Meet Our Team

Barry Mount, President & Co-Founder

As the President and Co-Founder of HMA, Barry is very definitely the visionary and Chief-Idea-Guy of the organization. Leveraging his 30+ years of experience in the insurance industry, Barry has built key relationships that serve to position HMA as a valuable partner to premium plan carriers and strategic partners. Barry has also led the design and development of proprietary benefits products to address unique market needs.

Certifications, Education & Related Organizations

• Chartered Life Underwriter (CLU)
• Registered Insurance Broker of Ontario (RIBO)

Hobbies & Interests

• Family, entertaining, camping and spending time at the cottage.
• Volunteering and community with the foundation being in Rotary.
• Passion for travelling to places with history, manmade or natural.

Most Important HMA Core Value

Having to choose one, it would to be integrity. Integrity requires a person to make the right choices using morals and principles. The outcome of a decision made with integrity should provide consideration of caring, loyalty and respect.

Greatest Accomplishment

For what part I am allowed to take credit, it would be the raising of my children. Both have turned out to be people that I am very proud of.

Professionally it is what HMA has become, a leader in employee benefits consulting and product innovation.
Personally, it would be the balance in my life, although sometimes it’s juggling many balls. Sharing time with my family, my spouse, children and grandchildren, while fitting in many great times with friends.

Community wise it would be my volunteer work with Rotary being the foundation as a charter member of the Rotary Club of Whitby-Sunrise since 1988. Receiving recognition by being awarded the “Paul Harris Fellow” from my Rotary family and the “Peter Perry Award” in 2003 for Whitby’s Outstanding Citizen from the Whitby Chamber of Commerce.

Want to get in touch with me? Please contact me via email: bmount@hmabenefits.ca

Cathleen Wright, Manager, Client Experience

Cathleen has been delivering excellence in client service for over 30 years; 25 of those years within the group insurance industry. She has worked in and managed teams dedicated to client service and administration including financial underwriting, medical underwriting, accounting, certificate and new business administration, health and dental claims adjudication, marketing, sales and support.

As the Client Experience Manager at HMA, Cathleen specializes in listening to, understanding, and offering solutions for all manner of client concerns, so that clients can make the best choices to solve their issues. She supervises a team of three coordinators and administrators who are the ‘wind beneath the wings’ of the rest of the group insurance staff.

Certifications, Education & Related Organizations

Numerous certificates in professional development, including insurance industry HIAA and LOMA, as well as Alternate Dispute Resolution, Business Quality Process Improvement and Project Management.

Hobbies & Interests

• Family and friends, and spending time at the cottage.
• Passion for reading, particularly criminal legal ‘who dun its’ and novels with historical basis.

Most Important HMA Core Value

If I had to choose one, it would to be Integrity. Integrity encompasses the remaining three – caring, loyalty and respect – and then some.

Greatest Accomplishment

Professionally I am enjoying my career in the group insurance industry and have always made a conscious effort to push myself out of my comfort zone to successfully attain many goals. I love helping others!

Early on in my career, I had to facilitate a presentation for a visiting Japanese delegation who spoke no English – carefully choosing every word to build the presentation and pausing every couple of sentences to wait for the interpreter to translate what I had just said – whenever I am challenged, I think back to this very successful but nerve-wracking hour. These are the moments that build character!

Personally, it would be learning to find balance in my life; sharing time with family – parents, spouse, children and grandchildren, while fitting in time with friends and the essentially important ‘me’ time.

Kerry Mount, Corporate Secretary

In 2009 after 12+ years of property and casualty insurance experience at a management level, Kerry transitioned to more of a financial focus in her role and now manages much of the accounting functions for HMA. In addition, Kerry is responsible for all of HMA’s licensing requirements, compliance filings and other corporate functions.

Certifications, education & related organizations

• Bachelor of Arts Degree
• Registered Insurance Broker of Ontario – Unrestricted License (RIBO)
• Canadian Accredited Insurance Broker (CAIB)

Hobbies & interests

• Entertaining and spending time with friends and family
• Cooking
• Photography
• Travelling and outdoor adventures

Most important HMA Core Value

If I had to choose one, it would be respect. I’m a big believer that our differences are what keep things interesting in life; demonstrating respect when people have a different opinion, thought or way of doing things is really important to me.

