Financial Horizons
Kellie Schwartz has extensive experience in the financial services industry, currently serving as Inforce Policy Service & Broker Sales Support at Financial Horizons Group since June 2007. Prior to this role, Kellie worked as a Customer Service Representative at Sun Life Financial from January 2003 to May 2007, developing a strong foundation in customer relations and support within the financial sector.
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Financial Horizons
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When you partner with Financial Horizons, our team of experts becomes your team of experts. Whether that’s uncovering new opportunities to grow your business, simplifying compliance solutions to proactively safeguard your practice, or connecting you with advanced market specialists to navigate large cases and emerging markets – our customizable suite of services and support is anchored in one clear goal: helping independent advisors achieve their definition of success. As a leading MGA, we raise the bar on service excellence by taking the time to understand what matters most to advisors and evolving with them – today, we actively meet the unique needs of more than 6,500 advisors through local teams across Canada. Joining Canada Life in 2017 welcomed us into a family of financial service firms under the Power Corporation umbrella – enhancing our ability to provide advisors an even broader range of practical and innovative solutions to reach their business goals. What’s next on your horizon?