Headquarters:
425-6755 Mississauga Road, Mississauga, ON L5N 7Y2
Year founded:
2007
Number of employees:
665
Phone:
1 866 842 2783
Email:
contact@cartepartners.ca
Website:
cartefinancial.ca
LinkedIn:
linkedin.com/company/cartefinancial
“We offer complete end-to-end no-code digital claims. Unlike other options, it can be configured fast, implemented even faster, and can digitally wrap around legacy platforms to plug the gaps no longer suitable in the post-COVID world”
Paul Stanley,
360Globalnet
Read on
IB Top Brokerages
Award Winner
SHIELDED INSURANCE BROKERS
Award Winner
CARTE RISK
MANAGEMENT INC.
Jorge Ramos, CFP, CLU, TEP, CHS
National Director of Advanced Planning
Anj Kaur
Director
James Harding
Chief Operating Officer
Leadership
With over 30 years of experience in the insurance industry, Jorge Ramos uses his vast range of knowledge and skill to assist Carte advisors in large, highly complex insurance opportunities. He has also developed and trademarked a series of insurance products that deliver the best ideas to the insurance industry together under a unique brand called AssurePlan. Strategies such as legacy banking, estate protector, and retirement protector are available to Carte advisors as well as fully customized and professionally packaged for each client.
National Director of Advanced Planning
Jorge Ramos, CFP, CLU, TEP, CHS
Anj Kaur has extensive experience in the insurance industry. Before joining A-Kan Insurance, she was a State Farm agent for 10 years. She holds a degree in business and computers.
Director
Anj Kaur
James Harding brings over 20 years of experience to 360Globalnet, spanning a range of disciplines from insurance and loss adjusting, to specialist outsourcing and ventures with Paul Stanley. At Conversant Data, he helped the company undertake ground-breaking work in investigative psychology with Portsmouth University. He is a 360Globalnet director and a keen Portsmouth supporter.
Chief Operating Officer
James Harding
SPECIAL REPORT
Home
Bio
“We offer complete end-to-end no-code digital claims. Unlike other options, it can be configured fast, implemented even faster, and can digitally wrap around legacy platforms to plug the gaps no longer suitable in the post-COVID world”
Paul Stanley,
360Globalnet
“Now, we have much more frequent recognition awards because we want to celebrate people staying at CAAT and recognize the contributions that they bring to the organization”
Julie Giraldi,
CAAT Pension Plan
Read on
Award Winner
CARTE RISK MANAGEMENT INC.
Julie Rodilosso
Global Sales Director
Anj Kaur
Director
Jorge Ramos, CFP, CLU, TEP, CHS
National Director of Advanced Planning
Leadership
Headquarters:
425-6755 Mississauga Road, Mississauga, ON L5N 7Y2
Year founded:
2007
Number of employees:
665
Phone:
1 866 842 2783
Email:
contact@cartepartners.ca
Website:
cartefinancial.ca
LinkedIn:
linkedin.com/company/cartefinancial
With over 30 years of experience in the insurance industry, Jorge Ramos uses his vast range of knowledge and skill to assist Carte advisors in large, highly complex insurance opportunities. He has also developed and trademarked a series of insurance products that deliver the best ideas to the insurance industry together under a unique brand called AssurePlan. Strategies such as legacy banking, estate protector, and retirement protector are available to Carte advisors as well as fully customized and professionally packaged for each client.
National Director of Advanced Planning
Jorge Ramos, CFP, CLU, TEP, CHS
Anj Kaur has extensive experience in the insurance industry. Before joining A-Kan Insurance, she was a State Farm agent for 10 years. She holds a degree in business and computers.
Director
Anj Kaur
Julie Rodilosso is an exceptionally multi-talented entrepreneur with a successful track record of generating rapid growth in multinational and start-up businesses within the insurance and fintech sectors. She has over 30 years of experience and is recognised as a key industry figure in the UK general insurance market. In 1995, Julie founded Rarrigini & Rosso Group, which rapidly became the largest independent provider of fleet insurance in the UK.
Global Sales Director
Julie Rodilosso
SPECIAL REPORT
Home
Bio
For the second year running, Shielded Insurance Brokers has claimed the number-one spot among IB’s Top Brokerages. In 2020, it was record-setting growth that drove the company’s impressive success. This year, says managing director Stuart Brady, the key ingredient behind the win is the Shielded culture. Brady is proud of the shared vision for constant improvement across all aspects of the business. “We are thrilled to take out the win again, and it’s hats off to the team for their hard work over the past year,” he says.
