Bharat Anand
CFP, CLU, ChFC
Role at Canada Financial:
- President and Chief Executive Officer, responsible
for setting corporate direction and organizational
strategy, as well as for management development within
the company. - Support the Managing Partners and assist in taking action
on Advisor issues and concerns.
Background:
- Involved in the financial services industry since 1975.
- Started with New York Life in Winnipeg and became
their leading Sales Manager worldwide. Appointed
General Manager for New York Life’s Ottawa office in
1982 and, in 1986, General Manager of their British Columbia operation- which became one of the company’s top agencies system wide. - When New York Life was acquired by Canada Life in
1994, became the Regional Officer for B.C. and
Alberta for both brokerage and career operations. - Founded CF Canada Financial in 2000
- Professional Designations: Certified Financial Planner,
Chartered Life Underwriter, Chartered Financial
Consultant - Achievements: Qualifying member of Million Dollar
Round Table; Past President of GAMA (General
Agent Management Association) International -
Vancouver; Past Chairman of the Research Advisory
Group of LIMRA International and a Board Member of
GAMA International Canada. Recipient of numerous
company and industry awards. - Inducted into International "WHO'S WHO" of Professionals.
- Married with two children resides in West Vancouver, BC
Paul Isaacson,CFP
Executive Vice President
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Canada Financial is pleased to announce the appointment of Paul Isaacson as Executive Vice President effective October 1, 2009.
In this role, Paul assumes overall responsibility for mergers and acquisitions of MGA's, AGA's & producer groups. His mandate is to grow the revenues, distribution and sales force of Canada Financial and to help develop the firm's long term business & marketing strategies.
Paul joins Canada Financial from Credential Financial & Ethical Funds Company. As Senior Vice President for Distribution & Sales for five years, he provided leadership to the sales group nationally for the MGA, MFDA, and IRROC divisions of the Company.
Prior to joining Credential Financial & Ethical Funds Company, Paul had a 20 year career with Sun Life Financial. During his time at Sun Life Financial Paul led three successful financial centres in Alberta and British Columbia. His early career includes a number of years as an Advisor and subsequently Sales Manager in Manitoba.
Paul is a Certified Financial Planner professional, Chartered Leadership Fellow and serves on the Board of Directors of the Financial Planners Standards Council of Canada. He brings with him an extraordinary wealth of expertise in both life insurance & financial services. Paul is results oriented and passionate about developing leaders and promoting relationships.
Scott Low
Senior Vice President
- Scott is responsible for setting and implementing corporate operating standards & procedures.
- Supporting the Managing Partners
- Implementing the new advisor recruiting & development programs.
Background:
- Twelve years in the financing services industry.
- Sales and marketing professional for over 25 years.
Giovanni C Bitelli, C.F.P.
Vice President and General Manager
Giovanni in 1978 Joined financial services Industry as a sales manager
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He has extensive experience as a branch manager as well as in corporate marketing.
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Giovanni also has direct field experience in running a successful private financial planning practice.
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As a Certified Financial Planner, Giovanni has always enjoyed contributing to the growth of our industry in the province. He has moderated the IFATC course curriculum for several years and has been serving as a Voting Member and Chairman of the BC Insurance Council.
Joann Wong, CFP CLU ChF
Vice President Business Development
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Joann is a veteran of the insurance industry with a distinguished career spanning twenty years at Mutual Life, Clarica, & SunLife Financial. After graduating from the University of Ottawa with a Degree in Commerce, she moved out west and joined Mutual Life. As an advisor, Joann achieved numerous awards and recognition, including Regional Recruit of the Year and Diamond Club Producer.
Joann is a focused, highly energetic individual with determination, motivation and a strong desire for career and personal growth. Always looking for new challenges, Joann entered into management in 1993, becoming Branch Manager in 1995 providing leadership for over 50 advisors. During this period her achievements in management included, Winner of the Director Efficiency Trophy, National Management Awards, Agency Achievement Award and Agency Builder Award.
Joann has also been very active in the community, having served in various organizations, including: President of Richmond Chinese Community Society, Board of Director for Sunny Hill Foundation, Board of Director for MAIFA (currently CAIFA) and Fundraiser for BC Children's Hospital, St. Paul Foundation, and currently an executive board member with the SUCCESS Foundation.
