Garry Levy
BA · CLU
Read bio
An industry leader and a key member of the product development committee at Forester's. Specialises in the high net-worth marketplace.
Gain exclusive access to decades of industry-leading expertise
Strategic Alliance Financial Group equips brokers with expert guidance and exclusive solutions in life insurance, group benefits, and investments industry.
Gain a competitive edge, grow your business, and secure your clients with our support network.
BA · CLU
An industry leader and a key member of the product development committee at Forester's. Specialises in the high net-worth marketplace.
BA · CLU · CFP · CHFC
Don has been a key member on senior management teams at many life companies throughout his career and is currently a founder at SAFG.
BASc
From his humble start in China to shining as an All-American soccer player at Cornell and then a pro athlete, Joe has excelled as an entrepreneur and financial planner for over 35 years. We're honoured to have him as a knowledge partner. Check out Joe’s autobiography on Amazon.
BCom
He has over 40 years of experience as an insurance executive and management consultant with expert knowledge in the Group Benefits Industry.
Fabian has made M. Montgomery Insurance into a leading company in the industry with his expertise in all areas of insurance and investments.
Neil is a Chartered Professional Accountant (CPA) and is a Fellow of the Institute of Canadian Bankers.
BA · RHU · ETC · FDFA
Jim Ruta is Canada’s leading life insurance industry thought leader. Jim is internationally acclaimed speaker, writer and consultant.
One of the financial industry's top mortgage specialist. He also is the creator of the the Your Grey Matters podcast.
George Gentile is a top financial planner in the life and investments fields leveraging his legal experience in his financial firm.
MBET
The next generation of brokers; he has quickly become one of the top producers in the insurance, investments and group benefits markets.
MBA · CIM · DMS · CMT · CFTe
Over thirty years experience in portfolio management in markets across the globe.
Call or email us for more details or to ask a question.
For brokers, our compliance resource center.