Judith Mewhort BBA, CFP, CLU
A founding partner, Judith’s background is in financial planning focusing on the tax and estate aspects. She provides clear, comprehensive, client-centred advice in the areas of employee retirement plans, executive benefits, and business continuation planning. She is a member of the Financial Planners Standards Council and the CLU Institute as well as an active member of several community groups.
Kandy Cantwell CEBS, ISCEBS Fellow
Kandy, a Montridge partner, has been with the company since 2002. Specializing in employee benefits, she serves clients of all sizes and industries with commitment and a values-based approach. Prior to joining Montridge, she worked in management positions with some of Canada’s largest insurers and consulting firms. Kandy has chaired numerous committees for the International Society of Certified Employee Benefit Specialists (ISCEBS), and is Past President of the BC Chapter. She is also a member of IFEBP, CHPR, CPBI, and sits on numerous industry-related boards and committees.
Preet Pall GBA, CMS
Preet specializes in employee benefits, individual insurance, and executive benefit solutions. She joined Montridge in 2013, after twenty years with large insurers and her own brokerage firm. She has an extensive background in charitable work, and prides herself on providing sound advice, innovative plans, and fostering lifelong client relationships.
Jaime Laprise B.A.Econ.
Jaime is the newest associate member of Team Montridge. Before joining us, he worked with one of Canada’s largest insurers specializing in individual and group disability insurance planning. With a history of providing client-centric results through the implementation of thoroughly researched solutions, Jaime is committed to be his clients’ strongest advocate.
Craig Miller B.Comm.
Client Service Representative
Craig fills a number of analytical and service roles, working behind the scenes with his team members to serve Montridge clients. He has worked in the finance and insurance industry since 2000, and is experienced in working with brokers, service providers, and clients in the areas of mutual and segregated funds, financial planning, employee benefits, life insurance, and living benefits. He understands the importance of exceptional client service and strives to maintain the highest service standards while working with all clients of the firm.
Client Service Representative
Corinne has a strong background in group insurance and customer service, with over 15 years in the industry. Prior to joining Montridge, she worked with three major insurers in the areas of claims, customer service, and sales associate support. Our customers benefit from her commitment to their needs and her wealth of knowledge in claims management and administration.
Shelley Lai BA Communication
Shelley joined Team Montridge in late 2017. Holding a BA (Communication) from Simon Fraser University and hailing from a background in Education and IT, Shelley brings her communication training and administrative experience together in a marketing & events planning role at Montridge. She also holds superheroine strengths in innovation and process improvement. Her most prized possession? A ‘rescued’ red 80’s Free Spirit 10-speed!