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Neil Rathee
Financial Advisor*
Mutual Fund Investment Specialist**
Neil Rathee is the distinguished Financial Advisor and Owner at Neil Rathee Insurance Agency Inc., boasting an impressive 20-year tenure in the insurance industry. Currently pursuing his Certified Financial Planner (CFP) designation, Neil brings a comprehensive understanding of both insurance and financial planning to his role.
Neil's journey in the insurance sector began on the claims side, giving him a unique perspective and an in-depth understanding of insurance processes and client needs. Over the years, he transitioned into a role as a Financial Advisor, combining his practical experience with a strong commitment to assisting individuals and businesses in achieving their financial goals.
Throughout his career, Neil has developed a reputation for his dedication to client success and his adeptness in tailoring financial solutions to match each client's specific circumstances and aspirations. As he works towards obtaining his CFP designation, Neil's passion for continued education and growth in the financial field remains a driving force behind his professional endeavors.
As the owner of Neil Rathee Insurance Agency Inc., Neil Rathee is positioned to continue making a meaningful impact in the insurance and financial sectors, guiding clients towards financial security and a prosperous future.
Location
Ajax
Email
Brittney Dimech
Associate Insurance Agent
Brittney is an Associate Insurance Agent with over five years of dedicated experience in the insurance industry. Her expertise in auto and home insurance aligns with her commitment to providing exceptional service, ensuring individuals and families have the protection they need. Outside of her professional role, Brittney has a deep passion for French Bulldogs. When she's not assisting clients, you'll find her caring for and cherishing her dogs. She considers it an honour to be a part of the Ajax community and looks forward to continuing her journey in assisting individuals and families make well-informed insurance decisions for the years to come.
Location
Ajax
Email
Jessica Markell
Associate Insurance Agent
Jessica is an Associate Financial Advisor based in Ajax and has had a passion for helping individuals and families safeguard their future since 2008.
Throughout her career, she's had the privilege of assisting numerous clients in navigating the intricacies of insurance, ensuring they have the right coverage to protect what matters most. From life insurance to property and casualty coverage, Jessica's goal is to provide tailored solutions that offer peace of mind and financial security.
Outside of the professional realm, her heart belongs to her wonderful family, which are the driving force behind her dedication to ensuring a secure and bright future for all her clients.
Jessica considers it an honour to be a part of the Ajax community, and she look forward to continuing her journey in assisting individuals and families make making well-informed insurance decisions for the years to come.
Location
Ajax
Email
Sean Rosenberg
Associate Financial Advisor*
Mutual Fund Investment Specialist**
Sean is a dedicated Associate Financial Advisor on the path to achieving his Certified Financial Planner (CFP) certification. His journey began with a solid foundation in Business Administration from Georgian College, where he honed his skills and passion for finance.
With a keen eye for detail and a genuine desire to help others, Sean is committed to assisting clients in navigating their financial landscapes and working towards their financial goals. Through ongoing education and professional development, he is continuously enhancing his expertise to provide sound financial guidance and strategic planning.
Sean understands that every individual's financial situation is unique, and he is eager to tailor his approach to align with your specific needs and aspirations. Building trust and fostering strong client relationships are at the core of his philosophy, ensuring that your financial well-being is always his top priority.
Sean is excited to collaborate with you on your financial journey, offering valuable insights and personalized strategies to help you achieve financial success and secure your future.
Location
Ajax
Email*Offering insurance products underwritten by Co-operators General Insurance Company and Co-operators Life Insurance Company.
**Offering mutual funds through Co-operators Financial Investment Services.