EOFS - Key Persons
Alex Cassell is the President of Eastern Ontario Financial Services; he entered business in 2010. Alex began his career with an insurance company before quickly moving into management. He then found his calling through personal planning for clients. Alex specializes in insurance, group planning, and investments.
Cathy Roddy is a Mortgage Broker with Dominion Lending Centre's Alliance and an Insurance/Investment Advisor with Eastern Ontario Financial Services. Cathy started her mortgage career in 2008 as a mortgage agent and obtained her broker's license in 2011. In 2014, she obtained her LLQP license to sell life insurance and investments.
Jeff Locke is the Vice President of Eastern Ontario Financial Services; he entered business in 2011. Jeff provides various services to his valued clients including; insurance, group planning, and investments.
Patricia Cockerham has been licensed since 2012. Throughout years of experience in her field, Patricia has enjoyed working with young families to help them prepare for their future, especially regarding their children's well-being. She provides life, health, group, disability, and travel insurance, as well as segregated and mutual funds.
Tanya Hammond is a compassionate Insurance Broker who is devoted to helping rural and senior clients, meeting them at their homes for their convenience. Licensed since 2015, Tanya provides a range of services including life, travel, health, group, and disability insurance, as well as registered education products (RESP's) and GIC's. "Don't leave your planning until it's too late!"
Tim Cassell obtained his financial advisor licence over 24 years ago. He has concentrated on becoming a high level Investment Advisor over the past 8 years, obtaining recognition and awards from within the industry. Providing "peace of mind" is Tim's main goal with each and every client.