Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Cheryl Roberts has been in the insurance industry for 21 years. She is an experienced P&C and financial services national director – business operations, a community leader, and an entrepreneur dedicated to building business growth models, identifying needs to improve employee capability, and driving excellent client experience results. She is experienced in making lasting business impacts with a proven track record of regional and national operations, insurance brokering, retail branch, and corporate contact centre sales management and relationship management. She is highly skilled at building businesses and operations to deliver profitable results.
Cheryl holds an honours bachelor’s degree in management and economics; is RIBO and LLQP licensed; and is Making Partner Certified, Beyond Best in Class Broker Certified, Event Planning Certified, and Transactional Lean Six Sigma Certified. She is also a member of the Whitby, Oshawa, and Northumberland Chambers of Commerce and an active community member in the Durham Region GTA.
Outside of her career, Cheryl is a wife and mother of two amazing young children. She dedicates her time away from work to building a loving family with a focus on learning and living life experiences as a strong female trailblazing role model, leaving an inspiring life legacy for future generations.
172 King St. E., Suite 300, Oshawa, ON
(905) 723 1169
croberts@mcdougallinsurance.com
linkedin.com/in/cheryl-roberts-8147b784
mcdougallinsurance.com
Cheryl Roberts
Western Ontario Regional Manager
McDougall Insurance & Financial
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Bio
Milestones
“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2003–2008
2008–2012
2012 - 2017
2019–2022
Present
Quality Assurance Manager at Aviva Canada
2003–
2008
Branch Manager at RBC Insurance
2008–
2012
2012–2016: Business Development Manager at Bryson Insurance Brokers
2014–2016: Vice President, Bryson Financial and Director of Learning and Development for Bryson & Associates
National Director, Insurance Operations at Hub Financial
2012 - 2017
2019: One of the authors of The Courage to Change: 12 Powerful and Brave Stories of the Courage to Transcend Beyond the Darkness
2019–2022: Lead P&C regional operational growth from 24% profit margin to 32%
2022: Recognized as one of Insurance Business Canada’s Elite Women
2019–
2022
Western Ontario Regional Manager at McDougall Insurance & Financial since 2019
Present
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones