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President & CEO
Robert Packman joined Standard Life’s Ottawa Sales Office as an agent in 1992. Within 24 months, his sales success led to membership in the company’s Sales and Marketing Advisory Roundtable. He was part of Standard Life’s Roundtable from 1994 to 1998.
The secret to Robert Packman’s success was his focus on selling life insurance products to small- and medium-sized businesses and self-employed professionals. In 1995, he joined Standard Life’s Honour Club. Between 1994 and 1998 he was one of Standard Life’s top 20 agents in Canada, and was invited to join the President’s Club. Robert has also been a member of the Million Dollar Roundtable since 1996.
In early 1999, when Standard Life decentralized its sales team, he was one of only two agents in Canada asked to become a Managing General Agent for the company. He founded R.G. Packman & Associates Ltd. in April 1999 and has since assembled a team of over 600 independent insurance agents, agencies and brokerages throughout Ontario, British Columbia, Quebec and the Maritimes. Together, they have built R.G. Packman & Associates into one of Canada’s leading MGAs.
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B. Comm., CFP, CLU
Vice President of Business Development
Central Region
Roger joined R.G. Packman & Associates in June 2001 after serving for three years as Regional Director for Norwich Union and two years as Sales Manager for Industrial Alliance.
In 1997, Roger qualified for the National Quality Award and was a President’s Contest qualifier at Industrial Alliance in 1994, 1996 and 1997. He is one of the top business development professionals in the life insurance and financial services industry in Eastern Canada.
Roger obtained a Bachelor of Commerce from Carleton University in 1993 and earned his Certified Financial Planner and Chartered Life Underwriter designations in 2001 and 2004 respectively.
With over six years at R.G. Packman & Associates, Roger has worked on a vast range of files covering all aspects of the industry. He is particularly effective at working through complex cases, including those involving retirement issues and business owners. He knows how to complete sales and is committed to helping brokers succeed.
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CFP
Compliance Officer R.G. Packman & Branch Manager Desjardins Financial Security Investment Inc.
Arnold has over 25 years of experience in the financial services industry.
For the past seven years, he was Senior Consultant, Compliance for Standard Life. Previously, he had a 19-year career at Sunlife, where his positions included Independent Producer, Sales Manager and Branch Manager. He was also Ottawa Branch Manager for Sunetco, Sunlife’s mutual and segregated funds dealer.
At R.G. Packman & Associates, he will use his extensive experience to advise our brokers on insurance-related compliance issues. Arnold will also be responsible for our fast-growing Desjardins Financial Security Investments Inc. mutual funds branch based in Ottawa.
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Vice President of Business Development and Managing Partner
Atlantic Region
Jason began his successful career as an Insurance and Mutual Fund Representative with SunLife of Canada in 1993, specializing in disability insurance. After three years of creating an impressive client base, Jason joined Unum Canada in Halifax, working as a Senior Sales Consultant and Group Risk Sales Representative before transferring to Ottawa in 2000 as a Senior Sales Consultant. While at Unum, Jason served on the MGA Council, developing corporate strategies and enhancing relationships. He is a recipient of a Platinum Level Qualification in Sales.
Jason’s enthusiasm, wealth of knowledge of the financial services industry and proven ability to provide outstanding service to his clients makes him a valuable member of the R.G. Packman & Associates’ team.
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B.A., RHU
Living Benefits Specialist
Christine is a graduate of Carleton University where she concentrated her Bachelor of Arts on Criminology and Criminal Justice. She joined UnumProvident in 2001 as a Sales Coordinator where she specialized in providing in-depth product training and sales assistance for all products including disability insurance, business protection, critical illness and long term care. Christine joined Great-West Life as a Senior Marketing Specialist in the fall of 2003.
In the summer of 2004, she returned to UnumProvident/RBC Insurance as a Marketing/Sales Representative where she was responsible for enhancing producer relationships and advising over 700 producers across Eastern Ontario. As a Disability Insurance Sales Representative, Christine conducted disability product training and presentations for both producers and their clients.
Christine’s warm personality, impeccable character and exceptional knowledge in Living Benefits make her an outstanding member of the R.G. Packman & Associates’ team.
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Specialty Markets Consultant
Carol-lee Whipple joined R.G. Packman & Associates in July 2001. She has more than 26 years of experience in the insurance industry, including 12 years as a Disability Insurance Specialist.
Carol-lee’s mandate is to work closely with brokers to further expand our business in specialty markets including Blue Cross and Manulife’s Affinity Markets (formerly Liberty Health).