Greatest Accomplishment

I am really proud of the personal relationships that I have with friends and family – it takes me a while to develop strong bonds but I’m proud of the fact that the close relationships I have are ones I will have for a lifetime.

Professionally, I’m proud of the fact that much of what I have learned while being employed with HMA is self-taught. I have had many roles within the organization since I started here in 2001 and I feel like I have the willingness to take on things that are outside of my comfort zone and find ways to get them done. I’ve learned that asking questions and making mistakes are the greatest opportunities to learn the most. I’d like to think that the people I work with know that I’m approachable and open to discussing concerns and questions because I’ve been in their shoes at one time or another.

Peter Bocking, Partner

As a Consultant to a number of HMA’s clients, both large and small, Peter enjoys the diversity in his role. No two employers’ needs are alike. His client-centred interview style allows him to get a complete “health check” on a company’s current benefit plan to see how it measures up against the corporate philosophies of their firm. He enjoys working with the HMA team using unique and sometimes proprietary solutions HMA has developed over the years to solve problems. The right combination of industry knowledge, information gathering to solidify an understanding of needs and a strong administrative team ensures a client is paying the ‘right’ rates for the ‘right’ benefit plan now and in the future.

Certifications, Education & Related Organizations

• Group Benefits Associate Designation (GBA)
• Current Studies: Compensation Management Specialist (CMS)

Hobbies & Interests

• Family, boating, entertaining, music, theatre, travelling, golf.
• Learning what new and exciting discoveries my daughter makes each day.
• Community service & volunteering: Proud Rotarian, Whitby Ribfest Board, Founder of Dear Santa, Durham Chambers of Commerce – various committees

Most Important HMA Core Value

Integrity. True character can often be defined by that which a person does when nobody is looking. It takes a combination of all HMA’s Core Values to achieve true integrity. I am a strong believer in HMA because if you dig to its roots, you’ll find integrity has been there from day one.

Greatest Accomplishment

Many of which I am proud. Particularly relating to the victories (big and small) achieved by my daughter and my wife. As for myself? I’m proud of my family; the people with whom I work in a career that I love, my involvement in the community, and overall, my unique and at times bumpy path. When we are young and impressionable bullies can be cruel, cause a lot of self-doubts and often send people down the wrong long-term path. I am most proud of recognizing the life-long lesson that life and success truly are what you choose to make it. My greatest accomplishment is setting my sights on the life, family and career I promised myself years ago and achieving it. The greatest part? In many ways, it has only just begun!

Want to get in touch with me? Please contact me via email: pbocking@hmabenefits.ca

Sherri Rodgers – Director of Operations

As Director of Operations, I am responsible for the overall, efficient and effective management of the company operations, including process, finance, and the heart of it all… the team.

List any relevant certifications, education & related organizations

• Trent U - B.Sc. Psychology – part-time studies
• Institute of Canadian Advertising, Certified Print Production Practitioner (1998) & Certified Advanced Print Production Manager (1999)
• Digital Boot Camp, 2017
• Creative Problem Solving Methodologies, 2016
• Presentation Skills Training, Barry Inc.

What are your hobbies and/or interests?

Yoga, dance, the cottage, my dog “Storm”, and my family.

What do you think is the most important HMA Core Value?

Integrity. It encompasses honesty that builds trust, consideration that builds respect, and doing what’s right and not what’s easy.

What accomplishment (personal or professional) are you most proud of?

Personally, I am most proud of our entire family and how strong we are – always there for each other with incredibly strong bonds and tons of love!

Professionally, I am most proud of the opportunities I’ve had to make a positive impact, in one way or another, with team members, colleagues, and associates. People are my passion and I am so fortunate to have developed the relationships I have with so many amazing people!

Andre Mason – Group Employee Benefits/Life/Group RSP & Pension Specialist

Having recently joined the HMA family, I assist my clients with the implementation of their employee benefits, life, RSP and pension plans. Consistently utilizing a client focus approach to tailor their specific benefits needs, while having fun doing so. With 10 years of Benefits / Pension experience, I have the privilege and opportunity to work with external clients; while providing quality service and exceeding their expectations.

