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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.
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.
Jessica is Navigator Financial’s Chief Operating Officer. 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.
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.
Brayden brings over 10 years of experience to Navigator Financial Corp. from his background in wealth management and banking. He is passionate in building wealth solutions that work for our high-net-worth clientele. Corporations, individuals and professional athletes can feel comfortable knowing that he has their best interests at heart and can bring his diverse experience to the table when putting complex plans in place. Brayden grew up in the sports world and believes that with the proper team in place, you can achieve your goals.
A passionate go-getter, Colin applies the lessons learned through sport into his role as an Advisor at Navigator Financial Corp. Colin believes in always putting the clients’ needs first when helping them navigate success. While working with clients on planning, wealth accumulation and insurance needs, he ensures they have a clear understanding of what their needs are and helps aligns them to their goals.
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.
With over a decade of wealth management experience, Erin brings unique ideas to the investment side of Navigator Financial Corp. Personable and collaborative, she loves working with clients to help them achieve their goals.
As Director of Insurance Operations, Tasha has a strong background in customer service and is passionate about working with our clients in all areas of insurance. She assists our clients throughout the underwriting process and is our go-to person for any insurance related activities.
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.
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.
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.