625 Cochrane Drive, Suite 610 | Markham, Ontario L3R 9R9
Tel (905) 479-0888 Toll Free (866) 260-2488
Fax (905) 479-0856 General Inquiries: Info-Mrk@idcwin.ca
EXECUTIVE
Jason Payne, Head of Distribution EXT 5227 jpayne@idcwin.ca
Dave Pike, Vice President, Eastern Canada 1-877-742-5432 EXT 3260 dpike@idcwin.ca
Samuel Chan, Vice President, Asian Markets EXT 5550 schan@idcwin.ca
COMPLIANCE - compliance@idcwin.ca
Eric Wachtel, National Chief Compliance Officer Toll Free 1-877-742-5432 EXT 3228 ewachtel@idcwin.ca (works out of the Mississauga office)
Loraine Pereira, National Assistant Compliance Officer Toll Free 1-877-742-5432 EXT 3204 lpereira@idcwin.ca (works out of the Mississauga office)
BUSINESS DEVELOPMENT, SALES & MARKETING
Zack Friedmann, Business Development Executive EXT 5224 zfriedmann@idcwin.ca
Christine Hung, Sales Support Specialist EXT 5236 chung@idcwin.ca
Raffaella Vasquez, Group Inside Sales and Support Consultant, rvasquez@idcwin.ca
ACTUARIAL SUPPORT
Nitin Bansal, Director, Actuarial Support nbansal@idcwin.ca (works out of the Mississauga office)
TAX AND ESTATE PLANNING
Frank Abate, National Director, Tax and Estate Planning Toll Free 1-877-742-5432 EXT 3227 fabate@idcwin.ca (works out of the Mississauga office)
WEALTH SERVICES
Graeme Allan, Regional Wealth Leader | Cell: 647-290-1545 | gallan@idcwin.ca
BANKING SERVICES
Vic Raye, National Director, Banking Services Toll Free (888) 338-9888 EXT 7307 vraye@idcwin.ca (works out of the Vancouver office)
ADMINISTRATION
Eva Lee, Receptionist/Administrative Assistant EXT 5221 elee@idcwin.ca
CONTRACTING - contracting-on@idcwin.ca
Marc Choi, Contracting Specialist EXT 5232 mchoi@idcwin.ca
NEW BUSINESS newbusiness-markham@idcwin.ca
Viola Chan, Case Specialist EXT 5222 vchan@idcwin.ca
Grace Manga, Case Specialist EXT 5233 gmanga@idcwin.ca
Annie Ng, Case Specialist - Life & Investments EXT 5235 ang@idcwin.ca
Alice Wong, Case Specialist EXT 5223 awong@idcwin.ca
Joyce Lee, Case Specialist EXT 5225 joyce.lee@idcwin.ca
Beverley Reynolds, Case Specialist EXT 5226 breynolds@idcwin.ca
INVESTMENTS
Annie Ng, Case Specialist/Investments EXT 5235 ang@idcwin.ca
(Mississauga)
Jonathan Dietrich, Head of Advisor Experience, Cell: (647) 627-8945 jdietrich@idcwin.ca
Vanessa Scott, Director, Advisor and Sales Development vscott@idcwin.ca 647-533-0476
Wendy Keruzore (remote location), Manager, Advisor Experience (includes APEXA Support) EXT 3226 (forwards to cell) wkeruzore@idcwin.ca
Lara O'Callaghan (remote location), Executive Sales and Events Lead, Advisor Experience EXT 3252 locallaghan@idcwin.ca
Myta Garaygay (remote location), Sales and Operations Specialist, Advisor Experience Cell: 437-778-9565 mgaraygay@idcwin.ca