Certifications, Education & Related Organizations

• Advanced Diploma, HR Management - George Brown College

What are your hobbies and/or interests?

• Community service and volunteering: East Scarborough Boys and Girls Club
• Exercise, entertaining, theatre and travelling

Most Important HMA Core Value?

All of HMA’s core values are all important and we should demonstrate these to one another on a regular basis. Without having Respect in my opinion, it then becomes a challenge to demonstrate any aspects of Care, Integrity and Loyalty.

Greatest Accomplishment

Professionally, I enjoy furthering my education in Benefits Administration. Maintaining current knowledge and understanding in the forever changing marketplace; while challenging myself academically. The door to education and learning are never closed.

Personally, for me, life will present challenges along the way which we hope to achieve and overcome. An approach I apply in my daily life is to take it one day at a time. Learning to wait and trust the timing of your season in life isn't always easy but the reward is worth it. 

Debbie McNamara – Employee Benefits Consultant

Excited to draw on her many years’ experience in sales and marketing roles Debbie is energetic about the opportunity to connect with business owners in the community, and surrounding areas, and provide the HMA trademark level of service and advice when it comes to employee benefits. She brings with her a fresh perspective, having been responsible for employee engagement and budgeting in previous roles, as well as a demonstrated ability to set and achieve goals through hard-work and great ideas.

List any relevant certifications, education & related organizations

• Business Administration
• LLQP: Life License Qualification Program

What are your hobbies and/or interests?

• Volunteering at various local organizations
• Team and individual sports including softball, soccer, volleyball and Crossfit
• Ongoing learning, personally and professionally

What do you think is the most important HMA Core Value?

Integrity. Having integrity means doing the right thing in a reliable way.  At HMA we take pride in our ability to do what is right for the client in every decision we make with the customer as the top priority.

What accomplishment (personal or professional) are you most proud of?

What I am most proud of is my family and friends.  They have become such an intricate part of my personal and professional community since moving to the Durham Region in 2010.  Through various activities, charity and social events I have built a strong network where we can lean on each other for support or access to resources.

Want to get in touch with me? Please contact me via email: dmcnamara@hmabenefits.ca

Jamie Millage, Employee Benefits Consultant

Jamie came to HMA with experience as a Sales Manager with SportChek, and a long history in health promotion and coaching, working with organizations such as the YMCA-YWCA, Children’s Hospital of Eastern Ontario, Variety Village and Sportball.  The HMA mission statement is a natural fit for him - “Helping people lead better lives by helping them make better choices.”

Jamie is very excited to provide the exceptional level of service that HMA’s customers have come to rely on and to continue connecting with business owners across Ontario.

Certifications, Education & Related Organizations

• B.A., Health Science – Simon Fraser University

• LLQP

Hobbies & Interests

I spent a lot of personal time from 2009 – 2016 running Gymineer, a website I created to try and explore every sport in the world. I made 52 webisodes documenting my experience trying out everything from trap shooting and white water kayaking to zorbing and jai alai.

I’ve also engrained ultimate Frisbee into a my life, and have competed in the Pan Am Ultimate Championships in Mexico, and in 2016 won gold at the Canadian Ultimate Championships in Edmonton. Since 2015 my wife and I have coached the Durham Junior Boys Ultimate Frisbee team, and in 2017 had our first former athlete make the Team Canada U24 team. 

On the more relaxing side of life, I enjoy an amateur level of cooking, creative writing and playing guitar.

Most Important HMA Core Value

All four of the core values – caring, respect, integrity and loyalty – work well together to form the fabric of a great community here at HMA. If picking just one to lift above the rest, I’d opt for caring. I find things are usually in a good place when people are interested in looking out for one another.  

Greatest Accomplishment

Professionally I have been very fortunate to work with some fantastic organizations, and I’ve always taken immense pride in helping people connect with resources and ideas that they didn’t know were available to them. I love broadening my horizons – searching for solutions and doing the research required to get clients the best answers.

