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Expertly skilled team members proudly delivering innovative solutions & exceptional service across Canada

Knowledge is Power

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.

Garry Levy

BA CLU
President & CEO
Strategic Alliance Financial Group

An industry leader and a key member of the product development committee at Forester's. Specialises in the high net-worth marketplace.

Don McKay

BA CLU CFP CHFC
Founding Partner
Strategic Alliance Financial Group

Don has been a key member on senior management teams at many life companies throughout his career and is currently a founder at SAFG.

Joe Mui

BASc
President
Goldwestmuir Capital Management

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.

Joseph Ricciuti

BCom
Director Sales & Client Management Services
SEB Administration Services Inc

He has over 40 years of experience as an insurance executive and management consultant with expert knowledge in the Group Benefits Industry.

Fabian Giusti

Owner
M. Montgomery Insurance

Fabian has made M. Montgomery Insurance into a leading company in the industry with his expertise in all areas of insurance and investments.

Neil Mathieson

CPA FCIB
Owner
Mathieson & Associates

Neil is a Chartered Professional Accountant (CPA) and is a Fellow of the Institute of Canadian Bankers.

Jim Ruta

BA RHU ETC FDFA
Icon Coach
Advisorcraft

Jim Ruta is Canada’s leading life insurance industry thought leader. Jim is internationally acclaimed speaker, writer and consultant.

Neil Silvert

Private Lending Specialist
Chartered Finance

One of the financial industry's top mortgage specialist. He also is the creator of the the Your Grey Matters podcast.

George Gentile

President
Gentile & Associates

George Gentile is a top financial planner in the life and investments fields leveraging his legal experience in his financial firm.

Madison McKimm

MBET
Founder
MadRock Financial

The next generation of brokers; he has quickly become one of the top producers in the insurance, investments and group benefits markets.

Marius Alexe

MBA CIM DMS CMT CFTe
President
ST Global Asset Management

Over thirty years experience in portfolio management in markets across the globe.

Gain the Strategic Alliance advantage. Join our winning team today!

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