IAG'S ADVISORS WILL HELP PLAN YOUR INSURANCE AFFAIRS FOR LONG-TERM SUCCESS. SUCCESSFULLY MANAGING YOUR ESTATE AND BUSINESS SUCCESSION PLAN INCLUDES UNDERSTANDING HOW YOUR BUSINESS AND PERSONAL ASSETS WILL BE PROTECTED.
IAG can advise you on how to protect your business and personal wealth throughout your career and even after retirement. Developing a clear vision today of areas where your assets are exposed to taxation and how life insurance can help you preserve and enhance your estate's assets is critical to the longevity and long-term growth of your estate. Our insurance advisors offer clients a broad spectrum of expertise in estate planning and insurance brokering services. We help clients at various points in their lives to manage unique needs related to estate planning.
The IAG team offers more than 50 years of life and disability insurance planning experience. We are at the forefront of insurance planning and solutions and continually invest in our team's knowledge resources of new insurance products available in the marketplace. Our clients trust us with their insurance requirements and we work hard to maintain these loyal relationships every day. Below is an overview of the depth and breadth of experience that our advisory team offers to our clients.
Guy Bentley is the President and founder of IAG (formerly Individual Insurance Services Practice with Mercer/Marsh Canada). Guy is responsible for overseeing all company operations and sales strategies, including managing the sales advisory and administrative team, developing insurer relationships and creating customized programs and policies for individual business insurance, estate planning and executive benefits. Guy also provides client advisory services on individual life, disability, critical illness, and long-term care insurance products to Canadian private business owners and high-net worth individuals.
Victoria is a senior insurance advisor specializing in providing insurance advice and policy placement services for individual life, disability and critical illness products on behalf of executives of Canadian businesses, private business owners and high-net worth individuals. Victoria has 20 years of experience as a marketing consultant and product analyst in the life insurance industry.
James is an individual insurance advisor with expertise in life insurance, disability coverage, and investment portfolios who provides tailored solutions for clients from simple insurance needs to complex estate planning strategies. His analytical skills and market insights help guide clients through different insurance options to obtain well-balanced portfolios. Dedicated to financial education, James simplifies complex concepts and empowers clients to make informed decisions that enhance their financial well-being.
Janice is an individual insurance advisor who provides tailored advice to clients to help them obtain the best underwriting decision for individual life, disability, and critical illness products. She currently manages insurance policy brokering services on behalf of executives of Canadian businesses, private business owners, and high-net worth individuals. Her responsibilities include reviewing client insurance portfolios and helping them make informed decisions on their insurance needs.
Theresa is an Administrative Assistant at IAG's Toronto head office. Her role includes managing IAG-client communications and policy administration. Theresa has over 20 years of experience in client service and supporting administrative roles with major insurers, including Sun Life and Industrial Alliance.
Dolores is responsible for all of IAG’s client service requirements in Western Canada. Dolores works closely with Senior Vice-President Chris Molcan in managing various client services, including insurance policy underwriting and brokerage services.
Lori Bentley is responsible for overseeing the company’s national operations, including Human Resources functions, finance and accounting services, vendor liaison management and licensing. Lori has 12 years of experience in the financial services industry serving in research and office management roles with various institutions, including Burns Fry, Scotia Capital Markets and Deutsche Bank Securities.
Lissa-Marie Brossard serves as a third-party Individual Insurance Advisor to liaise with our French and English-speaking clients in managing their Estate Planning, Business Insurance and Executive Benefits. She is a bilingual advisor to clients and insurers, who provides in-depth analysis for life, disability and critical illness insurance planning.
Our dear friend and colleague, Chris Molcan, passed away on May 30, 2024. As a long-time senior advisor of The Insurance Advisory Group, Chris was instrumental in developing the values we brought to our client relationships and enjoyed a successful career in the insurance industry for more than 20 years.
Our sincerest condolences are extended to Chris’ family and friends. We cannot find enough words to express how much he will be missed.
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