Boulos Financial Group inc.
Antonio (Tony) Pontrelli has extensive experience in the financial services industry, currently serving as a Case Coordinator at Boulos Financial Group Inc. since June 2019, where support is provided to over 50 advisors regarding new insurance business cases and after-sale servicing requests. Prior roles include Senior Client Account Representative and Plan Sponsor Services Representative at Manulife from September 1997 to April 2019, where responsibilities involved aiding Group Retirement Plan Sponsors and processing financial transactions. Earlier experience includes positions such as Coordinator of Asset Retention at Standard Life Aberdeen and Administrative Sales Assistant for a Senior Licensed Life Insurance agent. Antonio's educational background includes a Certificate of Management from McGill University and certifications in Bookkeeping and Accounting.
Boulos Financial Group inc.
OUR MISSION STATEMENT “Our commitment is to being our client’s most trusted advisor and constantly exceeding their expectations. Our combined experience, integrity, valor and resources make us achieve this.” THE BOULOS ADVANTAGE Boulos Financial Group has been at your service as an MGA since 1984. We are recognized for our “personalized level of service” – tailored to make the advisor's business easier to manage, and enabling them to diversify their time. We are a complete resource for business risk management and personal asset protection. To assist advisors in keeping pace with the ever-changing world in which we live and compete, we maintain cutting edge technologies for today’s marketplace.