“Now, we have much more frequent recognition awards because we want to celebrate people staying at CAAT and recognize the contributions that they bring to the organization”
Julie Giraldi,
CAAT Pension Plan
“Our tech contributes to a more efficient future where, for example, live steaming video with customers to investigate damage was once a gimmick. It’s now the norm – unless a physical visit is absolutely necessary”
Paul Stanley,
360Globalnet
Read on
Award Winner
CARTE RISK MANAGEMENT INC.
Cindy Martel
Vice President,
Finance
Anj Kaur
Director
Jorge Ramos, CFP, CLU, TEP, CHS
National Director of Advanced Planning
Leadership
Headquarters:
425-6755 Mississauga Road, Mississauga, ON L5N 7Y2
Year founded:
2007
Number of employees:
665
Phone:
1 866 842 2783
Email:
contact@cartepartners.ca
Website:
cartefinancial.ca
LinkedIn:
linkedin.com/company/cartefinancial
SPECIAL REPORT
Home
Bio
With over 30 years of experience in the insurance industry, Jorge Ramos uses his vast range of knowledge and skill to assist Carte advisors in large, highly complex insurance opportunities. He has also developed and trademarked a series of insurance products that deliver the best ideas to the insurance industry together under a unique brand called AssurePlan. Strategies such as legacy banking, estate protector, and retirement protector are available to Carte advisors as well as fully customized and professionally packaged for each client.
National Director of Advanced Planning
Jorge Ramos, CFP, CLU, TEP, CHS
Anj Kaur has extensive experience in the insurance industry. Before joining A-Kan Insurance, she was a State Farm agent for 10 years. She holds a degree in business and computers.
Director
Anj Kaur
Julie Rodilosso is an exceptionally multi-talented entrepreneur with a successful track record of generating rapid growth in multinational and start-up businesses within the insurance and fintech sectors. She has over 30 years of experience and is recognised as a key industry figure in the UK general insurance market. In 1995, Julie founded Rarrigini & Rosso Group, which rapidly became the largest independent provider of fleet insurance in the UK.
Global Sales Director
Julie Rodilosso
For the second year running, Shielded Insurance Brokers has claimed the number-one spot among IB’s Top Brokerages. In 2020, it was record-setting growth that drove the company’s impressive success. This year, says managing director Stuart Brady, the key ingredient behind the win is the Shielded culture. Brady is proud of the shared vision for constant improvement across all aspects of the business. “We are thrilled to take out the win again, and it’s hats off to the team for their hard work over the past year,” he says.
Julie Rodilosso
Global Sales Director
Julie Rodilosso is an exceptionally multi-talented entrepreneur with a successful track record of generating rapid growth in multinational and start-up businesses within the insurance and fintech sectors. She has over 30 years of experience and is recognised as a key industry figure in the UK general insurance market. In 1995, Julie founded Rarrigini & Rosso Group, which rapidly became the largest independent provider of fleet insurance in the UK.
Global Sales Director
Julie Rodilosso
James Harding
Chief Operating Officer
James Harding brings over 20 years of experience to 360Globalnet, spanning a range of disciplines from insurance and loss adjusting, to specialist outsourcing and ventures with Paul Stanley. At Conversant Data, he helped the company undertake ground-breaking work in investigative psychology with Portsmouth University. He is a 360Globalnet director and a keen Portsmouth supporter.
Chief Operating Officer
James Harding
James Harding
Chief Operating Officer
James Harding brings over 20 years of experience to 360Globalnet, spanning a range of disciplines from insurance and loss adjusting, to specialist outsourcing and ventures with Paul Stanley. At Conversant Data, he helped the company undertake ground-breaking work in investigative psychology with Portsmouth University. He is a 360Globalnet director and a keen Portsmouth supporter.
Chief Operating Officer
James Harding
Cindy Martel
Vice President, Finance
Cindy Martel earned her CMA (CPA) designation in 1995, and gained extensive experience while working in the private sector, fulfilling various leadership roles in the areas of finance and human resources. She joined the Fillmore Construction team in 2014 as controller and progressed into her current role as VP of finance in 2021.
Vice President, Finance
Cindy Martel
Cindy Martel
Vice President,
Finance
Cindy Martel earned her CMA (CPA) designation in 1995, and gained extensive experience while working in the private sector, fulfilling various leadership roles in the areas of finance and human resources. She joined the Fillmore Construction team in 2014 as controller and progressed into her current role as VP of finance in 2021.
Vice President, Finance
Cindy Martel
Julie Rodilosso
Global Sales Director
Cindy Martel earned her CMA (CPA) designation in 1995, and gained extensive experience while working in the private sector, fulfilling various leadership roles in the areas of finance and human resources. She joined the Fillmore Construction team in 2014 as controller and progressed into her current role as VP of finance in 2021.
