Belton Financial Services Ltd.
Belton Financial Services Ltd.

Meet the Belton Team

ROGER BELTON - President
• Over 28 years of benefits, insurance and investment experience
• Member of CALU, Advocis, Top of the Table, Life Member of MDRT
• Licensed across Canada and has held licenses in the U.S.
• 10 year joint venture with AON Reed Stenhouse
• Areas of expertise include: Group Benefits & Group Retirement Plans, Specialty Products, Corporate Life Insurance, Executive Compensation, Special Case Underwriting, Disability Case Management




KASEY BOISSELLE, B.Comm (hons)
GBA–Group & Individual Benefits Specialist

• Joined Belton Financial Services Ltd. in 2007
• Managed 400+ Employee Benefits accounts for one of Canada’s largest group insurers
• Graduate and Gold Medalist – I.H. Asper School of Business
• Group Benefits Associate (GBA) through Certified Employee Benefits Specialist (CEBS) program – Dalhousie University
• 10 years experience in family owned and operated business
• Areas of expertise include: Group Benefits, Living Benefits, Drug Plan Management, Plan Member Communication, Health & Wellness Initiatives


JANIE CHANG – Office Manager & Advisor
• Joined Belton Financial Services Ltd. in 2006
• Life and Accident & Sickness Licensed
• Over nine years industry experience with one of Canada’s largest insurance companies & an independent brokerage
• Over twelve years experience in office administration
• Award winning Marketing Associate and a staff trainer with one of the largest insurers in Canada
• Individual and group risk, investments and pension administration, office management and administrative supervisor




JACQUELINE SY - Administrative Assistant
• Business Administration diploma with a double major in Marketing and Administration
• Over five years of experience in the financial services industry
• Over nine years administrative office experience
• Individual insurance and investment administration








LANA BELTON - Administrative Assistant
• Second year student at the I.H. Asper School of Business, University of Manitoba
• Working toward B.Comm (Hons) with a double major in Marketing and International Business
• Office coordinator, group benefits and pension administration

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