5705 Cancross Court, Suite 200 | Mississauga, Ontario L5R 3E9
Tel (905) 366-3866 Toll Free 1-877-742-5432 Fax (905) 366 3877
Investment Fax 905-361-0688 OR 1-844-905-0688
General Inquiries: Info-Miss@idcwin.ca
EXECUTIVE
Phil Marsillo, President and CEO EXT 3216 pmarsillo@idcwin.ca
Greg Osmak, Executive Vice President, Sales and Marketing EXT 3876 gosmak@idcwin.ca
Margaret Lyne, VP, Operations, Eastern Canada EXT 3265 mlyne@idcwin.ca
Don Hart, VP, Training and Development EXT 3263 dhart@idcwin.ca
Chris Connelly, Executive Vice President, Strategy and Advisor Experience 437-879-5739 cconnelly@idcwin.ca
COMPLIANCE
Eric Wachtel, Chief Compliance Officer EXT 3228 ewachtel@idcwin.ca
Loraine Pereira, National Assistant Compliance Officer EXT 3204 lpereira@idcwin.ca
BUSINESS DEVELOPMENT, SALES & MARKETING
Dave Pike, Business Development Executive EXT 3260 dpike@idcwin.ca
Olyana Grod, Business Development Executive EXT 3210 ogrod@idcwin.ca
Brett Medland, Business Development Executive 226-219-7849 bmedland@idcwin.ca
Lara O'Callaghan, Marketing Coordinator & Executive Assistant EXT 3252 locallaghan@idcwin.ca
Victor Sousa, Director, Distribution Support EXT 3273 vsousa@idcwin.ca
ACTUARIAL SUPPORT
Nitin Bansal, Director, Actuarial Support EXT 3230 or 416-451-5420 nbansal@idcwin.ca
TAX AND ESTATE PLANNING
Frank Abate, National Director, Tax and Estate Planning EXT 3227 fabate@idcwin.ca
WEALTH SERVICES
Graeme Allan, Regional Wealth Leader East | Cell: 647 290 1545 | gallan@idcwin.ca (works out of Markham, Ontario office)
BANKING SERVICES
Vic Raye, National Director, Banking Services Toll Free (888) 338-9888 EXT 7307 vraye@idcwin.ca (works out of the Vancouver office)
IDC WIN BIG
Wendy Keruzore (remote location), National Digital Sales & Marketing Specialist, APEXA Support EXT 3226 (forwards to cell) wkeruzore@idcwin.ca
Lara O'Callaghan (remote location), Marketing Coordinator & Executive Assistant EXT 3252 locallaghan@idcwin.ca
Myta Garaygay (remote location), Digital Sales & Marketing Specialist Cell: 437-778-9565 mgaraygay@idcwin.ca
ADVISOR SERVICES
Annaliza Williams, National Operations and Process Specialist EXT 3267 awilliams@idcwin.ca
CONTRACTING - contracting-miss@idcwin.ca
Elisa Goncalves, Manager, Contacting & Licensing EXT 3225 egoncalves@idcwin.ca
Nightingale Aspiras (Nighty), Contracting Specialist EXT 3215 naspiras@idcwin.ca
Nicole Ibarra, Contracting Specialist EXT 3237 nibarra@idcwin.ca
COMPENSATION - compensation@idcwin.ca
Angela Lall, Compensation Specialist EXT 3259 alall@idcwin.ca
Daniel Vicencio, Compensation Administrator dvicencio@idcwin.ca
Armandeep Thind, Compensation Administrator & Block Transfers EXT 3278 athind@idcwin.ca
NEW BUSINESS - newbusiness@idcwin.ca
Lena Wong, Acting Director, Operations - Ontario EXT 3238 lwong@idcwin.ca
Debbie Nojadera, Case Specialist EXT 3231 dnojadera@idcwin.ca
Jerremy Evangelista, New Business Administrator & Administration Team Lead - Mississauga and Markham EXT 3284 jevangelista@idcwin.ca
Shirley Agustin, Case Specialist EXT 3255 sagustin@idcwin.ca
Neera Chopra, Case Specialist EXT 3242 nchopra@idcwin.ca
Maria Goncalo, Case Specialist EXT 3261 mgoncalo@idcwin.ca
Yasmin Zakaria, Case Specialist EXT 3211 yzakaria@idcwin.ca
Jessie Asinas, Case Specialist EXT 3232 jasinas@idcwin.ca
Sharon Quiney, Case Specialist EXT 3256 squiney@idcwin.ca
Laurel Gray (Contract), Case Specialist EXT 3239 lgray@idcwin.ca
INVESTMENTS - investments@idcwin.ca
Maria Lo Bianco, Senior Investment Case Specialist EXT 3207 mlobianco@idcwin.ca
Claudia Joseph, Investment Case Specialist EXT 3220 cjoseph@idcwin.ca
Yana Dvorska, (Contract) Investment Administrator EXT 3229 ydvorska@idcwin.ca
ADMINISTRATION - reception@idcwin.ca
Ria Joseph, Administrative Assistant EXT 3257 rjoseph@idcwin.ca
Farrah Boado, Mailroom Coordinator EXT 3223 fboado@idcwin.ca
Carina Erum, Receptionist EXT 3212 cerum@idcwin.ca
IDC WIN HelpDesk - helpdesk@idcwin.ca EXT 3333