I've spent the last 20+ years looking for ways to protect wealth and overall well-being in a manner that has not been explored. I've learned that you can create positive outcomes with careful planning and an understanding that individual wants and needs are unique to you. I work to design risk management solutions that identify what may be coming to help ensure that you are well-protected along the way.
When away from the office Oran, his wife Kathy and their 3 children enjoy travelling, the outdoors, boating, recreational sports and giving back to the community we live in.
I got into this business over twenty years ago with a desire to help people in a meaningful way. One of my most important roles is to create an environment where people are heard, valued and well-supported. For me, this means developing a wealth process that looks at the numbers and addresses life goals. It's a balance of tailoring investment solutions to meet financial needs and also provides the opportunity to have a goal of living the life you want.
I live and work in Burlington's downtown core and enjoy time well spent with my wife, Kerry, and our five children.
With over 25 years of experience in financial services, Susan joined Bay West Group in 2008 as an Operations Manager and has achieved an Associate Customer Service (ACS) designation with honours and an Associate Insurance Agency Administration (AIAA) designation with honours. She is responsible for day-to-day portfolio administration and ensuring our daily operations work well.
Originally from Sheffield, England, working as a Portfolio Administrator for an investment management firm, Alison joined Bay West Group as a Marketing Assistant responsible for daily administrative tasks that keep client portfolios up-to-date and meeting needs.
Sonja joined Bay West Group as a Marketing Assistant with over 15+ years of experience in the financial services industry. She has obtained the Fellow, Life Management Institute (FLMI); Associate, Customer Service (ACS); Associate, Insurance Agency Administration (AIAA); Associate, Insurance Regulatory Compliance (AIRC); and Associate, Reinsurance Administration (ARA) designations which allow her the breadth and depth of knowledge to take good care of our clients.
As an individual and corporate Benefits Consultant with over 20 years of experience, Rob specializes in life insurance, living benefits (disability and critical illness insurance) and customized solutions for employee benefits programs and group insurance.
With over 18 years of specializing in group benefits and group retirement plans, Randev offers his expertise as a Group Benefits Consultant for Bay West Group. As a previous Director of Business Development for one of Canada's largest benefits insurers, Randev had a successful career as an Account Executive with exposure to the top three insurers in the country.
As a seasoned Advisor to our Team, Andrew shares his 35 years of expertise as a Senior Group Benefits Consultant. His financial services experience includes group and individual benefits, including pension investment products, disability, life, critical Illness and related services.
Douglas joins Bay West as an advisor, where he shares his many years of experience and expertise in the insurance industry with our clients. Throughout the years, he's had various roles with leading insurance firms as a Benefits Consultant, Travel Insurance Specialist and Group Manager, and working as an Independent Insurance Broker. For the last decade, Douglas has been a member of "IFB," the Independent Financial Broker's Association-Board of Directors.
Barry provides Pension products and services to our clients. He is the President of the Barry Johnson Financial Group Inc. which specializes in employee benefits, financial planning, and life/disability products. Barry is the past President of London Life Underwriters Chapter and Manulife's Agent Council. He’s very involved in fundraising efforts for St. Joseph’s Hospice, a beautiful end-of-life care facility in London, Ontario.
As an Associate to our Team, Rob specializes in employee benefit programs and has held several Senior Management positions in Private industry. He serves as a Member, Financial Advisors Association of Canada (Advocis) and remains a long-time resident of Oakville and an avid sports and fitness enthusiast.
As a Senior Financial Advisor for Bay West Group, Alan brings invaluable knowledge and expertise of over 50 years of experience to our team. He holds Chartered Financial Consultant (CFC), Chartered Life Underwriter (CLU), and Fellow, Life Management Institute (FLMI) designations which give him the breadth and depth to help clients in many ways. He’s a member of Advocis, Kinsmen Club of Georgetown and has served on many boards including, Erinoak (Serving Young People with Physical Disabilities), Community Living North Halton, and Canadian Auto Sports Club.
As a former independent financial consultant with more than 40 years’ experience in the financial and insurance industry, James acts as an Associate, Group Benefits Specialist where he builds integrated financial plans and helps create long-term investment strategies. He’s a licensed insurance agent that is qualified in integrated financial planning and helps create long-term investment strategies.