Vice President, Finance
Cindy Martel
Carte Risk Management is the insurance MGA arm of Carte Financial Group, which also includes a mutual fund dealer, Carte Wealth Management. Both companies are licensed in every province of Canada, including Quebec. Carte is proud of its mission “to be Canada’s #1 choice for independent advisors in technology, experience and freedom”.
A clear focus on technology enables Carte’s advisors and staff to seamlessly transition to working from home. This dedication to adopting the best technology is also a key factor in Carte being rated as the #1 independent investment dealer for the last three years in a row based on the Investment Executive’s Dealer Report Card.
“Now, we have much more frequent recognition awards because we want to celebrate people staying at CAAT and recognize the contributions that they bring to the organization”
Julie Giraldi,
CAAT Pension Plan
Brent Fillmore
Founder
Cody Woolf
Director, Health, Safety and Environment
Karen Bannister, CM
Vice President, Marketing
Sarah M Stewart
Associate Vice President,
Leasing and Call Centre Operations
Fillmore Construction was founded by Brent Fillmore in 1991. He was looking to start his own small construction business and the opportunity presented itself with many repeat client relationships. Through lessons learned from 13 years of managing projects, developing business and holding various VP roles with his previous employer, Brent formulated his own approach to running his company. He knew that the key to success was based on relationships and bringing repeated value to them. He was dedicated to the idea that one does not need hundreds of clients and instead must focus on ensuring that a smaller pool of clients was given the best service possible. With over 40 years of construction management experience Brent has remarkable expertise in nearly every facet of the construction industry.
Founder
Brent Fillmore
Cody Woolf joined the Fillmore team in 2011 and holds the title director of health, safety and environment. He is a Canadian Registered Safety Professional (CRSP). He also has extensive safety experience and background in criminal justice, which provides a depth of experience for the implementation of Fillmore Construction’s health and safety program. Cody is responsible for creating a positive and safe work environment and strives to promote safety as not only a policy but a lifestyle. He has initiated and implements a range of health, safety and environmental features that have been of critical importance to the overall safety objectives, operations, and profitability of Fillmore Construction. The results of his impact are evident in the positive statistical results and policies that have been developed since he joined the company and the emphasis on safety program development.
Director, Health, Safety and Environment
Cody Woolf
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the Mini-MBA, Essentials of Management program at Schulich School of Business, and most recently completed the Communications and Leadership Program at The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.
Associate Vice President, Leasing and Call Centre Operations
Sarah M Stewart
Brent Fillmore
Cody Woolf
Sarah M Stewart
Associate Vice President, Leasing and Call Centre Operations
Karen Bannister, CM
Vice President, Marketing
Cody Woolf
Director, Health, Safety and Environment
Fillmore Construction was founded by Brent Fillmore in 1991. He was looking to start his own small construction business and the opportunity presented itself with many repeat client relationships. Through lessons learned from 13 years of managing projects, developing business and holding various VP roles with his previous employer, Brent formulated his own approach to running his company. He knew that the key to success was based on relationships and bringing repeated value to them. He was dedicated to the idea that one does not need hundreds of clients and instead must focus on ensuring that a smaller pool of clients was given the best service possible. With over 40 years of construction management experience Brent has remarkable expertise in nearly every facet of the construction industry.
Founder
Brent Fillmore
Cody Woolf joined the Fillmore team in 2011 and holds the title director of health, safety and environment. He is a Canadian Registered Safety Professional (CRSP). He also has extensive safety experience and background in criminal justice, which provides a depth of experience for the implementation of Fillmore Construction’s health and safety program. Cody is responsible for creating a positive and safe work environment and strives to promote safety as not only a policy but a lifestyle. He has initiated and implements a range of health, safety and environmental features that have been of critical importance to the overall safety objectives, operations, and profitability of Fillmore Construction. The results of his impact are evident in the positive statistical results and policies that have been developed since he joined the company and the emphasis on safety program development.
Director, Health, Safety and Environment
Cody Woolf
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the Mini-MBA, Essentials of Management program at Schulich
School of Business, and most recently completed the Communications and Leadership Program at
The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.
