Samuel Waxman is a licensed Life Insurance and Living Benefits Advisor who has been in Financial Services since 2011. He holds the following designations: Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS) and Certified Executor Advisor (CEA).
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Samuel was brought into the business by his father Peter and worked alongside him for his first few years. He now runs Waxman Planning where he focuses on providing insurance and estate plans to business owners and high earning professionals. His goal is to ensure that your insurance and estate plans will help protect you, your family and business despite any of life’s unforeseen obstacles. He does this by utilizing innovative and practical insurance and estate planning solutions.
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Samuel believes in giving back to an industry that has been great to him. He is a member of multiple CALU committees and sat on the Advocis Technology and Innovation committee. He enjoys working with like-minded individuals and industry thought leaders to help advance the industry to be more tech forward and progressive.

With over 35 years of experience in the Financial Services Industry Allan is a true professional in his craft. Prior to his role at MTA Financial, he held a senior management position within the Life Insurance and Mutual Fund industries. His experience includes servicing as VP of Sales for The Imperial Life Assurance Company of Canada, Imperial Financial Services and Laurentian Financial Services. He served as the Director of Internal Audit for Imperial Life, Laurentian Financial Services, Laurentian Funds Management and Laurentian Capital Corporation (US) as well as having worked as Audit Manager with the Office of the Provincial Auditor of Ontario.
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Allan is committed to ongoing professional development. He holds the professional designations of Chartered Professional Account (CPA, CA), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (CHFC), and Certified Health Insurance Specialist (CHS). He has qualified for the Million Dollar Round Table (MDRT) twenty-one times, including as a member of “Top of the Table” eleven times.

D. Brad Webb established the financial planning firm Brad Webb Financial in 1992. Brad is responsible for leading the overall operations of Brad Webb Financial. He earned his Certified Financial Planners (CFP) designation in 1999. Throughout his career he served on the Board of Directors (Hamilton/Burlington chapter), as Treasure, for Advocis.
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Brad served as a special advisor to McMaster Hospital’s committee specializing in Philanthropic planning. Brad has presented Retirement and Estate Planning Seminars to mid and large corporations and their employees.

After 11 years of accounting in 1997, Pat Donnell was hired by Rod Millard (Gryphin Advantage CEO) as a broker, for the Manulife Hamilton branch. Shortly thereafter, the branch closed its doors, he joined his brothers at their P&C brokerage in Burlington, while the Gryphin Advantage prepared to open its doors. He thought his accounting and tax background would lead him into focusing on wealth management, however after working with his brothers, he quickly learned that his calling was in the group benefit space. 3 groups turned into 4 and 4, into what is now 80 different firms. Being independent meant a great deal to Pat, however having a team that he could rely on (Janj, Coxy and Phil) for guidance and support allowed him to execrate his carrier in the industry. He attributes a great deal of his success to the experiences and relationships that he has established over the years and for that, along with the Gryphin memories, he’s very grateful.

Gianni Leonetti began his career in 1997 with RBC Insurance and is currently the President and Founder of LM Life Benefits. Gianni develops and consults on wealth building strategies and works closely with legal and accounting professionals. He incorporates tax efficient insurance structures such as insurance trusts, corporate planning and estate planning solutions in his practice for the benefit of his clients and their families. Gianni believes education is the cornerstone of our profession so enhancing his knowledge and skill set is a must. Gianni has achieved several industry designations, CLU (Chartered Life Underwriter), CHS (Certified Health Specialist), CEA (Certified Executor Advisor) and RFC (Registered Financial Consultant).  Gianni has served and continues to sit on many boards holding various positions including Past President of Greater Hamilton Advocis and CIBPA (Canadian Italian Business and Professionals Association) Gianni is married, and he and his wife Christine have 3 sons... Gianluca, Francesco and Stefano.

Michael Currey, joined the insurance industry in 1976, following in his father’s footsteps, he was licenced in General Insurance with D.S. Currey & Son, and Life Insurance with Dominion of Canada General, which later merged with the Empire Life Insurance Company. He quickly became extremely successful, recognized as the #1 producing agent for Empire Life for many years, while also holding top spots with other companies Equitable Life and Manulife. Michael continued to excel attaining M.D.R.T.(Million Dollar Round Table) Membership in 1980 and M.D.R.T. Top of the Table in 1990 and consistently every year thereafter.

