CL FINANCIAL - Key Persons
Job Titles:
- Advisor
- Senior Sales Executive
Jannette's career in financial services began in the mid 90's. Since then, she has mastered almost every aspect of the administration side of the business.
Learning the ins-and-outs of such a complex industry, Jannette has always pushed the envelope in terms of industry knowledge. She still finds herself at the cusp of every new innovation and change that this industry goes through.
John has worked with companies all across the GTA and been a founding member of multiple scaled businesses from: zero to $7-10m. He found success as both an operator and investor. This success led him to an early retirement- where he chose London, England as his home base.
That time was short lived. While on the beaches of Positano, John felt "like a benched player". His passion for business is one that will never go away. He now lives here in Toronto, scaling businesses. He works on: operations, special projects, and brand development.
Job Titles:
- Sales Executive
- Pension & Investments Executive
Joseph "Dennis" Balingit has been in the insurance and investment industry for over 2 decades, and in that time- has served close to a thousand families. He is an executive who has a passion for helping and educating clients; and finds genuine joy in helping them achieve their financial goals.
Dennis is a disciplined and patriotic man. He has served his community/country in more ways than one. Not only has he volunteered his time with the Toronto Police Service as an Auxiliary Constable, but he has also trained and served the Royal Canadian Air Force- as a reserved tactical officer.Dennis' passion for helping others reach their financial goals, is what led him to joining CL and our executive team. He has had such a prolific career over the past 20 years, but this is just the tip of the iceberg. Dennis is incredibly approachable and very generous with his time. One of his main duties is to help our advisors achieve their growth goals within CL
Sonny has over 10 years of experience in the insurance industry. His ambition and drive is still as strong as it was in his first year. Sonny is a man obsessed with progress and has always been a top producer within CL. His years of experience and his desire to continue pushing for more make him a very effective executive.
He's generous with his time and knowledge. Sonny enjoys helping our team members find the same success he did. After all, as he likes to put it: "there's always the next goal. We can always push further!".