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David Bulinckx - President

  • Available to assist in any area of business.
  • Marketing and co-op inquiries, including support from both LifePlan Financial Group and supplier companies.
  • Assist Associates in creating a Marketing plan and help them to both implement and track their success.
  • Compensation inquiries on large cases.
  • Please contact at Ext. 229

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Bryan Bulinckx CHS - Vice President

  • Portfolio Strategies Corporation Senior Branch Manager & Business Development.
  • Marketing support on Life, Segregated Funds, Mutual Funds & Exempt Market Investments.
  • Advanced case consultation and preparation.
  • Product and conceptual training and support for both insurance and insurance related investments.
  • Insurance Strategies and Concepts support.
  • Please contact at Ext. 0

 


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Ariane Napora - Office Manager/Commissions Administration

  • Coordinate administrations duties and office procedures.
  • Ensure superior service levels for associated advisors.
  • Virtgate Training – Provide training on marketing and administrative tools available.
  • Commission inquiries and support.
  • Please contact at Ext. 249

 


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Yuee Thabphuta - Director of Business Development

  • Coordinate professional development meetings with supplier companies.
  • Marketing & Sales supplies for Associates.
  • Coordinate New Associate Orientation - one on one training on supplier websites.
  • Please contact at Ext. 250

Contracting Manager/Compliance & Privacy Officer 

  • Contracting, Contract Transferring & License renewals (Insurance) for all Associates.
  • MGA/Broker Transfers/Agent of Record Changes.
  • Compliance Officer - Risk Business.
  • Compliance and regulatory approval (Advertisements, Promotions & mass mail outs)
  • Please contact at Ext. 250

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Ken Smith, RHU - Living Benefits

  • Marketing support on Living Benefit Programs, including Group Benefits.
  • Advanced case consultation, preparation and illustrations.
  • Product and conceptual training and support on CI, DI & LTC.
  • Software training.
  • Please contactat Ext. 233

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Thea Jenkins - Assistant Branch Manager (PSC)     Case Manager - Investments

  • PSC Victoria Co-Branch Manager
  • Processing investment applications.
  • Follow up on applications and transfers in process and after sales service.
  • General investment product information, supplies & marketing information.
  • Support annuity quotes and comparisons.
  • Please contact at Ext. 241

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Brandi Butts - New Business/Manager - Risk Business

  • Processing and underwriting of all insurance applications.
  • Ordering and carrying out of underwriting requirements.
  • Provide underwriting expertise on large and difficult cases and educate new associates on the underwriting process.
  • Provide quotes and illustrations for Associates including Term & UL Comparisons.
  • Ensure prompt negotiations and placement of cases
  • Preliminary Inquiries and tentative assessments.
  • Provide Associates with product information and competitive rates.
  • All life insurance marketing material orders.
  • Please contact at Ext. 235

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Caitlin Franklin - Reception, Policy Service & Claims

  • Reception & Policy Service Administration.
  • Client Hospitality.
  • CE Credit coordinator.
  • In force Policy Claims (i.e. Death, Disability & CI Claims).
  • In force Policy Service (i.e. Statements, Beneficiary, PAC, Loans, Ownership, Assignment, Address change).
  • Policy changes that require underwriting approval (increases / decreases / Smoker - Non-smoker).
  • Please contact at Ext. 221