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Executive Assistant / Accounting
While Angie doesn’t deal directly with clients, her calm and steady approach to tasks “behind the scenes” is integral to the operations of Wiesner Insurance.
After 20 years of experience in accounting, Angie brings her strong talent for pragmatic, detail-oriented multi-tasking to the table, in order to provide her assistance to management and act as point person for the company’s accounting department.
“What I do isn’t cut and dry – it’s continuous. I’m not a 9-5 type of person; and the process of keeping things organized is my ongoing mission.”
In House Underwriter
Registered Insurance Brokers of Ontario (RIBO) License
If you have a policy through Wiesner Insurance, then you can be sure that Kathy reviewed every word to verify that you have the proper coverage (and that it is up to date with the most current rules and regulations).
After 20 years in the industry, occupying various roles ranging from Insurance Advisor, to Broker (and now Underwriter), Kathy has gained a wealth of knowledge; this, combined with her strong interpersonal and problem-solving skills has made her a subject matter expert in Personal Lines Insurance.
“I use my professional knowledge and experience to help clients and brokers alike properly assess insurance needs, and shop for the best value in coverage. My goal is to ensure that clients are empowered with education about their coverages, and that we are always presenting the finest options and service. As a Broker and Underwriter, it’s important to me to put our clients’ interests first, so that they walk away with full confidence in the fact that the coverage we recommend is right for their particular set of needs.”
Personal Lines Senior Account Manager
Registered Insurance Brokers of Ontario (RIBO) License
After 14 years in the industry, Lia has become acutely empathetic to client situations, which makes her a strong advocate for their best interests.
“Clients may be nervous at first; but by the end of our conversations, they feel that I’ve done my best for them. It’s important to me that they’re happy with the outcome of any situation, and that they feel like I’ve given them personalized care by finding them the right coverages at the best possible rates. Our clients are important to us; and I want them to know that we will do what it takes to make them feel comfortable with their purchase of insurance through our brokerage.”
Director of Operations
Registered Insurance Brokers of Ontario (RIBO) License
Chartered Insurance Professional (CIP)
Canadian Accredited Insurance Broker (CAIB)
Life License Qualification Program (LLQP)
Ph.D. in Psychology
As a 25+ year veteran in the industry, with a proven reputation for exemplary leadership, Carmela is the perfect candidate for directing the operations of Wiesner Insurance.
Carmela is an integral part of the leadership team, overseeing the overall functionality of the brokerage in order to ensure that the company and its moving parts continue to make advancements in the best direction.
In her role as director Carmela measures efficiency on an ongoing basis, continually researching the best alternatives, and taking into account every obtainable resource in order to monitor and tailor the results attributed to the highest success of Wiesner Insurance, the brokerage’s constituents, and its clientele.
By using the latest technology available, Carmela has overseen the implementation of a state-of-the-art brokerage management system, which promotes transparency while reviews and reports are conducted in real time.
Carmela continually evaluates operations in specific departments or in areas of support, as she methodically revisits workflow, better structure, and best practices + processes in place. This allows Wiesner Insurance to provide clientele, and brokerage partners, top-level service.
“I want to ensure that the brokerage efficiencies and structure in place works to its optimum level. My ongoing top priority is to procure great success for all parties involved: our team members, our broker partners, and our valued clientele.”
New Business Development
Registered Insurance Brokers of Ontario (RIBO) License
Life License Qualification Program (LLQP)
Martinna used to specialize in Life and Health Insurance before she joined Team Wiesner to round out her expertise and become a “one stop shop” for insurance.
Today, her areas of specialization have expanded to include: Personal, Home, Auto and Motorcycle (as well as Life and Health).
Martinna’s analytical and detail-oriented mind help her catch “the little things,” and her personal mandate for client service is clear:
“After you deal with me, I want you to say, ‘she was an honest broker,’ and I want you to fully understand the coverage you have. Additionally, I want to make sure you’re aware of the coverage you haven’t considered – including the coverages that you may not know are available to you. It’s important to me that my clients know and understand all of their options so that they feel comfortable, and confident in, the fact that I took good care of their best interests no matter what happens.”
New Business Development
Registered Insurance Brokers of Ontario (RIBO) License
Anita specializes in personal lines, including “toys,” such as motorcycles, and recreational vehicles: personal watercraft, kayaks, canoes, and more.
“Insurance is something you have to get, so why not make it fun? I think that in personal lines, your home is the biggest investment you’re going to make (other than your children) – so I make those conversations entertaining. I cut to the chase: no ‘big’ words, no tangents. This way, the client can stay interested enough to get the coverage they need.”
Anita’s mandate is to maintain her honesty and “tell it like it is,” which cultivates trust, comradery and understanding in a client. She’s also dedicated to getting the client what he or she needs:
“I will always get you insurance. Whether you want to pay it or not is another story. But if you need insurance, I will get you insurance.”
New Business Development
Registered Insurance Brokers of Ontario (RIBO) License
Fraser specializes in Commercial Lines, which include Construction, Manufacturing, Tech., Retail, E-commerce, and basically a “little bit of everything,” which means his easy-going nature, sense of humour and great communication skills serve him very well in the field.
