Meet Our Team
President / Owner
With a diversified background in employee benefits, group retirement and planning, Nick recognized the dire need to bring a higher level of personalized service to the financial services industry. After co-founding Eagle Bay Financial Services Ltd. with his wife Ida, Nick has sought to build his business by providing a workplace that attracts and retains quality employees. His approach to including employees as part of his family is also a process that his company adopts for its clients.
Ida Sue Calla
Manager, Group Retirement | Licensed Financial Advisor
Amanda is a wife, mother of 2 and can be found on the soccer field, cheering for her kids on the sidelines or hiking the North Shore trails with her mini bull terrier Lucy.
Cory St. Jean
Manager, Group Benefits
He is a Certified Employee Benefits Specialist (CEBS), a graduate of the BCIT Human Resource Management Program and believes strongly in lifelong learning.
Cory`s commitment to provide quality benefit plans that meets the needs of his clientele exemplifies his professionalism and expertise. He is passionate about putting the client first, working collaboratively with colleagues and building lasting relationships with all stakeholders. Cory’s professional motto is, “There Is Always A Better Way” and he applies that to all aspects of service delivery to clients.
Originally from Winnipeg, Manitoba, Cory is a lifelong fan of the Winnipeg Jets, an avid curler and golfer, and enjoys travelling, spending time with family and friends and solving puzzles of any kind.
Manager, Employee Benefits
Leanne lives in Coquitlam with her husband, two young daughters and dog, Duke. When she’s not at work you will find her enjoying the outdoors and spending time with family and friends. Skiing, hiking, riding her bike and walking along the many spectacular trails the Lower Mainland has to offer are some of her favourite hobbies.
Service Coordinator, Group Retirement | Licensed Financial Advisor
Her professional motto has always been, “The clients come first”.
Group Benefits Coordinator
According to Mina, the finance industry is all about “building personal connections with clients” therefore she is willing to go above and beyond to strengthen her relationship with them. Mina finds great job satisfaction knowing that she’s made her client’s life easier!
Client Services Representative, Group Retirement | Individual Services
Born and raised in the Lower Mainland, Rita enjoys the outdoors and the many local trails. She lives in Coquitlam with her husband, two sons and Olde English Bulldog, Angus. When she’s not at work you will find her spending time with family, watching her boys play hockey and lacrosse and volunteering her time with Coquitlam Minor Lacrosse. Rita is an avid cook and enjoys shopping at local farmers markets.
Group Benefits Account Representativetative
Lauren started her career in early 2015 working for a national Third Party Administrator in the New Business department providing financial quotes to Advisor partners. Over the years her responsibilities increased as she transitioned to a Client Manager role. She believes in continuous learning and personal development; therefore, she is working towards a GBA designation through IFEBP.
Lauren was born and raised in the tri-cities and currently reside in Maple Ridge with her husband, 2 sons and step-daughter. When Lauren is not at work, you will find her cheering on her children at the hockey rink, lacrosse box and soccer field.
Claims Advocate, Group Benefits Support
Providing exceptional customer service to clients is not just a goal, but the heart of who Shellie is. Therefore, she prides herself on the relationships that she has fostered and maintained over the years. For Shellie ensuring the highest level of professionalism is important when servicing clients.
Shellie lives in Coquitlam with her husband and three teenaged children. As a family, they enjoy the local trails, concerts, movies and travelling. In her free time and when not watching her son plays baseball, Shellie is an avid home decorator, crafter and baker.
AJ (Ece) Boz
Marketing & Social Media Coordinator
AJ loves outdoors; she is a big camper and hiker. She supports Vancouver`s Greenest City goals, therefore, commutes with her bike as her primary mode of transportation. AJ also has a great passion for travelling, sustainable architecture, interior design, and photography. According to her Vancouver is a great subject, therefore, you may come across her out on the street while bicycling and taking pictures, exploring the natural environment in Vancouver.
Marilyn is a long-time resident of the North Shore who is raising two daughters. She enjoys spending time with her family and animals.