Meet The Brokers

Jeff Locke

Jeff Locke is the Vice President of Eastern Ontario Financial Services; he entered business 2011. Jeff provides various services to his valued clients including; insurance, group planning, and investments.

Jeff Locke, Managing Partner
201-780 Midpark Drive Kingston, ON K7M 7G3
tel: 613.634.1664 ext: 228 | fax: 613.634.1667
[email protected] | www.eofs.ca

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Alex Cassell

Alex Cassell is the President of Eastern Ontario Financial Services; he entered business in 2010. Alex began his career with an insurance company before quickly moving into management. He then found his calling through personal planning for clients. Alex specializes in insurance, group planning, and investments.

Alex Cassell, Managing Partner
201-780 Midpark Drive Kingston, ON K7M 7G3
tel: 613.634.1664 ext: 226 | fax: 613.634.1667
[email protected] | www.eofs.ca

Apply For Your Mortgatge Today
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Tim Cassell

Tim Cassell obtained his financial advisor licence over 18 years ago. He has concentrated on becoming a high level Investment Advisor over the past 2 years, obtaining recognition and awards from within the industry. Providing “peace of mind” is Tim’s main goal with each and every client.

Tim Cassell, Broker
10951 Golf Club Road Iroquois, ON K0E 1K0
tel: 613.652.2895 | tf: 1.888.658.0884 ext:5232 | fax: 613.652.2867
[email protected] | www.eofs.ca

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Cathy Roddy

Cathy Roddy is a Mortgage Broker with Dominion Lending Centre’s Alliance and an Insurance/Investment Advisor with Eastern Ontario Financial Services. Cathy started her mortgage career in 2008 as a mortgage agent and obtained her broker’s license in 2011. In 2014, she obtained her LLQP license to sell life insurance and investments.

Cathy Roddy, Mortgage Broker / Life Insurance Advisor
640 Cataraqui Woods Drive Kingston, ON K7P 2Y5
tel: 613.572.1117 | tf: 1.877.333.4983 ext: 723 | fax: 1.877.333.4983
[email protected]
www.eofs.ca | www.cathyroddy.ca

Dominion Lending Centres Alliance
Independently Owned & Operated | FSCO #12063

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Fred Cooke

Fred Cooke has one year of experience as a life insurance broker and five years of experience as a mortgage agent. Through his dedicated work, he provides life insurance and mortgage products to clients that suit their individual financial needs.

Fred Cooke, Life Insurance Broker / Mortgage Agent – Lic # M12001143
739B Arlington Park Place, Kingston, ON K7M 8M8
tel: 613.985.0945 | fax: 613.634.1667
[email protected]
www.eofs.ca | www.KingstonMortgageSolutions.com

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P Cockerham Headshot

Patricia Cockerham has been licensed since 2012 and MDFA licensed since 2014. Throughout years of experience in her field, Patricia has enjoyed working with young families to help them prepare for their future, especially regarding their children’s well-being. She provides life, health, group, disability, and travel insurance, as well as segregated and mutual funds.

Patti Cockerham, Financial Advisor
77 Pine Street, Gananoque Ontario K7G 2W3
tel: 613.483.6825 | fax: 613.382.3760
[email protected] | www.eofs.ca

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Fiona Stone, Financial Advisor

Fiona came to Canada in the summer of 2009. After many years working in the child welfare service she decided to pursue a new career and so entered the financial sector. Firstly as an assistant within an investment company and gaining her Mutual Funds Licence. She quickly realised that her passion for empowering others to help themselves was still extremely important to her. Embracing the Canadian love to be entrepreneurial she obtained her Accident and Sickness Insurance licence in 2013 and then a full Life Licence in Dec of 2015. Fiona has continued to specialise in Living benefits and is now able to offer you a full spectrum of personal insurance needs. As an Independent Broker Fiona is client focused and offers a flexible friendly service, offering to meet you in your home whenever required.

Fiona Stone, Broker
201-780 Midpark Drive Kingston, ON K7M 7G3
tel: 647.287.2432 | tf: 1.866.323.4186
[email protected] | www.eofs.ca

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Lee Vallier

Licensed since February 2012, Lee provides comprehensive financial planning, working with his clients to assess their current financial and estate position and develop a plan with their values and goals in mind. The plan is monitored over time to ensure it remains in line with their objectives.

Lee Vallier, Licensed Financial Adviser and Mortgage Agent
201-780 Midpark Drive Kingston, ON K7M 7G3
800.588.8042 – toll free (cell phone is best way to reach me)
Cell: 613.328.1312 | fax: 613.634.1667
[email protected] | www.eofs.ca

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C. Leigh Malone, Broker
201-780 Midpark Drive Kingston, ON K7M 7G3
Toll-free: 1.855.662.8602
Cell: 613.447.6875 | fax: 613.283.6783
[email protected] | www.eofs.ca

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