Strategic Partners
Emmanuel Petroulakis, CFP, CFA
As a Private Wealth Counsellor, Emmanuel supports independent advisors develop customized investment plans for high net worth families. Working with Great-West Life’s Private Wealth & Estate Services team, Emmanuel supports a comprehensive review process specializing in diversified, tax effective investment strategies.
Melanie Cardinal, RHU, CLU
Melanie is the Regional Manager for Living Benefits in the Winnipeg Resource Centre. Melanie & her team are responsible for the sales and marketing of disability and critical illness insurance to advisors in Manitoba & Northwestern Ontario. Industry designations include Registered Health Underwriter (RHU) obtained in 2000 and Chartered Life Underwriter (CLU) in 2000.
Jeff Caligiuri, CFP, CLU
Jeff is the Regional Life Marketing Manager at GWL Winnipeg Resource Centre. Jeff started his career with London Life in 1997 as an advisor and after 12 years of industry experience, now works closely with top advisors in helping to develop specialized insurance solutions for affluent and business clientele. Jeff's role is to provide in-depth insurance product knowledge and consultation to Pat and his team.
Tricia Carver, C.A., CFP, TEP
Betty Weselak, CFP
Betty joined Great-West Life in 2005 as an Investment Consultant. She has completed the Canadian Securities Course, and holds the CFP designation. She supports Great-West Life, London Life and Quadrus Investment Services. As an Investment Consultant, Betty is responsible for product sales and support, education and case consultation.
Since 1998, Tricia has been a Tax & Estate Planning Consultant with Private Wealth & Estate Services and is available to London Life and Great-West Life advisors to assist with complex wealth and estate planning issues. This includes indentifying and evaluating shareholder buyout arrangements and the appropriate funding for them, business succession strategies for owner-managed businesses, wealth planning for financially successful individuals and estate planning for wealthy individuals and successful business owners.
Blackwood has a vast network of people and resources who help us deliver the best possible solutions for our clients.
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Fiduciary Trust Company of Canada employs a highly personalized approach in helping affluent Canadian individuals, families and organizations preserve and grow their capital, then assist in carefully transferring their assets to future generations.
Group Benefits Consulting of Canada (GBCC) is a fully independent employee benefits consulting firm that Blackwood partners with to meet the needs of our clients located in Central Canada.
