Jeff is a graduate of UNB and has over 25 years of insurance industry experience. He has worked in a variety of positions, including surety supervisor, consultant, and manager. Jeff has worked throughout Canada, and overseas, in locations such as Africa and Eastern Europe. He was awarded his Fellowship by both the Society of Management Accountants, and the Insurance Institute. In his spare time, Jeff can be found mountain biking or hiking in the Canadian Rockies.
Diana provides accounting and back office support for all operations. She has 20 years’ experience in financial management, and earned her Doctorandus of Accounting from Trisakti University in Jakarta, Indonesia. Diana loves to garden and has two green thumbs. She keeps the office looking great with flowering hibiscus and orchids.
AUDITOR, OCCUPATIONAL HEALTH AND SAFETY
Kris has many years’ experience in the environmental and safety engineering field. Kris is available for Occupational Health and Safety audits and assessments, as well as documentation development, fall protection, accident investigation, fit testing and worker exposure and air quality testing.
ACCOUNT EXECUTIVE, FINANCIAL SERVICES
Richard is a graduate of the University of Ottawa and is fluently bilingual in both French & English. In his many years of insurance experience, Richard has played key roles in underwriting, marketing, group insurance and management with leading insurance companies in Canada. His professionalism is admired by clients and colleagues alike.
Shalu likes to work, and has developed a loyal following of clients that appreciate her focus on saving money and getting the best coverage available. Shalu has her Diploma in Business Administration from NAIT and has worked in the industry for 15 years. Shalu is a born entrepreneur, and a dedicated Mom to her two boys. She hopes her children will inherit her aptitude for success.
Tom is a former consultant to the U of A, and the Founder of TPB Strategic Counsel. Tom is instrumental as a consultant and friend, providing needed guidance on corporate Vision, objectives, and strategy.
Jacques provides risk management consulting through the services of Managenable Inc.
, and holds a long pedigree of advancing positions in the risk management field. Jacques has his MBA in risk management, and has worked as the Director, Risk and Assurance, for McEwen University, and as an instructor, at Mount Royal University.
Michele is beloved by all that know her. Office Manager, Account Executive, and all around pleasant person, Michele is relied upon to keep the office running smoothly and clients happy. Michele has an affinity for education, and when she is not in school, she is attending to every office need. She also keeps busy with her many dogs, cat, and fish, and is Mom to Bubbles D’Khat, Customer Relations. Michele also an accredited chef.
ACCOUNT EXECUTIVE, GROUP BENEFITS
Tim has 14 years’ experience in insurance, including a background in general insurance and group benefits. Tim enjoys meeting new people, and creating long term business relationships. His interests include concerts, travelling, cooking and golf.
Bubbles has 10 years’ experience with our firm, and, despite her name, takes her position in Customer Relations earnestly. Whether suddenly jumping down from an overhead roof truss, or catching mice on the weekends, Bubbles is sure to take her job seriously.
Bio to come.
Gideon Gideon is great great at IT support, and keeps all IT systems running smoothly. He is the founder of Netcotech
and responsible for in-house servers, email systems, firewalls, and phone systems -that are all running better than ever. In his spare time, Gideon can be found outdoors with his young family, or hunting dear in the mountains.
Penny started her career as a legal assistant, and is a valued Account Executive highly prized by her adoring clients. Penny has been in the insurance industry since 2003 and has a wealth of knowledge and a commitment to her customers’ needs. In her spare time, Penny can be found on a motorcycle or spoiling her grandchildren.
Mark is not on staff, but deserves honourable mention, and his own link. Mark is our tax accountant, consultant, and friend. Mark also plays a role in meeting the CRA requirements of Sun Safe Water. You can visit Mark on his web site at Hill & Co
Ming has been with PL&B Insurance since 2005. She has her CIP designation and a degree in Math & Finance from the U of A. Ming’s interests include the application of actuarial analysis to risk management. When she is not working, Ming is mother to two handsome boys, and enjoys her trips to visit family.
John has been in the insurance industry for over 35 years and specializes in commercial insurance. John is involved with several non-profit groups and presently sits on the Assist Community Service Center board of directors, Confucius Institute of Edmonton Advisory Council, and Edmonton Police Chief Advisory Council. John enjoys working with the community and has helped several other non-profit groups with fund raising campaigns.
Cathy graduated from the University of Shenyang in China with a Bachelor’s degree in accounting, and refreshed her knowledge at NAIT. She has worked in the accounting area for more than 10 years. Cathy is a new Mom, and she enjoys spending time with her family as well as swimming and being active outdoors.