Our advisors

	Elaine Baird Elaine Baird is an associate broker with Independent Financial Concepts Group. Elaine has been involved in the financial services industry for several years, both in the public and private sectors. Elaine is a Certified General Accountant (CGA), has completed the Canadian S ...

	Larry Berdugo Larry is a managing partner with WealthMore Financial Strategies. Larry's belief in proper financial and insurance planning stems from his own personal experiences - his father passed away unexpectedly with no life insurance. Larry had to leave school to help support his fam ...

	Debra Berger Creativity and love of people fostered her unusual diversity in careers, and prepared her for her final career as a financial planner. Her many successes led her to her position today, as a leader in the financial planning field, with particular emphasis on protection ...

	Sheldon Bernofsky Sheldon Bernofsky is an associate broker with Independent Financial Concepts Group. Sheldon joined the financial services industry in 2006 after a successful 35 year career in the clothing manufacturing industry. In his role as an associate broker he works with famil ...

	Jeremy Bongard Jeremy joined the financial industry in early 2002. He has been with Independent Financial Concepts Group since the beginning of his career.Jeremy is committed, energetic and sincere in regards to both his work and to his clients.

	Jaymie Bongard Jaymie Bongard has been involved in the financial industry since the late 1970's. While completing University, Jaymie worked for a large trust company. In 1982 he graduated and entered the insurance business working for the Prudential Assurance Company until they were sold i ...

	Cory Budovitch Having had fifteen years of highly successful Independent financial services and planning experience behind him, Cory is very proud to represent the broad range of products Independent Financial Concept Group offers. Opening his own financial and insurance planning practi ...

	Pablo Fucchansky Pablo is a Certified Financial Planner (CFP). He has a degree in Dentistry from the University of Buenos Aires, Argentina. Pablo's financial advisory career began in 1993 as an insurance consultant with Sun Life of Canada and he has been an independent advisor since 1998. ...

	Gary Gorr Gary Gorr, CHFC, has for over 35 years, helped Canadians achieve their financial goals. Only the most qualified financial planners are allowed to use the credential, Chartered Financial Consultant (CHFC). Gary specializes in working with small closely held corporations, a ...

	Cory Greenspan Cory is building his practice as a specialist in disability insurance, tax savings, and providing protection to young families. He graduated from Concordia University where he began working in the entertainment industry. While working on the acquisition and distribution si ...

	Lauri Kaitila After formal education in Finland and after moving to Canada in the mid 1970’s, Lauri’s life has been all things financial. His early years were spent as a Precious Metals and Foreign Exchange Trader with major Canadian and International Banks and Brokerage Firms.

	Leon Levi Before making a career change, Leon Levi was a successful businessman for over 30 years. His expertise was buying businesses verging on bankruptcy and through astute marketing, superior customer service and hands on management, turned them around and resold them as lucrat ...

	Gary Mandel Gary Mandel has been involved in the financial industry since the mid 1980's. In his first year he achieved recognition being called into membership of the prestigious Million Dollar Round Table, and later, "Court of the Table". He has maintained his membership status year a ...

	Mark Samborski Mark Samborski is a Certified Financial Planner (CFP) with over 6 years of experience in the Financial Services Industry. Mark's successful background in business development before joining the industry gives him the financial knowledge and experience to understand the many ...

	Romano Minchella As an associate broker and advisor, Romano works with families and individuals to achieve their financial and insurance objectives. In the business sector, Romano works with different types of business owners providing both Individual and Group Benefit packages for them, the ...

	Dan Morris Dan has spent fifteen years providing financial guidance, direction and discipline to his clients. His early career was spent providing advice in the mortgage industry with CMHC. He then spent several years with Scotiabank as Relationship Manager for Small Business Owners p ...

	Idan Reshef Idan Reshef has served in different managerial positions in big organizations before making a change to his current position in the financial industry. Idan is passionate about the financial world and about helping people succeed in financial aspects of their lives.

	Gary Rose, B.Sc., EPC Like many of you I’m one of the “sandwich generation.” You and I have the role of parent, spouse, and caregiver. Torn between the responsibilities of home, work, children, spouse, and parents, we have little time for ourselves and still we worry about the things we aren’t ...

	Gerry Rubinstein Gerry Rubinstein is a financial advisor who helps professionals, families and business executives protect their most important assets while helping them increase their wealth. Prior to establishing his practice, Gerry spent over 15 years in financial and sales management ro ...

	Joshua Rudolph Joshua joined the financial services industry after having worked for more than 10 years in real estate development, investment and management and 3 years in the general insurance industry. Joshua works primarily with entrepreneurs, professionals and business owners ...

	Brian Seetner Brian Seetner have been active in the business community for over thirty years. For the past 4 ½ years he has helped hundreds of families as a specialist working in the financial products sector. Brian’s focus has been on protecting the families of my clients by looking af ...

	David Wills Dave is a graduate of the University of Toronto. He began his career with Independent Financial Concepts Group in 1996 and works closely with Jaymie Bongard. His expertise is in the area of employee benefits and pension plans ...