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OUR TEAM
Insurance can be a complex product to understand and requires transparency and trust. Our process was built to provide absolute clarity to our clients and their advisors. We want all stakeholders to understand what is being implemented and why. We will always put our clients’ interests before our own.
Zak has advised affluent clients and business owners for over 20 years. His FAMILY ENTERPRISE ADVISOR™ (FEA) designation and an MBA from the Rotman School of Business at the University of Toronto allows Zak to
bring timely and thoughtful solutions and a broadened perspective of the issues facing businesses and
families.
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ZAK GOLDMAN
MBA, FEA | INSURANCE
Janice entered the insurance industry in 2007. She is responsible for the day to day handling, processing, and client relations of Zak Goldman and Brett Okorofsky’s business, as well as the administrative management of the office and overseeing new marketing initiatives to help grow the business and brand. With over 20 years of administrative experience, Janice strives to provide the highest level of professional service.
JANICE MASSON
CLIENT SERVICES
Katie, our newest team member, brings a fresh perspective and a wealth of experience to our organization. Her interpersonal and communication skills, meticulous attention to detail and exceptional organizational skills will be utilized by our team as Coordinator on inforce client service.
KATIE MASSON
COORDINATOR
Jonah brings over 10 years of experience in tax and estate planning for high net-worth individuals, families, and private corporations. Before joining SP, Jonah was a tax lawyer at Fraser Milner Casgrain and Torkin Manes where his practice focused on business succession planning, estate planning, advising on and drafting family trusts and structuring/implementing tax-efficient sales and purchases of businesses.
JONAH MAYLES
LLB, TEP | TAX & ESTATE PLANNING
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Helen is an actuary with over 30 years of experience in the insurance industry. Her background includes traditional actuarial work such as the pricing of individual and group life insurance products. She had also ventured into sales as an insurance wholesaler for a major insurance company. Then she moved into the role of marketing actuary creating technical content for advisors until most recently, joining the Sterling Park team. Her specialty lies in explaining complex products and strategies in a simple-to-understand manner.
HELEN CHOW
FSA | ACTUARIAL CONSULTANT
Brett has over 15 years of experience as an insurance advisor to individuals and business owners. With a background in business, the advice he provides is both quantitative and qualitative in nature. Brett strives to gain an in-depth understanding of each client’s unique circumstances before providing a customized solution geared towards achieving their objectives.
BRETT OKOROFSKY
BComm | INSURANCE
As a life underwriting professional of exceptional experience and expertise, Bill Ness brings 40 more than years of experience to Sterling Park, having occupied senior risk selection positions at many Canadian companies. Bill’s approach to underwriting is a methodical, strongly analytical one. He pursues prompt, creative and cost-effective solutions to the largest and most complex insurance protection needs.
WILLIAM NESS
UNDERWRITING
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