Personally – the last few years have seen me get married, earn the trust of a very finicky rescue dog, and take on the world of home ownership and renovations.

Want to get in touch with me? Please contact me via email: jmillage@hmabenefits.ca

John Atkinson, Senior Benefits Consultant

As a Senior Benefits Consultant, I work on the sales team with a goal of generating new business, be it from existing relationships or pounding the pavement to source new clients. But most importantly, I am here to serve our existing clients and ensure that they are well taken care of.

Certifications, Education & Related Organizations

• 20 years of industry experience
• Currently working towards GBA designation

Hobbies & Interests

I enjoy building and construction, more out of necessity than desire. On any given day I would rather be surfing, but I love what I do, and find it provides me with the ability to follow my passions. I serve at my local church with greeting, security and helping seniors with moving furniture. I have also taught the Financial Peace University several times, helping folks in debt, free themselves for the constraints of being stretched too thin.

Most Important HMA Core Value

Easy – Integrity! HMA is a client-focused company, whose service model is second to none. It is easy to work with an organization that puts the client first. Even with a small amount of benefits knowledge, a client will quickly understand that HMA has their back.

Greatest Accomplishment

I am proud to be a 3^rd generation insurance agent. I am grateful to have served in the Canadian Armed Forces Reserves, and that my son is now also serving in the CAF Reserves Infantry. I am proud of being married 20 years to my best friend and business associate Kathleen, and that our 2 children are a testament that teenagers can be fun to live with.

Want to get in touch with me? Please contact me via email: jatkinson@hmabenefits.ca

Kristen Assinck, Marketing Associate

In her role as Marketing Associate, Kristen works closely alongside all staff and department leads to identify strategic marketing opportunities. On a day-to-day basis, she leads brand development initiatives, creates content for both web and print materials, and manages HMA’s corporate social media accounts and digital marketing efforts.

Certifications, Education & Related Organizations

• Advanced Diploma, Public Relations
• Certificate, Google Analytics Fundamentals (2015)
• Certificate, Online Marketing Fundamentals (2016)
• Certificate, Content Marketing Strategist (2017)

Hobbies & Interests

• DIY and home decor projects
• Cooking, entertaining, hosting get-togethers with family and friends
• Travelling...I love to enjoy the great outdoors and explore the world 

Most Important HMA Core Value

Integrity. Overall, I believe that acting with integrity drives all of the other core values. When you do everything with integrity, it shows that you are not only caring, loyal and respectful of others, but have a true moral compass and always aim to do what’s right and not just what it is easy.

Greatest Accomplishment

Professionally, I’d have to say that I’m most proud of my determination and dedication to continual learning. Marketing /communications is a challenging industry that’s always evolving and you need to be in the forefront of trends, technology and embrace an agile mentality in order to thrive.

Personally, I’m most proud of all the incredible relationships that I’ve built over the course of my life. From friends and family to coworkers and acquaintances, I’ve been fortunate enough to be surrounded by a network of compassionate, caring and talented individuals who inspire and empower me every day.

Lynda Brown, Sr. Client Service Associate

As a part of the HMA family for 24 years, currently as a Sr. Client Service Associate, Lynda has the opportunity and pleasure of working a variety of roles with co-workers including welcoming visitors, accounting, life department and being a team member with the Health Care Providers Group Insurance Plan.

Hobbies & Interests

• Spending quality time with family & friends
• Travelling & searching out new destinations
• Theatre

Most Important HMA Core Value

It is very difficult to pick just one as integrity, respect, loyalty and caring are all the qualities that truly represents what HMA The BENEFITS People are all about.

Greatest Accomplishment

Without a doubt, I am proud of a 48-year marriage and the accomplished adults our two daughters have become with their parenting skills resulting in three amazing grandchildren.

It is also very gratifying as a long-time employee of HMA to have witnessed and been a part of the successful growth of the firm.

