BBA, CFP, CLU
A founding partner of Montridge, Judith has experience in employee benefits, investment management, and financial planning focusing on the tax and estate aspects. Her diverse background allows Judith to provide clear, comprehensive, client-centered advice in the areas of employee retirement plans, executive benefits, and business continuation planning.
Prior to joining Montridge in 2002, Kandy gained management experience with some of the largest insurers and consulting firms in Canada. Kandy's strong background in employee benefits brings a commitment and values-based approach to clients of all sizes and industries. She is the 2016 President for the BC Chapter of ISCEBS, Chair - 2016 ISCEBS National Membership & Local Chapter Committee, a member of the IFEBP and BCHRMA, and sits on numerous industry-related boards and committees.
Preet joins Montridge in 2013 with twenty years of experience with various large insurers, her own brokerage firm, and an extensive charitable background. Preet specializes in employee benefits, individual insurance and executive benefit solutions. She prides herself on providing sound advice, innovative plans, and lifelong client relationships.
Natasha holds a BA (Political Science) from the University of British Columbia as well as an Associate Certificate in Event Marketing from BCIT. She obtained her Life Insurance licence in 2012 and her Group Benefit Associate certification in 2015. With more than 10 years of customer service experience, she is a point person for our clients to ensure that all aspects of their benefit plans run smoothly. She also provides direct advice to a number of group and individual insurance clients.
Client Service Representative
Corinne brings a strong background of group insurance and customer service to Montridge with her +15 years experience in the industry. She understands what is important to her customers and how to best service their needs utilizing her wealth of knowledge in areas such as claims management and administration.
Client Service Representative
Craig has worked directly in the finance and insurance industry since 2000. A diverse background has allowed him to work with brokers, service providers, and clients in the areas of mutual and segregated funds, financial planning, employee benefits, life insurance, and living benefits. With Montridge he fills a number of analytical and service roles behind the scenes for his team members. He understands the importance of providing exceptional client service and strives to maintain the highest service standards while working with all clients of the firm.
Montridge Financial Group Ltd. provides its clients access to an array of commercial, marine, corporate and personal insurance through its supply partner Mardon Insurance Brokers Ltd. All initial inquiries should be directed to Kandy Cantwell. For more information about Mardon, please visit www.mardoninsurance.ca.