Meet The Brokers
HollyAnn comes to Eastern Ontario Financial Services with years of customer service experience. Her past experience includes time with a major life insurance company. HollyAnn is fully licensed so she can ensure the client experience and expectations are met each transaction. Please call us today!
HollyAnn Meeks, Executive Manager
201-780 Midpark Drive Kingston, ON K7M 7G3
tel: 613.703.9075 | fax: 613.634.1667
hollyann.meeks@eofs.ca
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: 613.900.1820 | fax: 613-273-5644
alex.cassell@eofs.ca | www.eofs.ca
Jeff Locke is the Vice President of Eastern Ontario Financial Services; he entered business in 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: 613.703.9075
jeff.locke@eofs.ca | www.eofs.ca
Tim Cassell obtained his financial advisor licence over 24 years ago. He has concentrated on becoming a high level Investment Advisor over the past 8 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
10951 Golf Club Road Iroquois, ON K0E 1K0
tel: 613.652.2895 | tf: 1.877.272.1041 | fax: 613.652.2867
tim.cassell@eofs.ca | www.eofs.ca
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
201-780 Midpark Drive, Kingston, ON K7M 7P6
cell: 613.572.1117
custombuiltmortgages@gmail.com
www.eofs.ca | www.cathyroddy.ca
Dominion Lending Centres Alliance
Independently Owned & Operated | FSCO #12063
Patricia Cockerham has been licensed since 2012. 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
587 Country Rd 2, Lansdowne ON K0E
tel: 613.483.6825 | fax: 613.382.3760
patricia.cockerham@eofs.ca | www.eofs.ca
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
201-780 Midpark Drive Kingston, ON K7M 7G3
tel: 647.287.2432 | tf: 1.866.323.4186
fiona@stoneinsurance.ca | www.eofs.ca
Tanya Hammond is a compassionate Insurance Broker who is devoted to helping rural and senior clients, meeting them at their homes for their convenience. Licensed since 2015, Tanya provides a range of services including life, travel, health, group, and disability insurance, as well as registered education products (RESP’s) and GIC’s. “Don’t leave your planning until it’s too late!”
Tanya Hammond
201-780 Midpark Drive Kingston, ON K7M 7G3
cell: 613.802.8218
mrs.tanya.hammond@gmail.com
www.eofs.ca