Lynn Surette, Financial Underwriting Manager

Lynn, Financial Underwriting Manager, has over 28 years’ experience within Group Benefits, with over 26 years as a Financial Underwriter. Lynn’s main underwriting experience is with both small and medium-size markets, up to 500 lives, utilizing all funding methods including ASO, Retention along with Fully Insured. Having a love for numbers, as a self-declared ‘number nerd’ and ‘computer junkie’, Lynn is financially responsible for the entire Group business portfolio at Hardiman Mount, which includes HMA’s proprietary product, 3G Benefits. Lynn has enjoyed much success in building strong relationships with various contacts at all the carrier head offices in which she works with.

Hobbies & Interests

• Family and spending time at the cottage
• Volunteering with the 1913 Royal Canadian Army Cadet Corps in Oshawa in the Support Committee and past Committee Treasurer

Most Important HMA Core Value

For me, the HMA Core Value that is most important is Integrity. Being a person of truthfulness, honour, principles and values sets the perfect foundation for the other Core Values of Loyalty, Caring and Respect.

Greatest Accomplishment

On a personal level, I believe my greatest accomplishment is being the best Mother, Daughter, Sister, Granddaughter, Wife, Friend and Volunteer that I can possibly be.

On a professional level, I believe my greatest accomplishment is that every day I get to go to work doing what I truly love, for a company that I believe in and respect, with co-workers who have really become family.

Melissa Carroll, Sr. Life and Living Benefits Service Manager

In her role at HMA, Melissa is solely responsible for the Individual Life Insurance Department. Always providing quality service and support to existing clients along with our Inside Sales department. With over 20 years of experience, with many roles within the insurance and financial services industry, Melissa brings a wealth of knowledge to her role HMA. Starting her career with HMA in 2008, her role has evolved in all aspects of Life Insurance, including sales and death claims.

Relevant Certifications, Education & Related Organizations

• LLQP – Life License Qualification Program

Hobbies and Interests

• Family
• Wellness & Fitness
• Board & Card Games

Most Important HMA Core Value

Caring. Having compassion and concern for others has always been a high standard for myself and I see that within the family here at HMA.

Greatest Accomplishment

My family will always be my greatest personal accomplishment. Professionally, I am proud of obtaining my Life Insurance License in 2008 with the support and encouragement from HMA.

Michelle De Sousa – Client Solutions Manager

In my role as Client Solutions Manager, my responsibilities include project management within various departments as well as assisting with various marketing and product implementations initiatives within the firm.

What are your hobbies and/or interests?

• Cooking and entertaining.
• Vacationing to different Caribbean islands.
• Collecting shoes! ☺

What do you think is the most important HMA Core Value?

I think all of them are equally important. I think the key to a strong professional or personal relationship is to always show respect, caring integrity and loyalty in every situation.

What accomplishment (personal or professional) are you most proud of?

Personally, I am most proud of my relationships with my family and friends. This is the most important aspect of my life and I spend lots of time nurturing these relationships. Life is full of bumps in the road but if you have a great support system of friends and family it makes for a much smoother and of course fun ride!

Professionally I am most proud of all of the knowledge and skills I have built over the years in my various roles within in the insurance industry.

Natasha Julal, Employee Benefits Specialist

In her role at HMA, Natasha is primarily responsible for all coordination between clients and carriers ensuring all tasks and activities related to clients’ group benefits are completed accurately and in a timely manner. With over 14 years’ experience working in the benefits field, Natasha had the opportunity to work for a carrier, now an HMA brokerage, which provided her with a wealth of knowledge and experience in the industry.

Hobbies & Interests

• Family, movies, going to auctions and flea markets
• Pets, pets and more pets
• Reading and doing small home renovations and crafts

Most Important HMA Core Value

Respect. To recognize and appreciate the contributions, qualities and differences of others.

Greatest Accomplishment

I take the greatest pride in my role as mother to my three amazing children and wife to my devoted husband. The family we have created is the greatest accomplishment and brings me the most joy.

Professionally, I am most proud of my many years at HMA. I can honestly say it is the best company and group of people I have ever worked for. I am proud of what we at HMA have accomplished through the years.

Shannon Lebert, Client Service Associate

Shannon is a highly motivated and detail-oriented team member of HMA. Enjoying speaking with the employees & HR staff at the endorsing hospitals, Shannon always ensuring their needs are being met and correct information is provided for them to make the right decisions for their family and employees.

