Andrew graduated with an MBA from the University of Western Ontario’s Richard Ivey School of Business. Before returning to school for post graduate studies, Andrew was the Toronto area general manager for a Canada-wide services company.
Andrew advises on insurance & investment planning, in addition to consulting on employee benefit programs.
General and Insurance Inquiries: andrew@wfinc.caGarnet is a chartered accountant with an MBA from McMaster University. He was a manager with Coopers & Lybrand (Toronto) in their financial services practice before commencing a group benefits and pension consulting practice of his own. His clients have included a wide variety of Canadian market leaders in such industries as specialty financial services, food production, office equipment and food service equipment. Although most are privately owned and controlled, Garnet also works with publicly listed companies.
Besides group benefits and pensions, Garnet practices in the individual retirement and life insurance field.
General and Insurance Inquiries: garnet@wfinc.ca
Investment Inquiries: garnet.webster@manulifewealth.ca
Joe has had a life insurance, group benefits and pension consulting practice for over 25 years. In addition to locally based companies, Joe’s clients have included the Canadian subsidiary of a Fortune 500 imaging and diagnostic company and Canadian market leaders in such industries as auto auctioning and media sales.
Along with group benefits and pensions, Joe works in the individual retirement and life insurance field.
General and Insurance Inquiries: joe@wfinc.ca
Investment Inquiries: joseph.webster@manulifewealth.ca
Dave studied social studies at Guelph University. While attending university, Dave ran his own painting franchise under the College Pro banner. He spent the past seven years with a Toronto area service company; initially as a project manager and then later as their director of sales, helping it grow to one of the largest paint companies in the GTA.
At Webster Financial, Dave focuses on individual life, critical illness and disability insurance plans, as well as employee benefit programs.
Email: dave@wfinc.ca
Sunil is a Professional Engineer with a BSc In Electrical Engineering from the University of Alberta and an MBA from the Ivey Business School at Western University.
Located In Calgary, Sunil has over 20 years of experience in the energy industry working in engineering, accounting and economics roles. He is combining his passion for personal finance with his technical background to best serve Webster Financial’s Western Canadian clients.
Outside of the office, you’ll find Sunil at the rinks coaching his daughters’ all girls hockey teams or enjoying everything the mountains have to offer.
Sunil advises on insurance strategies, investment planning and employee group benefit plans for small and medium sized businesses.
Email: sunil@wfinc.ca
Ian graduated with a BBA at Trent University in 2015. For the last decade Ian has focused on sales leadership in various finance & technology-based industries, while emphasizing client relationship management as the key to long term business sustainability.
At Webster Financial, Ian focuses on individual life, critical illness, and disability insurance plans, along with employee benefit programs for businesses.
General and Insurance Inquiries: ian@wfinc.ca
David has been working in the financial services industry for 17 years with extensive experience in group benefits, life and health insurance, and investment management. David is a Certified Financial Planner achieving the CFP designation in 2022. As a financial planner, David has been creating bespoke financial plans for business owners and medical professionals, highlighting underused financial strategies and educating clients on the impacts of new tax regulations.
David was born and raised in Kingston, Ontario in a household of business owners. When David is not at his desk, he can be found coaching his son's various sports teams including soccer and hockey.
David assists clients with asset management, creating and monitoring financial plans.
Email: dsutherland@wfinc.ca
Kathleen joined our team in July 2022. She has over 20 years of experience in the insurance/banking industry, working with both an MGA and a premier Canadian bank. Kathleen is our client service expert. For Andrew's and David's clients, she addresses administrative requirements, schedules meetings, amongst a host of other vital, day-to-day operations. She is a born problem solver.
When she isn’t in the office, she is spending time with her 3 kids and 3 dogs. She also loves the outdoors, including camping 3 seasons of the year and skiing in the winter. With Kathleen we are all in good hands.
Email: kathleen@wfinc.ca
Jane Rustic was asked to join Webster Financial in 1996. Jane has been our trusted office manager for over 25 years, and many would say she is the glue that keeps our organization together. She is a valuable resource to both the partners of the firm and our clients. Jane ensures all the needs of the day-to-day operations of the firm are met. She also takes pride in building relationships with our clients to ensure seamless communication. For the longstanding clients of the firm, you know her well, for the new clients of the firm, you will soon.
Email: jane@wfinc.ca