The right information makes it easier to find your way.
The people at WP Financial make complicated subject matter understandable. They are prompt in providing vital information when decisions must be made regarding our Employer Benefits Package. Anyone would benefit not only from their expertise in this field but also from their patience and loyalty to their clients.HR Generalist
20 years and growing.
After working for a large insurance company for several years, Geordie Watson and Ilija Parojcic decided to open their own business. As friends and coworkers they had a vision to create a service-oriented company that would focus on supporting the benefits and pension needs of Aboriginal communities. Several of the clients that started with Geordie and Ilija in 1994 are still working with them today; a testament to the strength of the business and the relationships that have been built.
Ilija immigrated to Canada from the UK at the age of 11. He believed his first visit to Canada was a family holiday but he should have known something was up when his ‘holiday’ involved picking tomatoes! “When are we going home?” Ilija asked. “Mi sada zivimo ovdje” his Serbian parents told him, “this is where we now live.” Farm life was tough enough but more troubling for Ilija was leaving behind his orange chopper bicycle and his beloved bell-bottoms. But not to worry, he’s made up for those early losses with his sharp fashion sense and nice wheels. Ilija’s Eastern European heritage and time growing up on a farm in Dunnville helped to develop his ‘farmer’s appetite’ and love of food. Roast lamb on a spit is his favourite! A graduate of both Mohawk College and Brock University, Ilija has built a fantastic entrepreneurial career over 27 years. Known as thoughtful, dependable, and a person whose ear you can bend – Ilija relies on his strong sixth-sense to guide his business and personal decisions. Ilija, his wife Beth and their kids call Burlington home.
Cheryl has been with WP Financial for over 8 years. When she’s not working she’s a very busy ‘hockey-mom’. She absolutely loves supporting and encouraging her two sons and their passion for the game of hockey while they attend Brock University. One of the hockey-mom perks is the extensive travel and as result, she’s visited many U.S. destinations. Before joining WP Financial, Cheryl worked at a Brantford-based benefits consulting firm for 6 years. She loves the positive environment and team culture at WP – attributes which help define WP Financials’ uniqueness. Cheryl lives in Brantford with her husband Rob, two sons and four dogs.
Rachel lives in Oakville but has always called Burlington home. A chance meeting with a friend of Geordie’s at a yoga class is part of the reason she’s at WP Financial today — that, and over 15 years of experience in the group benefits consulting industry.
She’s been with WP Financial since 2011. Prior to that she spent most of her formative years at a mid-size benefits consulting firm. She loves working within a smaller team and the WP atmosphere. In her spare time she enjoys exercising, spending time with family and friends and, when time permits, travelling.
Luisa is from a classic Italian family that loves to spend Sundays together eating and rocking out to everything from Johnny Cash to the Nine Inch Nails. Maybe it’s because she’s a first generation Canadian that she’s driven to succeed in her career that has spanned over many years. She’s been at WP Financial for two years now and loves the atmosphere and the family environment. Luisa values being part of the process from start to finish working with clients. Helping them prepare for their future is very rewarding. Luisa has a degree from McMaster in Political Science and History and a diploma from Mohawk for Law Clerk and somewhere between all of that she managed to get married and have two kids, ages 12 and 14. Luisa and her family live in Stoney Creek.
Growing up, Lisa was lucky enough to be able to run free with her two brothers on her family’s hobby farm in Carlisle just north of Burlington. Now she spends her free time with her young son and husband at the hockey arenas and soccer fields. Lisa began her career at Sheridan College which lead to a co-op position within the insurance industry. After 20 years in group administration and client support, she joined the WP Financial team in 2013. Lisa and her family have called Burlington home for a number of years now.
Josh is our newest employee, he joined WP Financial in 2013 and he’s being mentored by Ilija and Geordie. Josh helped run his family’s roofing business before going back to school in finance at Sheridan College. One of his co-op placements was with WP Financial and it ended up being the start of his new career. Josh has always been athletic and enjoys the memories of his lacrosse and hockey careers. He’s even spent time playing for the Rochester Knighthawks pro league lacrosse team. Josh misses his lacrosse days but he’s thrilled to be working with the incredible team at WP Financial.
Jeannine was born and raised in Burlington and today she still calls the city home. Her passion in life is her three children, ages 13, 11 and 18 months. When not busy chasing them, Jeannine enjoys being active and especially taking part in kickboxing classes. She is also an avid sports fan – hockey being her favourite.
Jeannine has over 18 years experience in the financial industry – primarily in a managerial role. She enjoys a smaller firm atmosphere and a more intimate culture and therein lays her primary motivation to join the WP Financial family.
Amy’s bio will be here.
Vanessa is one of the newer members of the team, joining WP Financial at the beginning of 2016. She was born and raised in Pickering Ontario, but now resides in Burlington. She began her career at Humber College which lead to an administrative position in the financial industry. After 8 years in the role of an Administrative Assistant in Toronto, she was happy to join WP Financial and work close to home. The WP team is a bonus! Vanessa is known for her positive energy, patience and dependability. She spends her free time in Haliburton with her family where she can enjoy her love of the outdoors and country music!