Hobbies & Interests

Enjoy being outdoors in the backcountry camping, at the cottage, snowshoeing or travelling to exotic locations in the world, creating memories for my family and me.

Passionate about the arts; dancing, live music and theatre and visiting art galleries.

Most Important HMA Core Value

All are very important and work together to create a wonderful working environment. If I were to choose one it would be caring. I truly care and empathize with what people go through and try to put myself in other people’s shoes without judgement.

Greatest Accomplishment

Working hard at creating a balance between family, friends and work. I take the time to live life with my family and friends, which helps inspire me professionally. I am blessed to have a fantastic home and work family.

Teresa Stather, Financial Service Associate

Teresa joined HMA as a part-time receptionist in 2007. Within 6 months, she joined the HMA family full-time. Her current role as a Financial Service Associate with HCP and Corsana has her responsible for invoicing, monthly premium deductions and management of financial reports and reconciliations. 

Hobbies & Interests

• Living a fairly quiet life after work, enjoying time with my spouse
• Enjoy hanging out with our family and friends getting together to play darts, horseshoes and watching NASCAR Races

Most Important HMA Core Value

I apply the 4 HMA core values every day whether it be with co-workers, a client or throughout my personal life. Being a very caring person through every role in my life, I take the time to listen to our clients’ needs and concerns. All of our clients are new part-time or casual hires, or retiring full-time employees. Some have never had Group Extended Healthcare Benefits before and some are losing their full-time coverage. I take the time to explain the HCP and Corsana product in full so there are no uncertainties left. I remove the stress for them as well as walk them through the application process.

I am dedicated to working hard for HMA and for our HCP and Corsana current and future customers. I ensure everyone receives the best customer service possible. I enjoy being busy, especially when that means I am also helping people make sure they get their coverage as soon as possible. Arriving early at the office every weekday to ensure my customer needs are met, I ensure customers are making the best decision for themselves and family members.

Greatest Accomplishment

I am extremely proud of my 2 children. Both are amazing people with big hearts and caring personalities. Both are dedicated to working hard for their employers, just like mom! Raising them has been my greatest accomplishment. I know they will pass along our family values to their families.

Theresa King, Client Service Associate

As a Client Service Associate, Theresa works closely with our HCP product supporting current and prospective clients, and functions as the first point of contact for many individuals. There is always variety in her role, and the opportunity to learn new things. 

Relevant certifications, education & related organizations

30 + years of Administrative experience working within diverse organizations, receiving Certificates of Accomplishment for successful completion.

Hobbies & Interests

• Spending time with my family and friends, especially my Grandchildren which can be very challenging, but very rewarding!
• Listening and singing along to music and dancing like no one is watching!
• I enjoy shopping, especially browsing at garage sales and second hand stores.
• My greatest desire would be to travel and upon retirement live somewhere warm.

Most Important HMA Core Value

All of them, but if I had to pick one it would be Respect. Meaning, recognizing and appreciating the contributions and qualities and the differences of others. My belief is if you give respect, you gain respect.

Greatest Accomplishment

Personally, my biggest accomplishment is my children; they are my number one! I am very proud of them and the choices they have made. I wish them good health, happiness and continued success.

Professionally, I am proud that I can bring forward my many years of experience to help HMA co-workers and clients. I like to motivate myself with the challenge to achieve my goals.

Tierney DiMarco, Marketing Manager

In her role as Marketing Manager, Tierney makes it her mission to keep up with the comings and goings of Human Resource professionals at over 150 hospital sites across Ontario and to introduce herself and the HCP program to as many new hospital representatives as she can! When she’s not talking with those people or out at a hospital presentation, you can find Tierney providing individuals with the caring and loyal kind of customer service that clients of HMA have come to expect. She fills the rest of her days working on ideas for new business or copy and design for brochures, websites and a variety of other print and digital marketing and promotional material.

Certifications, Education & Related Organizations

• B.A, Communications

Hobbies & Interests

• Travel
• Film
• Curling

Most Important HMA Core Value

Respect. Espoused both internally and externally, it doesn’t always allow us to do what we want, what others would like us to do or what is easiest, but it does mean that when we do what needs to be done, we do so with consideration and understanding for our colleagues and clients.

