Meet the Sales Team

At Open Access, we take pride in our highly knowledgeable sales team, ready to assist you in choosing the best group retirement plan that perfectly fits your business and your employees’ needs. Don’t miss the opportunity to benefit from Brian and Jason’s expertise. Schedule a meeting with them to discuss your business requirements and discover the most suitable group retirement plan. Let us help you make informed decisions and provide your employees with the best possible retirement solutions.

Meet Jason, our experienced professional in the Group Retirement field since 2011. He has held roles with a major Canadian insurer as well as a large Canadian consulting firm. Jason holds his Life License and RPA and has a background in consulting and sales. Building on his experience, Jason is able to offer consulting and advice to Canadian employers and Advisors based on real-life examples, ensuring their retirement programs meet the needs of the plan members. Jason’s objective at Open Access is to grow our advisory network and establish strategic partnerships across the country. He works with advisors as a partner to help win and close sales and to provide ongoing support and consulting assistance.

Meet Brian, our accomplished group retirement expert with over 10 years of experience as a group consultant and relationship manager. He holds the esteemed RPA (Retirement Plans Associate) designation from the International Foundation of Employee Benefits and is a top producer award winner in the group retirement plan division in 2021. Brian’s passion lies in fostering strong relationships with employers, guiding them in structuring retirement savings programs to attract and retain top talent. He is committed to enhancing financial literacy among Canadians, ensuring they are well-prepared for retirement. Join us in benefiting from Brian’s expertise as we elevate group retirement programs for employers across Canada.