WHAT MAKES A TEAM THE "RIGHT TEAM"?
All teams exist to get something done. But that doesn’t make them the right team. The Right Team is the one that holds itself to uncommon standards, that knows how to win, that knows how to excel and that perseveres.
HOW DO YOU CREATE A CHAMPIONSHIP TEAM? EASY. GET CHAMPIONSHIP PLAYERS. HERE ARE OURS...
As the founder of Navigator Financial, Jim leads a team of top financial professionals who create winning investment strategies for Navigator's four elite client groups: business owners, professional athletes, specialist professionals and individual investors.
Jim focuses on analyzing, researching, and delivering personalized plans to meet the diverse financial needs of our clients. An experienced and industry-recognized financial advisor, Jim's areas of expertise include estate planning and tax strategies.
519 850 5000 x 21
Cam is partner at Navigator Financial. He believes that relationships are at the heart of every decision and will always put the client first. Whether he is solving the technical issues of wealth accumulation, asset protection or long-term estate and tax planning, he'll work with you to develop a plan where you'll feel taken care of.
519 850 5000 x 26
Jessica is Navigator Financial’s Operations Manager. In this role, her mission is to develop and enable the firm’s strategy by delivering exceptional services and experience for both employees and customers. Jessica believes that clarity of thought and focus are key ingredients for success and thrives in small teams working on creative and innovative projects that challenge accepted practices.
519 850 5000 x 25
When Gord works with our clients, there’s something that’s very obvious: he likes to participate. He isn’t the person who’s a spectator in life; he’s in the game. When he is working on client planning and solving wealth accumulation, asset allocation and insurance issues, he wants to understand what really matters to you and help find a way to get you there. Passionate and energetic, Gord is an advisor you want on your team.
519 850 5000 x 27
Roxanne joined Navigator in 2015 as Director of Investment Operations. With over 22 years’ experience in the investment and insurance industry, she works closely with the partners and clients to manage the administration of investment plans. Roxanne understands the ins and outs of investment products and taxes, and loves working with clients to service their investment needs.
519 850 5000 x 24
A recipient of the Ronald J. Beriault Award, Greg is known for yielding the province's highest client retention with the Chambers of Commerce Insurance Plan. With over 15-years’ experience in the Insurance industry, Greg has a true understanding of how firms price and position their products and is successful in leveraging this knowledge to benefit of the client.
519 850 5000 x 23
Steve works with Navigator Financial and their clients to ensure tax and related matters are properly incorporated into the analysis of client goals, planning issues and opportunities, and proposed planning and financial product solutions. With three decades of experience in the Insurance industry, Steve helps our clients perform at their highest level.
519 871 4028
Tasha joined the Navigator team in 2017 as our Insurance Associate. She has a strong background in customer service and is passionate about working with our clients in all areas of insurance. Tasha assists our clients throughout the underwriting process, and is our go-to person for any insurance related activities.
519 850 5000 x 28
Navigator is in the unique position of having Scott Sadler as an exclusive business partner. In his capacity as Actuary, Scott works with insurance companies to redesign existing products and policies to meet the specific needs of our clients. In doing so, he delivers maximum value to our clients as they pay only for those facets of the policy they need, not for those they will never use.
519 619 9573
519 850 5000 ext. 29
Katherine is Navigator Financial’s Administrative Associate, bringing more than 8 years of industry experience.
Katherine rejoins Navigator Financial after gaining a wealth of experience from Canada Life and WCS financial. Sociable and collaborative, Katherine loves the fact that Navigator Financial will always strive to accommodate our clients' requests to ensure the best result.
519 850 5000 ext. 22
As Associate Advisor, Chris specialized in helping plan for the financial care of people with disabilities, and their families. His own experience with cerebral palsy and substantial hearing impairment have honed his knowledge and understanding for others who have had to find flexible ways to successfully navigate life. Focused and resilient, clients can count on Chris’ guidance and advice for their wealth and estate planning.