Greatest Accomplishment

Personally, my two remarkable little girls. At 8 months and 2.5 years old, it’s hard not to be anything but proud, and in awe, of them! And, the times I made the choice to leave family, friends and familiarity behind to live, studying and volunteering, in both Europe and Africa. Both experiences left me with a wholehearted appreciation for my many blessings.

Professionally, in my time with HMA I have launched a successful monthly Rewards Program for HR representatives, led the planning of a year-long initiative to celebrate our program’s 15th Anniversary and, acted as a senior contributor to the re-design of more than one generation of the HCP website and Enrolment Booklet.

Wendy Amini, Sr. Employee Benefits Consultant

Wendy is a dedicated and passionate consultant with over 20 years of extensive experience in Group Benefits Sales and Service within the Insurance Industry. Having worked on both the Insurer and Advisor side of the business puts Wendy in a unique position to engage clientele to achieve their company goals and troubleshoot on all aspects of a group plan to find innovative solutions. Her experience also includes specialized work in disability, underwriting, policy review, account management and new business.

Relevant Certifications, Education & Related Organizations:

• Registered Insurance Broker of Ontario (RIBO)
• Group Benefits Associate (GBA, CEBS)

Hobbies & Interests

• First and foremost a proud hockey mom
• Entertaining with family and friends
• Travelling

Most Important HMA Core Value

My initial inclination is towards Integrity for obvious reasons, but after serious consideration, it is caring. Caring to me is having that high level of compassion and concern for every person that crosses our path. This is the absolute trigger for all that is good and the true enabler in presenting us with the daily opportunity to help people lead better lives.

Greatest Accomplishment

Without a doubt, I am so very proud of the family and life that my husband and I have worked so hard to create and build. With a busy household of 4 children including elderly parents, it takes a lot of effort, work and support from us all to keep everyone balanced and content. I am fortunate enough to have had the ability to continue in a rewarding career that I love with unwavering support from my entire family. My parents have assisted us all along the way to care for our children and it has been a priceless gift. We all place a very high value on our time together and cannot express the sense of gratitude I have for my entire family; their love, smiles and teamwork. Together we have all built a great home and life.

Want to get in touch with me? Please contact me via email: wamini@hmabenefits.ca

Wendy Matton, Employee Benefits Consultant

40 years experience in the financial services sector. Having joined HMA in 2001, she parlayed a career in bond trading and investments, into benefits solutions for business owners and their employees. Originally targeting the business market within the Whitby community, she has since broadened her focus to encompass a clientele outside of Durham Region and the GTA. She is proud to advise and provide guidance to 300+ firms and their employees

Hobbies & Interests

• Community involvement has included numerous voluntary committees (Board, Executive, and President of the Whitby Chamber of Commerce)   
• Personal interests include all things performing arts & music, kitchen parties ( “scuff ‘n scoffs”), long yarns, sing-a-longs, and belly laughs with close friends and family
• Returning to my beloved Newfoundland. You can take the girl out of Newfoundland, but you can’t take Newfoundland out of the girl!

Most Important HMA Core Value:

Definitely our culture of caring. Family focus and balance are continually facilitated and supported. We have been provided with a springboard to flourish and reach full potential, within our own skill sets and talents. This practice provides the best foundation to be our best selves with clients and friends alike. No surprise that HMA has clients well over 30 years, not many of our competitors can boast a 97% retention rate!! We are more than a corporation when we say we care, we really do.

Greatest Accomplishment

Professionally: I have been pleased to have been recognized by the Chamber Group Plan as a Top Producer for many years; also twice received the highest client retention award, and my favourite, the “Team Player” award.  Clients pay for and deserve outstanding service. I try to live by the “do unto others” credo.

Personally: Anybody with children in their lives would agree that this is the accomplishment that matters most. My husband and I have raised an intelligent, thoughtful, and self-reliant daughter who is a productive contributor to society. Mission accomplished!

Want to get in touch with me? Please contact me via email: wmatton@hmabenefits.ca