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The Executive

The Baywest team - Jeremy Racicot, B.A. (Econ), CFP

Jeremy Racicot, B.A. (Econ), CFP

  • Partner and co-founder of The Bay West Group Inc.
  • Specializes in pre- and post-retirement and investment planning
  • Responsible for managing $70 million of investment funds for 70 families
  • New client minimum threshold of $750,000 of investable family assets
  • Certified Financial Planner (CFP)
  • Member of The Financial Advisor Association of Canada (Advocis)  and the Financial Planning Standards Council
  • Previously an Economic Research Analyst with the federal Department of Finance, and Investment Specialist/Consultant for a major Canadian financial institution
  • Member of the Rotary Club of Burlington Lakeshore  since 2003, Co-Chair of Canada's Largest Ribfest  (2014-present)
  • Awarded the 40 Under Forty Business Achievement Award in 2014, which is given to recognize Halton’s next generation of business leaders. These 40 individuals are under 40 years of age and consistently make their mark in business and contribute regularly to their respective communities
  • Resides in Burlington with his wife Kerry and 5 children

T: 905-639-6443, extension 28

The Baywest team - Oran Johnson, B.A. (Psych. and Sociology), RHU

Oran Johnson, B.A. (Psych. & Sociology), RHU

  • Partner and co-founder of The Bay West Group Inc.
  • Specializes in advanced structure and taxation of living benefits and life-based products
  • Oran has implemented over 30,000 individual and corporate Living Benefits contracts and has managed more than 2,800 disability or critical illness insurance claims
  • Extensive experience in comparative definition, advanced product structure and tax optimization strategies; an in-demand speaker and consultant for advisors across Canada
  • Has instituted National Living Benefits programs for several Canadian corporations
  • Employs a collaborative-based working mantra and model, Oran and his staff seek to understand then develop recommendations for risk mitigation and management involving clients’ tax and estate lawyer and/or accountant to ensure clarity and appropriateness of coverage
  • Graduate of Waterloo University
  • Registered Health Underwriter
  • Previous employment includes Regional Living Benefits Manager with Great-West Life
  • He is on the Board of Directors for the Joseph Brant Hospital Foundation Joseph Brant Hospital Foundation in Burlington, Ontario
  • Resides in Burlington and has two children

T: 905-639-6443, extension 23

The Baywest team -Susan Hay, ACS, AIAA.

Susan Hay, ACS, AIAA

  • Senior Operations Manager
  • Licensed Insurance Advisor
  • Has obtained Associate, Customer Service (ACS) designation with honours as well as Associate, Insurance Agency Administration (AIAA) designation with honours.
  • Marketing Assistant, Great-West Life, Canada
  • Formerly Administration Assistant, Standard Life, Scotland. Emigrated to Canada in 1990.

T: 905-639-6443, extension 21

905.639.6443 | 866.922.9937