Carol-lee has served on the Ottawa Advocis Board for many years and was President in 2001. During the past four years, she has made a significant contribution to the growth of R. G. Packman & Associates, especially in the enhancement of our professional development programmes for brokers.
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Operations Manager
When it comes to broker service and expertise, Barbara Thomson is one of the best. Barbara joined R.G. Packman & Associates at its inception, after a highly successful 20-year career with Manulife Financial. Before leaving Manulife, Barbara was the Operations Manager for its Ottawa Resource Centre and served brokers throughout Eastern Ontario, including Cornwall, Brockville, Kingston, Belleville and Ottawa.
As Operations Manager with R.G. Packman & Associates, Barbara is responsible for coordinating and supporting the growth of the organization. She also manages and trains the administrative team, office operations and distribution.
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Branch Administrator
With experience at all levels of the insurance and financial services industry, Diane Gauthier provides the knowledge and skills brokers need to get things done. Diane has over 12 years of experience at the agency level, and has served as a RRIF specialist and financial services administrator with Metropolitan Life, Mutual Life and Clarica.
As Branch Administrator, Diane is responsible for providing brokers with the highest level of support and service, including commissions. She helps brokers process their new business, trains their administrative personnel, assists with their marketing needs and provides special customer service for problem cases.
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Assistant Branch Administrator
With over 11 years of experience in the insurance and financial services industry, Sheryl is a valuable member of the R.G. Packman team. As Marketing Support Specialist for TK Group, she successfully assisted clients with their insurance plans. She also has several years of retail management experience.
As Assistant Branch Administrator at our Ottawa office, Sheryl is responsible for broker contracting and agency services administration. She also assists in the administration of broker commissions.
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Mutual Fund Administrator
Before she joined our team in July 2007, Ella worked in the field for over four years as an Advisor and Account Representative for Clarica Financial and State Farm Insurance, where she assisted clients with life, disability, critical illness, fire and auto insurance as well as financing and investments.
Working closely with our Desjardins Financial Security Investment Inc. Branch Manager, Ella is committed to assuring that all mutual fund representatives linked with our offices are provided with the information and tools they need to maintain a high quality and compliant book of business. She is fully bilingual.
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After Sales Support
Karen began her career in the life insurance industry in 1989 with Standard Life Assurance, working as a Brokerage Administrator and Marketing Assistant.
Karen joined R.G. Packman & Associates Ltd. in 1999. In addition to supporting our brokers during the sales process, her primary focus is the processing and following up on all after sales policy service, including changes of ownership, reinstatements, review of ratings, surrenders and death claims.
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Broker Sales Support
As a member of our Broker Sales Support team, Barb is responsible for receiving and processing new business applications for all lines of insurance products and ensuring the accuracy and completeness of these applications.
Before joining R.G. Packman & Associates in September 2007, Barb worked as a Banking Consultant for Manulife Bank of Canada, where she promoted mortgages to her clients. She also has experience as a Marketing Administrator for Evans Carroll Fitzgerald Financial, a Clarica broker based in Manotick, Ont.
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Broker Sales Support
Kellie joined R.G. Packman & Associates Ltd. in July 2007. She brings to our team over four years of financial services experience, having worked as a Customer Service Representative and Advisor Assistant for Clarica Financial and Sun Life Financial in Ottawa. She also has experience working in the public sector.
Completely bilingual, Kellie ensures that all new insurance business is processed quickly, accurately and efficiently. She is also responsible for client invoicing and account management.
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Broker Sales Support
Prior to joining R.G. Packman & Associates Ltd. in August 2005, Amy successfully juggled a variety of tasks as an Office Administrator for a diverse range of service companies.
As part of the broker sales support team, Amy processes new business for all lines of insurance products and supports the sales process by providing timely and accurate information to our brokers and customers.
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Broker Sales Support
Karen began her career in the life insurance industry in 1999. As a Marketing Assistant at Strategic Wealth Planning, she provided broker and client support and processed life insurance and investment applications.
Karen joined R.G. Packman & Associates’ Atlantic Canada office in July 2004. In addition to processing new business, she is responsible for the coordination of broker contracting and commissions.
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Broker Sales Support
Rhonda brings over 30 years of insurance experience to our team. She began her career in the insurance industry with Standard Life in 1976 and later joined Imperial Life, where she was involved in all aspects of branch operations from new business to policy-owner service and broker contracting.
Rhonda joined R.G. Packman & Associates’ Atlantic Canada office in August 2004. She provides broker support and processes new business for all lines of insurance products.
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"An organization that’s always on top of things. They are always aggressively looking for growth in the marketplace. They provide outstanding services and add great value..."
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Kevin Murphy
Director of Marketing
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