, bringing his extensive experience in the financial planning industry to the organization's clients and advisors. In this capacity, he provides assistance and education to financial security advisors at Freedom 55 Financial and The Canada Life Assurance Company in delivering value-added knowledge and service to their clients. In May of 2017, Jared transitioned to the expanded role of Regional Sales Manager, Wealth Management for Northern Ontario.
Jared has a Bachelor of Business Administration (BBA) from the University of Toronto @ Scarborough. He holds the designation of Certified Financial Planner (CFP), is a Certified Investment Manager (CIM) as well as being a Fellow of the Canadian Securities Institute (FCSI). He has also completed Level 1 of the Certified Financial Analyst (CFA) program. Jared has also completed various industry courses, including Canadian Securities Course, Conducts and Practices and is licensed to sell life insurance products in Ontario.
Kelvin K.C. Wong
Private Wealth Counsellor
Canada Life Investment Management Ltd. The Canada Life Assurance Company
Kelvin has worked as an account manager and a Financial Planner for Schedule A bank. Mosoined Canada Life in 2012. As a Private Wealth Counsellor, Kelvin works with the client’s financial security advisor as a team to develop and implement a customized investment and estate plan, providing expert guidance to help preserve, build and transfer wealth.
Before joining Canada Life, Kelvin held a variety of increasingly responsible positions in the investment industry. Recently, Kelvin has worked as a Sales Director for a private investment firm.
Kelvin has completed the Chartered Financial Analyst designation in 2006. He has also completed the Professional Financial Planning course, Canadian Securities course, and Canadian Insurance course.
Consultant, Wealth Management, Sales Strategies And Support
The Great-West Life Assurance Company
Prior to joining Great-West Life in 2011, John held tax and accounting roles with Ernst & Young and KPMG. He is a graduate of the University of Windsor and holds Chartered Professional Accountant (CPA) and Chartered Accountant (CA) designations. John has completed the Canadian Institute of Chartered Accountants in-depth tax course and has taught Advanced Corporate Tax at Western University’s Richard Ivey School of Business.
In his current role, he is responsible for sales strategy development and supports all individual wealth strategies by creating tax and planning articles, communicating changes in tax legislation and providing expertise on product solutions.