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Knowledge Group
Strategic Partners
Insurance & Investment
Group Benefits
Home
Knowledge Group
Strategic Partners
Insurance & Investment
Group Benefits
Knowledge is Power
™
Give your client the Strategic Alliance Financial Group advantage with our decades of experience
Garry Levy
BA CLU
Strategic Alliance Financial Group
President
An industry leader and a key member of the product development committee at Forester's. Specializes in the high net-worth marketplace.
Don McKay
BA CLU
Strategic Alliance Financial Group
Founding Partner
Don has been a key member on senior management teams at many life companies throughout his career and is currently a founder at SAFG.
Joseph Ricciuti
BCom
SEB Administration Services Inc
Director Sales & Client Management Services
He has over 40 years of experience as an insurance executive and management consultant with expert knowledge in the Group Benefits Industry.
Fabian Giusti
M. Montgomery Insurance
Owner
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
Mathieson & Associates
Owner
Neil is a Chartered Professional Accountant (CPA) and is a Fellow of the Institute of Canadian Bankers (FICB).
Jim Ruta
BA RHU ETC FDFA
Advisorcraft
Icon Coach
Jim Ruta is Canada’s leading life insurance industry thought leader. Jim is internationally acclaimed speaker, writer and consultant.
Neil Silvert
Mortgage Broker
Private Lending Specialist
One of the financial industry's top mortgage specialist. He also is the creator of the the Your Grey Matters podcast.
George Gentile
Gentile & Associates
President
George Gentile is a top financial planner in the life and investments fields leveraging his legal experience in his financial firm.
Madison McKimm
MBET
MadRock Financial
Founder
The next generation of brokers; he has quickly become one of the top producers in the insurance, investments and group benefits markets.
Jason Julian
TruStone Financial
Consultant
His experience is critical in growing insurance brands and using best in class services in Group Benefits, financial and consulting fields.
Marius Alexe
MBA CIM DMS CMT CFTe
ST Global Asset Management
President
Over thirty years experience in portfolio management in markets across the globe.