About GEM Financial Group Inc.
The GEM Financial Group Inc. is a mid-size consulting firm specializing in insurance, financial planning, pensions and benefits for employees and retirees. The firm is a merger of several independent and long established insurance practices.
GEM Financial Group Inc. is located in Woodstock, Ontario, minutes away from the 401 corridor. From our central location, we are able to serve clients throughout southern Ontario and the northeastern United States.
Rasa Lannoo
CEO
Group Benefit Consultant
GEM Financial Group Inc.
Office: 519-537-2216
Fax: 519-537-8778
Toll-free: 1-800-435-9077
E-mail: rasa@gemfinancialgroup.ca*
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I specialize in retirement plans and group benefits. With 23 years experience working in this industry, I believe a good benefit plan should manage the health and wealth of employees — not just facilitate claims and dispense cheques. A reasonably priced and well-designed plan should enhance the compensation strategy and the corporate objectives of a company and show the employer how his/her company stacks up with peers and the national norms.
I work with a variety of insurance companies, a number of alternative providers and several types of accounting systems. The information we use comes through sources in the insurance industry, the pharmaceutical industry, various government departments and the Conference Board of Canada, to name a few.
It is important not only to give advice but also to help with its implementation and to monitor the results. We use the expertise within our firm as well as collaborate with other professionals to ensure our clients are receiving the most innovative and effective service for their pension and benefit plans.
Martin Caldwell
Personal Financial Strategist
Office: 519-537-2216
Fax: 519-537-8778
Toll-free: 1-800-435-9077
E-mail: martin@gemfinancialgroup.ca*
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My passion in the financial services industry is working one-on-one with families to help them achieve their goals, both financial and otherwise. With a firm understanding of insurance, investments and debt management, I am able to create and implement programs that help inspire my clients to become financially successful.
Because each situation is different and every client unique, I understand there is a need for creativity and personal service when finding a balance between living for today and preparing for tomorrow.
I believe the key to financial successes is having a goal, learning how to achieve it, and working hard everyday to get there. By developing long term relationships with my clients I am able to understand their desires and challenges and help them work toward their dreams.
Ted Goold
Associate
Office: 519-537-2216
Fax: 519-537-8778
Toll-free: 1-800-435-9077
E-mail: ted@gemfinancialgroup.ca*
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With 35 years experience in investment and estate planning, I have helped countless people make the necessary financial moves to help secure a comfortable retirement. I have seen a lot of changes during my time in the industry and there is always something new to learn, not only for me but also for my clients. I draw on my experience and training to make sure investors are choosing the funds that work best for themselves, not for myself.
Kathy Newton
Administrative Assistant
E-mail: kathy@gemfinancialgroup.ca*
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I have been helping people with their insurance questions and concerns since 1975. I have gained more than 20 years experience dealing with almost every insurance company in Canada and I use that knowledge to address any concerns or questions clients may have.
I am generally the first person our clients deal with, which makes it essential for me to be familiar with everyone's roles and responsibilities and keep current with industry issues. My years of experience and my willingness to learn allow me to assist staff and be a productive part of the team.
Barb Morris
Administrative Assistant
E-mail: barb@gemfinancialgroup.ca*
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Compliance policy and procedure is an important part of our business today and that is my first and foremost obligation.
With over 20 years of experience in the banking sector, client service has always been a priority with me. Being involved in the day to day administration of mutual funds and other investment products gives me a chance to make sure our clients’ needs are met in an efficient, compliant and timely matter.
Lori Rozand
Administrative Assistant
E-mail: lori@gemfinancialgroup.ca*
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Excited to join the GEM Financial Group Inc., I bring over 10 years experience in administrative support and client service.
I use my computer programming skills to aide in the support of our client service and marketing areas.
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Address
42 Riddell Street
Woodstock, Ontario N4S 6M1
