As captain of Prizm Financial, Jon takes pride in guiding our ship to safe harbour. Whether strategizing or tackling high level projects, Jon leads our team to the destination with some fun and hopefully some good fishing along the way. When he’s not steering the figurative ship, Jon can be found on his actual boat fishing or spending time with family. Bonus points if you can bet Jon and actually win!
Vice President, Operations
Vice President of Operations is just a fancy title to indicate Meghan does a little bit of everything. Most importantly, Meghan manage relationships with our people both externally and internally by finding a way to say YES. Meghan’s previous career was in Luxury Retail Management which means she can also help you find the perfect red lipstick or handbag!
Founder and Managing Director
If you aren't sure if you have met Mike, you definitely haven't! Mike leaves a lasting impression on all that have had an opportunity to work or interact with him. He is the emcee at everyone's wedding and can close a sale better than anyone. Mike founded Prizm Financial Inc. in 1997, and continues to serve our customers as an active member of our pricing team. Mike has discovered his incredible, time tested selling skills are valuable when negotiating fair pricing for our clients with the insurance providers!
Samantha manages day to day operations, while also leading our stellar customer service team. When Samantha is not working, she can be found listening to true crime podcasts. Her love for all things forensic and investigative has developed her into a tenacious problem-solving customer service representative for our clients. When you call Sam, she takes your service inquiry as seriously as if it were a crime scene investigation!
Senior Customer Service Representative
Norah has worked with Prizm for over 20 years. Norah’s maternal instinct in the office has translated to being well known by our clients as their caretaker or even in some cases as their therapist. Everyone loves Norah, including plants and animals that seem to thrive in her presence. Who else can say they have 45 healthy plants in their house?
Senior Customer Service Representative
As a Senior member of our customer service team, Ashley works diligently to ensure all of our customers are happy and well taken care of. She will also make you swoon with regular pictures of beach fires with her husband, and mountain bike rides in the beautiful area of Vancouver Island she calls home. Ashley operates with true empathy, meaning she has an incredible ability to imagine being in someone else’s shoes. This ability directly impacts the customer in a positive way as she is able to deliver an amazing customer experience. It’s too bad we can’t be in Ashley’s shoes when enjoying a fire at the beach while watching the sunset!
Alvin has an alter ego that loves adventuring with his family. Whether he is traveling to far away places like Portugal, Thailand, and Panama, or boating in his Vancouver Island backyard, this Alvin loves taking risks and having fun! The other, more conservative Alvin works at Prizm Financial managing relationships with our customers. Alvin specializes in Employee Retirement Planning which means managing risk in a very different way than on the back of a mountain with a snowboard!
Junior Customer Service Representative
Sheila is our newest team member, learning the ropes from her very capable counterparts. Sheila might just be the nicest person you will ever meet! Sheila is a dog lover, and a people lover which makes her an amazing front line service representative. Although Sheila may need a recovery program for her addiction to Amazon and Netflix, she is incredibly capable and takes such great care of our customers. Fellow dog lovers unite!
Product and Pricing Specialist
Ken's wealth of knowledge and experience behind the scenes working on the provider side for years has provided a real advantage for our clients when it comes to negotiating fair and competitive pricing. Ken takes pricing very seriously, and has even been known to provide a negotiation attempt to a provider on behalf of a client while docked during one of his many sailing adventures. When Ken's not accessing his actuarial knowledge, he can be found on his sailboat, or spending time with his family and new grandchildren. As Ken would say, Onwards and upwards!
Harpreet is our in-house technical wizard, organizing all of our customer relationship management systems and cleaning up the administrative and detail mess that is an occupational hazard of our sales team. Harpreet has an incredible poker face, even when at a boardroom table with some loud personalities. If you need help with anything technical, whether it be understanding an illustration, or merging electronic files, Harpreet is your person. Just take our advice and don't challenge her to a poker game anytime soon.