CFSERVICES - Key Persons
Job Titles:
- Analyst
- Founder of Conte Financial Services Inc
Anthony works closely with the members of the CFS team in supporting all aspects of client needs, including quarterly claims reports, annual renewal process, market surveys and report preparation.
Conor began his career specializing in commercial insurance with Canada's largest insurer and later moving into sales. He excelled in that industry for another 15 years before joining CFS. He is currently in charge of new business development and supporting our current employee benefit and pension clients.
Doug has over 40 years' experience in the Pension business having worked with two major insurance companies providing expert advice and service to corporate clients. He draws on this knowledge and expertise to help clients of CFS with the Governance, Investment and Education responsibilities of being a Group Retirement Plan Sponsor. Doug is also responsible for the development and management of "Risk adjusted investment solutions and Decumulation strategies" for members approaching retirement age.
Job Titles:
- Manager, Operations and Administration
Committed to providing comprehensive customer service, Josée brings over 20 years of experience in the service field. Her focus is primarily on benefits administration for both traditional and flexible group benefit programs along with the management of our international insurance program. With strong organizational skills and attention to detail she ensures efficient and effective handling of our administered Programs.