On Nov. 7, 2016, Rotarian Ed Keith gave his Classification Talk.
Ed's presented for the entire office and focused first on the staff (Greg Sr., Jane, Ed and Wendy) and the history of their team and brokerage and finished by detailing their operations, services and expertise in the life, health and group insurance industry as well as the financial and investment side.
They focus on a holistic review and service with their clients, concentrating on achieving and maintaining their financial goals.
They are a brokerage, so they have access to multiple industry-leading insurance companies and broker for all of the major companies...
Ed started with Greg (Sr.) and his part of the business. Greg started in the industry in the mid-'80s. Initially, Greg had his brokerage in Saint John (while still living in Sussex), until he expanded to open the existing brokerage in Sussex in 1990. It has continued to grow and expand to new levels for the past 25+ years. Greg is a member of many local groups, too numerous to list here, but is a Past President of the minor hockey league in Sussex, Past President of the Sussex and District Chamber of Commerce, a Rotary Member and the Current President of the local Canadian Parents for French Board of Directors.
Ed's mother, Jane, is the Office Manager (aka the real boss, joked Ed). Jane has been working alongside Greg for several years as the financial planner; she holds both a license in Life Insurance as well as the Mutual Fund Credentials for the Investment / Financial side of the business. Jane is also a believer in being involved in the community and giving back where and when she can and is also involved with the CPF NB Group and is currently the President of the Sussex Vale Transition House Board of Directors.
Ed himself was born in Newfoundland and raised in Sussex. He claimed that he was an interesting student behaviorally in his early years in School and wished Rhoda was there to support his claim. Despite this, Ed did well academically, which made up for the occasional classroom antics. Ed moved on to earn his Bachelor's Degree in History and Political Science and his Master's in Education. Ed spent time in his early career in Education in Rothesay and KV and finished in the Sussex Middle School. Ed joined the Sunshine House Financial Center in 2013 and was recognized in 2014/15 as a Leading Advisor in Atlantic Canada and Quebec and, more recently, in 2015 has been recognized as Leading in New Brunswick and Newfoundland by Freedom 55. In addition to Rotary, Ed is involved with Crosswinds and the CPF and has been involved in sports all his life, both as part of and coaching teams in Sussex.
Wendy joined their team and is the Group Benefits Specialist and Marketing head in the office, she has access to all the major insurers for Life, Health and Group Benefits and offer solutions that fit the customer's needs by working with them to determine the best options for them and building the solution with their markets for both Insurance and Investments.
Rotarian Shelley Vail thanked Ed, and we will have a book donated to the Sussex Library in Ed's Name.