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Peter Freedman
Life Insurance Brokers Ltd.

30 Centurian Drive, Suite 109
Markham, ON L3R 8B8 Canada
Phone: (905) 889-1616
Fax: (905) 889-0515
Toll Free: 1-888-338-5557
Email: info@freedmaninsurance.com

Peter Freedman
Susan Ortins
Debra Aronson
Lynette Latinsky
Barry Greenberg
Stanley Yau
Nada Hernandez

Adrienne Sacks
Yoschika Ramballie
Lorie Murphy
Zavel Sacks
Bala Naidoo
Meena Shah

Peter Freedman – Founder and President
As the founder and president of the firm, Peter is responsible for the operations of the company, developing new business and expanding its client base both on an individual and corporate level. With more than 19 years experience, he continues to focus on consulting with his existing and prospective clients.

Peter began his insurance career in South Africa working for Liberty Life Association of Africa for five years. In this short period, Peter received many prestigious awards. In 1993 Peter immigrated to Canada and worked as an independent broker from 1993 to 2000. He built his client base through diligent effort, a strong work ethic and prompt efficient customer service. In 2000, with the support of his clients, Peter established Peter Freedman Life Insurance. During his quick growth, he has been able to attract some of the industries’ best professionals.

Peter is a member of numerous industry associations including: The Independent Life Insurance Brokers of Canada and the Canadian Association of Insurance and Financial Advisors. Additionally, Peter is a licensed Level Two life Insurance broker and devotes significant time to life insurance academics.

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Susan Ortins – Executive Administrative Assistant
As an Executive administrative assistant, Susan has the dual role of acting as Peter’s personal assistant and also managing the individual life’s new business processing and policy servicing functions for the firm. Her numerous responsibilities, include: processing new business; handling underwriting requirements; as well as providing policy and coverage summaries. Additionally Susan liaises with the firm’s clients to ensure maximum client satisfaction. Susan lends her invaluable assistance to selective brokers.

Susan has 21 years experience in all aspects of new business processing, underwriting, policy service, customer service for a regional brokerage office, and insurance company liaison functions. Susan initially gained her extensive administrative experience with 11 years at a large Toronto based national brokerage operation. She has acted as Peter’s executive assistant for the past 8 years. Susan’s exceptional life insurance administrative and organizational skills, lets her excel in the high pressure, deadline driven, transaction intensive customer focused environment of the brokerage office.

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Debra Aronson – Senior Insurance Advisor
Debra began her career in insurance and financial services in 1990. As a Senior Insurance Advisor to Peter Freedman Insurance Brokers, Debra specializes in providing life, disability, mortgage and critical illness insurance, as well as long-term care coverage to her clients.

With more than 17 years of experience, Debra brings added value to its many clients looking for a solid solution to their insurance and financial services needs.

Debra is a member of good standing of Advocis -- a national professional association that prepares, promotes and protects financial advisors in the public interest.

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Lynette Latinsky – Senior Insurance Advisor
As a professional, full-time, licensed, independent, life and living benefits consultant, Lynette provides personalized strategies for insurance protection. She works with clients to help them become informed consumers who are able to properly protect their family, life and their business.

With more than 10 years of experience, Lynette services encompass an inclusive approach to finance, focusing on long term, personalized strategies including mutual funds, Registered Retirement Savings Plan (RRSP), Registered Education Savings Plan (RESP) and other personal wealth and growth vehicles.

Lynette Holds both a Level Two Life Insurance License and a Mutual Fund License. She is a member in good standing of Advocis and a member of the Independent Financial Brokers of Canada.

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Barry Greenberg – Senior Insurance Advisor
As an Independent Life And Living Benefits Advisor to Peter Freedman Insurance Brokers, Barry specializes in providing life, disability and critical illness insurance, as well as long-term care coverage to his clients.

Barry brings more than 20 years of experience to many clients looking for a solid solution to their insurance and financial services needs.

Barry is associated with the Toronto Board Of Trade; Association for Corporate Growth; Family Firm Institute; Business Networking International and volunteers with the Leukemia and Lymphoma Society of Canada.

He has earned his Bachelor of Commerce from McGill University and a MBA from Concordia University in Montreal.

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Stanley Yau – President & CEO of Achievex Financial Services Inc., Asian Division
As an agent/broker, Stanley is responsible for building client relationships and assisting the firm recruit Asian representatives to grow the business. He also acts as a liaison between the financial services companies and his clients.

An industry veteran, Stanley has more than 10 years experience in financial services where he helps his clients achieve financial growth. Before joining Achievex Financial Services Inc., he worked for Cowper Financial with increasingly senior responsibilities.

Formerly Stanley was formerly President of The Scarborough York Region Chinese Business Association and President of The Chinese Real Estate Professionals Society of Ontario.

He has been a Platinum Winner (Top 30 producer all across the country) of Transamerica Life Canada (2002) and he ranked top 10 and top 20 producer of AIG Life of Canada (2001 to 2004).

Stanley is currently a member of Independent Financial Brokers of Canada and is a Fellow of the Real Estate Institute.

