Ross H. Allen B.A.
President

• President of Ross H. Allen Financial Services Inc. 1994
• Founding partner and president of Beacon Financial Group 1998
• 30 years as a broker of life insurance and investment products
• Member of local and national Life Underwriters Association for 30 years
• Recipient of various life insurance awards and chairman of numerous insurance sub-committees
• Knowledgeable and fully licensed in all aspects of mutual , venture, and segregated funds, as well as various tax advantaged life insurance policies
• Level II Life Insurance License

Allen Robert Thompson B.A., M.Ed.
Vice President

• Resident of St. Catharines for over 35 years
• Former President and current member of St. Catharines Tennis Club and Rotary Club of St. Catharines
• President of A.R. Thompson Financial Services Inc.
• Founding partner and Vice President of Beacon Financial Group 1998
• Over 26 years of experience in the investment industry
• Experienced in Pension transfers, severances and personal investment products
• Graduate of the Canadian Securities Course
• Level II Life Insurance licence

Gregor McDonald, CFP.
Certified Financial Planner

• Resident of St. Catharines for over 50 years
• Past President & Past Treasurer of The Kiwanis Club of St. Catharines and the Kiwanis Park Apartments
• Owner of Vision Financial Planning, a Fee for Service Financial Planning company
• Certified Financial Planner since 1998
• Mutual Fund Licensed since 1982
• Life Licensed since 2000
• Specializing in comprehensive personal financial planning using the Vision Works life planning software.