Gerry Spielmacher CFP CLU ChFC
Managing Partner
- Responsible for the daily operation of
Canada Financial’s Surrey Office, including recruiting,
training, advisor support, client service, profitability, and
the administrative service standard for the processing of
new business, etc. - Take action on advisors issues and concerns.
- Assist Surrey Office advisors with: one-on-one case
consultation, joint field work, regular training in a small
group or one-on-one basis, and helping advisors
maximize their potential in the financial services industry.
Background:
- Joined financial services industry in 1978.
- Assisted Surrey Metro Savings in setting up their
Financial Planning Department. Worked with BMO
Nesbitt Burns Financial Services as their Estate Planning
and Insurance Specialist. Director of Sales for
Transamerica Life in B.C. before joining CanadaFinancial (2005). - Professional Designations: Certified Financial Planner,
Chartered Life Underwriter, Chartered Financial
Consultant
- Achievements: Past President of Surrey Chamber of
Commerce, President of Lower Fraser Valley Exhibition,
Past President of Advocis.
Fernando Marcial
Managing Partner
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Fernando earned his BSc Mechanical Engineering Degree at the Mapua instutute of technology Manila, Philippines.
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He has been in the financial services industry since 1996 and has received many awards such as the Canada Life President Council Award, the Dick Penn Trophy, and the National Quality Award.
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Fernando is a consistent member of the Million Dollar Round Table.
Frankie Lim
Managing Partner
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Born in Kuala Lumpur, Frankie attended university in the United States where he received a BA in 1988. Frankie started his entrepreneurial enterprises as a restaurant owner in Dallas Texas and then immigrated to Canada with his wife Frances, and soon to be born son, Travis in 2001. He entered the financial business in 2001 and joined CF in 2002.
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As CF’s key independent Sales Director, Frankie has built a substantial team of advisors and continues to grow his business in a creative and effective manner.
Robert MacKenzie
Associate Managing Partner
- Began his career in Financial Services in 2001
- Was a Marketing Director at another Financial Services Company for 5 years before joining the CF team in June 2008
- Has been responsible for the training and development of field agents throughout his career
- Has extensive experience organizing and implementing seminars and events in the Financial Services Industry
- Has many years of experience dealing with clients to help them reach their financial goals
- Was the primary training coordinator at a branch office with over 100 field agents
- Has vast experience dealing with product partners of financial services
- Was a member of the RCMP for 15 years before starting his career in financial services
- Enjoys working with people and has many years dealing with individuals from all walks of life
Paul Ho
Director of Wealth Management
Paul started in the financial services industry as an investment advisor with TD Canada trust in 1995.
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He now has over 13 years of experience educating advisors and investors about mutual funds, segregated funds, alternative investment funds, and flow-through shares.
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Paul also specializes in tax saving strategies for Canadian business owners.
Neel Anand B.COMM, MBA
Director of Career Development
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Neel graduated from Collingwood School in 1998 and then attended Mt. Allison University where he completed his B.Comm.
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He finished his MBA studies in 2007.
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Neel is involved in all aspects of the recruitment and development of new advisors.
Hooman Adjudani M.A., M.B.A.
Business Development Manager
Hooman is a graduate of the Harvard Business School with over 30 years of experience in the financial service industry.
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He started with New York Life in 1988 as an agent and became the top producer in the Vancouver Branch two years in a row. He became Sales Manager in 1990.
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Hooman has been moderating industry related courses for the past 15 years.
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Prior to joining Canada financial in 2004 he was the top life Regional Product Manager with London/ Great West Life.
Marianne Santos
Manager of Administration
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Having been involved in the financial service industry for over 30 years. Marianne has worked in many key positions in various sectors of the industry in the Philippines and Canada.
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Marianne joined the insurance business in 1995 working in the Canada Life career agency system. She then went on to become an independent broker in 1997.
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Joining Canada financial in 2004 she has worked in many different areas of administration and has recently been appointed to the position of Manager of Administration.
Allan Knight
Managing Partner
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Allan Knight has been a small business coach for over 20 years. He has successfully motivated, coached and trained thousands of entrepreneurs the vast majority including advisors within the financial industry. Allan provides much more than a rah-rah approach to sales and motivation. His focus is on providing you the advisor practical tools and techniques that you can use right now to build your business, taking you to the next level both personally and professionally. He believes the real secret are what he calls the three pillars of entrepreneurial success which includes Inner Power, Action Power and Communication Power.
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We are very happy to have Allan on our faculty of trainers in the area of professional and personal development