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Nada Hernandez – Senior Administrator
With eight years experience in the insurance industry, Nada deals directly with brokers and manages the firm’s life insurance, living benefits and segregated fund products.

Prior to joining Peter Freedman Life Insurance Brokers Limited she held senior positions with Cowper Financial Corporation (MGA) for almost seven years.

She has attained her Life Insurance level II license and is a long-time member of the Independent Financial Brokers association. She has earned her Bachelor of Science in Economics.

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Adrienne Sacks – Director, Group Benefits
As Director of the company's group benefits division, Adrienne is responsible for maintaining the company's relationships with its group employee benefits clients, obtaining new clients as well as ensuring the company's currency with new products targeted to the benefits market. In addition, Adrienne ensures product analyses complies with our company's high standards and extends these findings to our expanding client roster.

We understand our client's needs and work together to find solutions that best suits them and their employees. Given the importance of offering group benefits to their employees we keep our clients abreast of new products coming into the market; new ideas with respect to plan designs as well as legislative issues.

A number of independent brokers also consult and do joint work with her.

Adrienne enjoys an excellent reputation with her group carriers and supporting brokers as a result of her high integrity and knowledge of the group benefits industry.

An insurance industry veteran, Adrienne has 20 years group benefits administration, support and management experience in Canada. She initially worked for 12 years for Matthews Posner &Associates, a successful life insurance brokerage, who sold out to a publicly traded insurance brokerage in 1999. In 2000 Adrienne headed up their group department for a year before leaving to join Peter Freedman Life insurance Brokers in March 2001 to head up their group department.

Prior to coming to Canada Adrienne worked for Liberty Life Association of Africa Ltd in South Africa for 12 years rising through the ranks to a managerial level.

Adrienne is a member in good standing of the Independent Financial Brokers of Canada and is a Level Two Licensed Insurance Broker.

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Yoschika Ramballie– Administrative Assistant
As an Administrative Assistant – Group Benefits, Yoschika plays a key role in providing clients as well as brokers with superior customer service and support. Yoschika assists the Director, Group Benefits in obtaining quotations for clients and creating group benefits packages to suit clients’ individual needs. Most importantly Yoschika acts as a liaison with insurance carriers to ensure clients’ day to day claims and group administration processes operate smoothly. Having joined the company in 2002, Yoschika continues to grow within the industry. Prior to joining the company Yoschika worked for the Hudson’s Bay Company as the Department Head of their ladies designer fashions division. Yoschika graduated from the University of Toronto with her Bachelor of Arts Degree with a double major in Psychology and Sociology.

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Lorie Murphy – Group Service Representative
As the company’s group service representative, Lorie is responsible for assisting Adrienne Sacks with marketing of new group business and on-going daily claims and coverages with current clients. She also acts as a liaison between the insurance companies and clients.

An insurance industry veteran, Lorie has more than 30 years experience in group benefits administration, support and management. Before joining Peter Freedman Life Insurance Brokers Ltd., she worked for Ontario Blue Cross / Liberty Health and Empire Life with increasingly senior responsibilities including billings, claims and auditing.

Lorie has earned her LOMA designation -- Associate Customer Service (ACS).

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Zavel Sacks – Director, Marketing and Sales Support
As director of the company’s special markets and case coordination function, Zavel is responsible for special projects and quotations, marketing concepts, and administrative support. Prior to joining the company, Zavel was employed in the executive search industry in a variety of research roles. After settling in Canada, Zavel worked as a stockbroker and later sold life insurance for three years. He is level 2 licensed. In South Africa Zavel spent more than a decade working in life insurance brokerage development for NedEquity Life and Guarantee Life. Zavel has a Bachelor of Science in Chemical Engineering and an MBA.

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Bala Naidoo – Senior Manager – Operations
Bala Naidoo has more that two decades of financial services experience with a specialty in international trade finance. In January of 2007, Bala was asked to join the team at Peter Freeman Life Insurance Brokers to use his strong background in financial services combined with his interpersonal and diplomatic skills to bring added value to the firm’s clients.

Before joining Peter Freedman Life, he was Senior Manager Trade Finance and Compliance with Scotiabank where he managed the trade finance credit and compliance team. The success of the team was a major factor in the Bank being nominated "Canada's Best Trade Finance Bank" by Global Finance Magazine in 2005 and the strategic business alliance between Export Development Corporation and the bank.

Bala has earned many academic achievements and designations and is currently enrolled in a MBA (FS) program with Dalhousie University in Halifax, Nova Scotia.

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Meena Shah – Accountant/Administrator
As an Accountant/Administrator, Meena is responsible for coordinating the office as well as managing the firm’s accounting cycles. Prior to joining the company in 2007, Meena held a similar position at Simvest Solutions Inc. in Toronto. Meena brings more than 30 years administrative and accounting experience to Peter Freedman Life Insurance Brokers, having held similar positions at Brookfield LePage Johnson Control, Ohara Technologies, Royal LePage Real Estate Services and Shoppers Drug Mart. In addition to providing the company with administrative services, Meena excels in providing support for the company’s brokers.

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