Alec is our President and CEO who has worked in the industry since 1985. He founded Crossgrove & Company Inc. in (1988) and oversees all three branches of the company (Wealth Management, Personal Insurance as well as Group Health and Retirement Benefits).
Certified Health Insurance Specialist (CHS)
Registered Health Underwriter (RHU)
Chartered Financial Consultant (CHFC)
Chartered Life Underwriter (CLU)
Certified Financial Planner (CFP)
Licenses: LLQP, CSC
Degree: B.A., Carleton University
Jules LalondeDirector of Wealth Management
Jules has been working in the industry since 1999. He joined the Crossgrove & Company firm in 2002. His primary focus is financial planning, wealth management and “Trustee” Group Plans.
Chartered Life Underwriter (CLU) – 2004
Certified Hedge Fund Specialist – 2003
Certified Financial Planner (CFP) – 2001
MBA Finance, Laurentian University – 2001
HBSc Biochemistry, Laurentian University – 1996
Cindy Barter-RubicVP of Group Benefits
Cindy has been working in the industry since 1986 and has been a member of the Crossgrove & Company Inc. team since 2000. Her primary focus is on Group Health benefits administrative sales, service and support.
Licenses : LLQP-2000
Sherry McDonaldGroup Retirement and Investment Specialist
Sherry has been working in the industry since 2007; she joined the Crossgrove & Company Inc team in 2011. Her primary focus is on Wealth management and Group Retirement administrative sales, service and support.
Legal Administrations, Cambrian College 1986
Peter CrossgroveBusiness Development Specialist
Peter has acquired a great deal of new business across individual living benefits, group health benefits, and estate planning; as well as provides service to clients in these areas. His primary focus is on management, and client acquisition and care.
Honors Business Administration (HBA) from Richard Ivey School of Business 2017
Christy TarioIndividual Life and Living Benefits Specialist
Christy has been working in the industry since 2005, she joined the Crossgrove & Company Inc team in 2011. Her primary focus is on personal insurance administrative service and support.
Advertising Degree, Cambrian College 2003
Devon CrossgroveExecutive Assistant
Devon began working for Crossgrove & Company Inc in 2007. Her primary role with the firm is in the customer service department.
Hannah CrossgroveMarketing and Communications Coordinator
Hannah has a wealth of experience in both advertising and public relations within the health care and philanthropic industries. Hannah's primary role is to coordinate integrated marketing and communication plans for Crossgrove & Company Inc.
Bryce BarnaOrganizational Development Specialist
Bryce brings many years of experience streamlining internal processes among and between existing departments, improving their ability to effectively interface with one another, as well as with both clients and prospects. His primary focus is change management, process development, and support.
LLQP - 2018
MBA Business Management, Canisius College – 2008; BSc. Business Management, Canisius College - 2007