The team at Belec & Company offers professional brokerage
service backed by extensive industry experience. With Belec
& Company, expect knowledge, integrity and a commitment to grow
with you.
Gerry Belec Owner/President Gerry Belec specializes in broker advocacy, industry education and training, large case consultancy and commission/bonus management. He has more than 36 years of industry experience. Gerry holds a BA and industry credentials including CFP, CLU, Ch.FC and CSA.
Margaret Belec Owner/Treasurer-Accountant Margaret Belec, B.Ed., handles payroll and general bookkeeping with Belec & Company.
Joe Belec Business Development Manager A recent addition to our company, Joe manages business development and provides complete broker support including: case consulting; quotes and illustrations; technical/software training; financial planning assistance using Planist; and acts as an in-house resource for product information and updates. Joe holds a B.Comm. and is a licensed life insurance agent.
Linda Harvey Reception/Marketing Assistant Linda manages new business CI/DI/Life/LTC products, and looks after preliminary case investigation and commission/bonus tracking with Belec & Company. Linda holds a Business Administrative Degree and has more than 25 years of industry experience. She is trained in Associate-Customer Service/Insurance Agency Administration.
Linda Tinkler Investment Administrator Linda manages new business and after sales service of investment products. She handles annuity, RRIF, segregated and term fund products with Belec & Company. Linda has more than 30 years of industry experience. She holds a B.Ed and is trained in Associate-Customer Service/Insurance Agency Administration.
Kathy Shields Brokerage Assistant Kathy manages broker/contracting services with Belec & Company. She handles individual health plan administration, and provides individual life after-sale customer service. Kathy hold a Business Degree and has 25 years of experience in the banking and insurance industries.
