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EAGLE BAY FINANCIAL SERVICES LTD. - MISSION STATEMENT
To provide information and services that assist and empower our clients with financial security and well being and with respect to the customs and culture of the people we serve.
OUR TEAM
In order to service its clients with maximum results Eagle Bay Financial Services Ltd has a "Team" approach to business. We have individuals who have particular areas of expertise in all facets of Insurance and Investments. Benefits integration, tax exemption, employee funding are just some of the areas of specialization.
This sets us apart from other agencies and gives you the benefit of expertise in the area of influence.
NICK CALLA
FINANCIAL SECURITY ADVISOR
With a diversified background in employee benefits, group retirement and planning, Nick recognized the dire need to bring a higher level of personalized service to the financial services industry. After co-founding Eagle Bay Financial Services Ltd. with his wife Ida, Nick has sought to build his business by providing a workplace that attracts and retains quality employees. His approach to including employees as part of his family is also a process that his company adopts for its clients.
IDA CALLA
DIRECTOR OF OPERATIONS
Ida brings more than 30 years of combined office management experience in her role as operations manager for Eagle Bay Financial Services Ltd. Before co-founding the company she worked in the insurance industry for over 12 years, cultivating a deep knowledge of the industry and building relationships. Her familiarity in organization development theories and methods benefit both the people working for Eagle Bay Financial Services Ltd. as well as the clients we provide services to.
AMANDA WILLETT
LICENSED ADVISOR, ADMINISTRATOR – RETIREMENT AND PENSION SERVICES
Since becoming a licensed financial advisor in 2008, Amanda's primary focus has been on providing insurance and investment planning solutions to individuals and families. Amanda is a dedicated resource to plan members of our group retirement clients, providing personalized one-on-one retirement planning assistance. Amanda is also responsible for group retirement business development and ongoing group pension plan service. Amanda is enthusiastic and has a genuine goal of helping her clients improve their financial futures.
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Amanda by E-mail
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JESSE MCNEIL
MANAGER, BUSINESS SERVICES
Jesse has been in the insurance industry for more than a decade. Prior to joining Eagle Bay Financial Services Ltd, he worked with two of the most reputable insurance carriers in Canada. His focus is delivering high levels of personalized service while assisting our clients with the complex and dynamic field of employee benefits.
His role as Manager, Business Services, involves plan design and development, quotes, renewals and client/member education. His extensive knowledge and experience as an educator in the benefits marketplace will provide our clients with exceptional value and service. Jesse is currently working towards his CEBS (Certified Employee Benefits Specialist).
Tiziana Cagnoni
Administrative Coordinator – Customer Service
Representative
Tiziana has over ten years of combined experience working for a bank and a national insurance company. Her experience provides her with the skills and abilities to assist Eagle Bay Financial Services Ltd. clients with their group health benefit, and pension plan administration needs. Tiziana's primary role is to provide assistance to our group clients with claim and administration issues.
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Tiziana by E-mail
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ADRIANA LOEPERT
ADMINISTRATIVE COORDINATOR, RETIREMENT & PENSION SERVICES
Adriana comes to Eagle Bay Financial Services Ltd. with a Law degree from Brazil, where she gained over 7 years' experience in settlements, negotiations, civil and commercial contracts, labour and civil law. She successfully communicated with clients from a variety of multicultural and social economic backgrounds resulting in strong customer service relationship skills.
Adriana understands that in business - everything is based upon honest and trustworthy relationships. Listening to clients and responding to their concerns and knowing what 'the client needs will enable the proper delivery of what works best for them. It's not only about reviewing documents and calculating costs; it's about what our clients want and care about, then creating a plan from that point forward. Adriana's professionalism and personality is a great asset to our clients.
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Adriana by E-mail
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MARILYN HUGHES
ADMINISTRATION ASSISTANT
Marilyn joins our Eagle Bay Financial Services Ltd. with over 16 years of business experience in customer service. She prides herself on providing a friendly greeting which extends to all areas of assisting our clients with professionalism and courtesy. Marilyn will be pleased to assist you or direct you to the person who can assist you without you having to locate them on your own. Marilyn is an important part of our commitment to providing you the service you expect.
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Marilyn by E-mail
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