Jay Newton B.A., CLU, CHS, EPC of Newton Financial takes pride in building long, responsible and trusted client relationships. His humble traits were nurtured growing up in the industry through his father Rich Newton and his 53 years of experience. Together they have built a solid business focusing on the clients individual/family’s needs by combining the advantages of Life Insurance with the client’s personal investment strategy and goals. Jay had the distinct honour of being inducted into the Gryphin Advantage Wall of Fame in 2016.

Mike, a father of two adult sons and husband to Kathy, graduated Summa Cum Laude from McMaster University in 1974. He turned his sights to the insurance and investment industry in 1983, founding The Evers Financial Group “The Early Retirement People”.  As Co-Founder of The Canadian Estate Planners Inc. he finds himself specializing in Planning for Families with US Assets and/or Private Corporations. This work resulted in speaking engagements on Financial and Estate Planning Issues to many groups in Canada, the USA, Taiwan and Hong Kong.  
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Mike has been a member of The Million Dollar Round Table - The World’s Premier Association of Financial Professionals for 36 consecutive years, 5 of which he received Top of The Table honours- and is currently the president of the Canadian MDRT Foundation. He spent 9 years serving on his local Advocis chapter board, has served as president of the Hamilton Estate Planners’ Council, as well as president of his local Chamber of Commerce - all while continuing to grow his business. When Mike is not in the office you can find him on the racetrack, where he has over 40 career wins!

Rob followed his father’s footsteps into the industry and started his own career in 1989 working at Met Life. After 5 years there he had the opportunity to work as part of a pilot project with CIBC Insurance, a venture that was cut short when approval for branch insurance sales was denied.  It was at that point Rob decided it was time to go out on his own with a P&C firm, helping found Mason Life and Financial Services Inc. in 1999.  Rob has completed his CLU, CHS and CFP and continues to stay current in the industry that he loves as an active member and Past President of Advocis.  Giving back is very important to Rob which is why he has been known as Past President and Hungry Lion Rob with the Fabulous Fenwick Lions for over 20 years. His passion for rowing as a world class Coxwain has also resulted in him giving countless coaching hours to various school and club rowing teams in the Niagara Region.  It should be noted however that Rob’s biggest accomplishment is being happily married since 2000, to his wife & business partner Susan and a father to his two children, Lucas and Isabelle. New Farm owners to keep the adventure going. Family comes before all else with Rob.

Robert Govan is both a Certified Financial Planner and Chartered Life Underwriter.  During his 25+ years in the financial services industry, Bob has been able to build, preserve and efficiently pass client's estates from one generation to the next. He is very proud to say that the majority of his current clients can trace their roots back to the founding years of Govan Wealth Management, with many having been clients for 15 or even 20 years. The growth of his business has been achieved by referral only.  Most of his clients become close friends, which is one of his proudest accomplishments.

Sue Foley is an independent Certified Financial Planner who started in the insurance industry in 1980, at Confederation Life. After taking a few years off to raise two children, she re-entered the financial services industry in 1992. With a strong background in insurance, Sue worked with her father and in 1994 took over his retirement business.
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As a Certified Executor Administrator (CEA), Sue focuses on help her clients with aging parents. A key component to her success has been through her work as a retirement and estate specialist, working with individuals and corporations to determine their retirement, and estate needs. She is licensed to conduct business in Ontario, British Columbia, Nova Scotia and Alberta.
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Sue is a member of the Rotary Club of Etobicoke since 1999. She was club president in 2004-2005 during Rotary’s One Hundredth year. She was awarded a Paul Harris Fellow in 2005 and awarded Top President for the 100th year of Rotary. Sue has been third in Canada with Worldsource Financial Inc for over 15 years and the first female advisor to be inducted into the Gryphin Advantage Hall of Fame. She has 4 children and now has 5 granddaughters that keep her very busy.

Nicholas Brown is the founder and president of Brown Financial Security Inc.--a Wealth Management Firm that helps business owners and professionals build their wealth, protect it, enjoy it, and transfer a financial legacy to the next generation in a tax-efficient manner.  Nick is a past president of the Rotary Club of Waterdown, the Advocis Greater Hamilton Area chapter and the BNI Executive Network. He is a competitive swimmer with the Burlington Masters Swim Club. He enjoys wood-fired pizza, summers in cottage country, travel, and is a proud member of the Carlisle Rebels Slo-Pitch team – 2017 League Champions!

Born and raised in Atikokan, Ontario, Nick obtained his Economics degree from McMaster University in Hamilton. He was awarded his Certified Financial Planner (CFP) designation in 2004 and his Chartered Life Underwriter (CLU) in 2011. Nick resides with his wife Marianne and daughters Megan and Jenna in Waterdown, Ontario.