Associate Vice President, Leasing and
Call Centre Operations
Sarah M Stewart
Brent Fillmore
Founder
Karen Bannister, CM
Vice President, Marketing
Cody Woolf
Director, Health,
Safety and Environment
Sarah M Stewart
Associate
Vice President, Leasing and Call Centre Operations
Fillmore Construction was founded by Brent Fillmore in 1991. He was looking to start his own small construction business and the opportunity presented itself with many repeat client relationships. Through lessons learned from 13 years of managing projects, developing business and holding various VP roles with his previous employer, Brent formulated his own approach to running his company. He knew that the key to success was based on relationships and bringing repeated value to them. He was dedicated to the idea that one does not need hundreds of clients and instead must focus on ensuring that a smaller pool of clients was given the best service possible. With over 40 years of construction management experience Brent has remarkable expertise in nearly every facet of the construction industry.
Founder
Brent Fillmore
Cody Woolf joined the Fillmore team in 2011 and holds the title director of health, safety and environment. He is a Canadian Registered Safety Professional (CRSP). He also has extensive safety experience and background in criminal justice, which provides a depth of experience for the implementation of Fillmore Construction’s health and safety program. Cody is responsible for creating a positive and safe work environment and strives to promote safety as not only a policy but a lifestyle. He has initiated and implements a range of health, safety and environmental features that have been of critical importance to the overall safety objectives, operations, and profitability of Fillmore Construction. The results of his impact are evident in the positive statistical results and policies that have been developed since he joined the company and the emphasis on safety program development.
Director, Health, Safety and Environment
Cody Woolf
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the
Mini-MBA, Essentials of Management program at Schulich School of Business, and most recently completed the Communications and Leadership Program at The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Sarah M Stewart has more than 15 years
of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation
of the company’s internal customer
service department.
Associate Vice President,
Leasing and Call Centre Operations
Sarah M Stewart
“Our tech contributes to a more efficient future where, for example, live steaming video with customers to investigate damage was once a gimmick. It’s now the norm – unless a physical visit is absolutely necessary”
Paul Stanley,
360Globalnet
“Our tech contributes to a more efficient future where, for example, live steaming video with customers to investigate damage was once a gimmick. It’s now the norm – unless a physical visit is absolutely necessary”
Paul Stanley,
360Globalnet
Before the COVID-19 pandemic, digital adoption from insurers was slow and organic, and often experimental in nature. Certain aspects of operations were seeing digital solutions being introduced, but businesses fundamentally remained manual despite customers’ increasing demand for digital engagement.
However, the pandemic was a catalyst for adoption overnight. Instantly, insurers needed no-touch claims and struggled with physical site visits due to lockdowns. Besides, customers only wanted digital services, but insurers simply weren’t ready for digitalisation.
This is where 360Gobalnet’s no-code technology is so transformative. 360Globalnet introduces a new era of insurance claims management by digitising the entire claims lifecycle from first notice of loss to settlement. Policyholders are provided with a frictionless customer experience in line with the rest of their contemporary consumer lives. Supply chain orchestration and automation slash the operational cost of claims management.
“We offer complete end-to-end no-code digital claims,” says Paul Stanley, CEO of 360Globalnet. “Unlike other options, it can be configured fast, implemented even faster, and can digitally wrap around legacy platforms to plug the gaps no longer suitable in the post-COVID world. As such, whilst in lockdown, demand for 360Globalnet technology massively
ramped up.”
Overnight, the company was able to help multiple global insurers go digital, rescue BI insurers from drowning, and reinvigorate legacy systems no longer fit for the future. Volumes were scaled and new customers were deployed without a hitch, and demand for end-to-end no-code digital claims continues to accelerate. By meeting this challenge, 360Gobalnet proved the power of no-code technology, delivering speed and efficiency where hard-coded solutions would fail – and it has enabled the company to adapt quickly in the same way it does their clients.
“We’ve done all this with sustainability in mind, too,” says Stanley. “Our tech contributes to a more efficient future where, for example, live steaming video with customers to investigate damage was once a gimmick. It’s now the norm – unless a physical visit is absolutely necessary. Our video technology has saved over 250,000 driven miles in the last 12 months.”
“We offer complete end-to-end no-code digital claims. Unlike other options, it can be configured fast, implemented even faster, and can digitally wrap around legacy platforms to plug the gaps no longer suitable in the post-COVID world”
Paul Stanley,
360Globalnet
LinkedIn:
linkedin.com/company/cartefinancial
Website:
cartefinancial.ca
Email:
contact@cartepartners.ca
Phone:
1 866 842 2783
Number of employees:
665
Year founded:
2007
Headquarters:
425-6755 Mississauga Road, Mississauga, ON L5N 7Y2
![](https://media-s3-us-east-1.ceros.com/key-media/images/2022/04/22/c18f6904bfd394a0e6b1d2224cb0c43b/carte-risk-logo-01.png)