“I used to work in a lot of marketing and advertising, which helps me understand what companies are trying to do from their perspective on a commercial level. Because of my diverse background, I can understand a client’s business, see where risks might arise, understand what they want for the future of their company, and partner with them in their growing success.”
After 10 years in sales, and 3 years at Wiesner Insurance, Fraser is well-acquainted with customer satisfaction:
“I want my clients to enjoy peace of mind. They need to be able to focus on their daily tasks, with confidence in the fact that I will be taking care of their insurance needs in accordance with their best interests. It’s important for me to fully understand their business; this kind of knowledge helps me put together programs that have the best coverage possible.”
Commercial Lines Account Executive
Registered Insurance Brokers of Ontario (RIBO) License
A tenacious problem solver and seeker of accurate information, Belinda has worked in the insurance industry for 15+ years.
Fantastic listening skills allow Belinda to better understand what matters most to her clients:
“Whether it’s listening to them tell me about their dreams of starting another business venture, or their plans to expand their current business operation, learning about my clients’ wants and needs provides me with a clear objective when trying to think of creative insurance solutions to help them achieve their goals.
I hope my clients feel well-equipped with the knowledge they need, in order to make better-informed decisions as it relates to their current (and future) commercial insurance needs. I also want my clients to feel assured that these needs are being handled with the utmost care, and consideration.”
Personal Sales Account Executive
Registered Insurance Brokers of Ontario (RIBO) License
Chartered Insurance Professional (CIP)
Heather specializes, and excels, in Personal insurance by “killing people with kindness, which translates into forming positive business relationships and making my client feel comfortable.”
Because Heather has worked her entire professional career in insurance, she knows and understands what a customer’s experience should be:
“The feedback I receive is that my clients’ interactions with me are easy and informative. This is the positive feeling I want the client to take away with them.”
Senior Commercial Account Executive
Registered Insurance Brokers of Ontario (RIBO) License
Canadian Accredited Insurance Broker (CAIB)
With such a broad scope of specialties (Property Insurance, Liability Insurance, E&O, D&O, Trade Credit and Cyber Liability), Brian’s reputation for adaptability and compatibility doesn’t come as a surprise:
“I like dealing with people, specifically business owners. I enjoy the interaction, advising them when it comes to the tough decisions they have to make, and assisting them through these interactions.”
After 13+ years in the Insurance Industry, Brian’s standard for customer service is very high, and extremely clear:
“I hope clients feel like they’re in good hands, and that we have their best interests in mind when it comes to looking after their insurance needs and requirements.”
Personal Lines Team Lead
Registered Insurance Brokers of Ontario (RIBO) License
After specializing in Personal Lines and Small Commercial Accounts for over 15 years, Niki is known for being organized and patient.
Excellent people and communication skills provide a strong foundation for her to excel in both teamwork and independent work, which results in exemplary service:
“I hope the client has a clear understanding of the matters we discuss, and finds me to be approachable and helpful. Most importantly, I hope the client feels confident in my ability to meet his or her expectations regarding the services we provide at Wiesner Insurance.”
Senior Commercial Account Executive
Registered Insurance Brokers of Ontario (RIBO) License
“I specialize in Commercial Insurance. The majority of my clients are in the construction industry, but I’ll work on accounts that have anything to do with Commercial Insurance.”
After working for many different brokerages for 26 years (and at Wiesner Insurance in Brampton for 11 of them) Charlene has earned a reputation for being organized, personable and patient:
“I feel that patience is very important when it comes to explaining insurance to clients in a way that is easy for them to understand: especially in upsetting situations. I want to help clients gain a better knowledge of Insurance, so that they walk away with a comfortable understanding of their coverage and feel satisfied with any outcome(s). It’s important to me that each client has confidence in the fact that the results of their coverage were the best they could be, even in a bad situation.”
New Business Development
Registered Insurance Brokers of Ontario (RIBO) License
Leanna specializes in Personal Lines of insurance – so when it comes to her personality traits, empathy is high on the list (along with patience and punctuality).
Her approach to customer service is to put herself “in their shoes,” which works to cultivate the trust (and confidence in protection) that every client requires.
Leanna wants her clients to have the peace of mind that comes with “a clear understanding of their risks, and their coverage.”
Commercial Lines Account Executive
Jessica brings a positive attitude, and strong teamwork skills to the workplace.
Previously, Jessica worked in retail management, where she was responsible for overseeing the provision of fantastic customer service on a daily basis.
The abilities she developed from her experience in that area are evident in the principles she maintains at Wiesner Insurance:
“I want clients to walk away with confidence in, and an understanding of, their insurance product. It’s important to me that they feel comforted by the fact that they have a knowledgeable staff behind them, who keep their best interests in mind.”
Administrative Assistant
Stephanie has a strong talent for administration, and making clients feel comfortable.
Caring, being kind to others, and maintaining a positive attitude is her personal policy on a daily basis:
“I want clients to walk away feeling comfortable, happy and welcome; it’s important to me that they leave feeling like they want to come back.”