604.921.4042 info@eaglefinancial.ca
Share if you like...Share on FacebookTweet about this on TwitterShare on LinkedInShare on Google+Email this to someonePrint this page

Meet the Eagle Bay Team

Nick Calla
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
Vice President/Owner

Ida brings more than 30 years of combined office management experience in her role as operations manager for Eagle Bay Financial Services Ltd. Before co-founding the company she worked in the insurance industry for over 12 years, cultivating a deep knowledge of the industry and building relationships. Her familiarity in organization development theories and methods benefit both the people working for Eagle Bay Financial Services Ltd. as well as the clients we provide services to.

Amanda Willett
Manager, Group Retirement, Licensed Financial Advisor

Amanda has been with Eagle Bay Financial Services Ltd. for nearly 8 years. Throughout this duration, Amanda has been a Licensed Financial Advisor providing services and support to all of our group retirement clients. In 2012 Amanda was appointed as Manager – Group Retirement. Amanda is currently working towards CEBS accreditation and an RPA designation through IFEBP. Amanda is a dedicated resource to plan members of our group retirement clients, providing personalized one on one planning assistance. Amanda is responsible for group retirement business development and ongoing group retirement service.

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

Cory comes to Eagle Bay Financial with over 15 years of experience in the employee benefits industry working with diverse employee groups in the credit union, professional association and multi-employer sectors.

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.

Leanne MacKinnon

Manager, Employee Benefits

Leanne has more than 15 years of experience in the insurance industry working with major insurance companies. She is a licensed insurance advisor and has her GBA designation. Leanne is committed to providing the highest level of customer service and is also responsible for the development of new business.

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 favorite hobbies.

Tiziana Cagnoni
Service Coordinator, Group Retirement, Licensed Financial Advisor

Over ten years of financial and administration experience working for a leading bank and a national insurance company allows Tiziana to provide sound guidance for all of our clients’ group retirement plan administration needs. As one of the senior representatives for Eagle Bay Financial Services Ltd., Tiziana’s professionalism and outgoing personality are of great benefit to our team and to our clients that require quick understanding of their questions as well as prompt solutions.

Her professional motto has always been, “The clients come first”.

Mina Joyce - Group Benefits Coordinator

Mina Joyce
Group Benefits Coordinator

Mina has more than 10 years of experience in the insurance industry working with major insurance companies. Mina`s professionalism guarantees the most cost effective and compatible plans for her clients.

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!

Aj Boz- Marketing and Social Media Coordinator

AJ (Ece) Boz
Marketing & Social Media Coordinator

AJ has built her career in sales with a variety of roles in several industries including tourism, aviation, and transportation. After 7 years of experience, she has decided to shift her focus towards a career in marketing so she moved to Canada and enrolled in a Marketing Diploma at Kwantlen Polytechnic University. She is responsible for the creation and management of all marketing activities and materials you can think of at Eagle Bay.

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 traveling, 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.

Cory Scott (Junior)
Finance Administrator

Cory comes to Eagle Bay with great enthusiasm and an eagerness to learn.  He has just over 2 years’ experience in Accounting, and he takes pride in his accuracy and work ethic. Cory has a Bachelor’s Degree in Economics from Simon Fraser University, and he is currently taking night classes at the UBCin Accounting Program Diploma. He plans on entering the CPA program once he is done with his education.At Eagle Bay, Cory is responsible for all accounting activities, such as managing payroll, reconciling the bank accounts, paying the bills on a timely basis, and completing all journal entries into Simply Accounting.

Cory grew up in Kelowna, BC. He enjoys wake boarding, water skiing in the summer and a huge San Diego Chargers fan. Cory also loves cars so you can see him driving with his Mazda Miata around the city.

Marilyn Hughes
Office Administrator

Marilyn will welcome you to our office with her friendly smile and assist your phone calls with both courtesy and professionalism. She has more than 25 years of customer service in hospitality and liquor industries. She is an efficient worker and a great team member who coordinates everything in the office.

Marilyn is a long-time resident of the North Shore who is raising two daughters. She enjoys spending time with her family and animals.

Richard DiSpirito
Advisor Assistant

Richard is Eagle Bay Financial`s Advisor Assistant and the youngest on the team. He assists the retirement department with day-to-day operations and any projects that arise.

Richard currently is a student at Capilano University, Bachelor of Business Administration- concentrating on International Business and has only 2 semesters left to complete his degree.

Richard was born and raised in Burnaby, British Columbia. He enjoys being extremely active especially spending time in the outdoors, at the gym, playing or watching soccer and golf. Along with these activities, he is also an enthusiastic traveler who has plans to travel the world one day.

Facebook
Twitter
LinkedIn
Google+
SHARE