Meet the Team

Our expert team is ready to help from start to finish. First, we will get to know you and your situation to determine which products will work best for you, your business or your family. Then, we will walk you through the paper work and ensure you have everything you need to feel supported in your decision to work with us.

Business Team
 

Nick Mombourquette, BBA, CEBS

Founder & President

I began working in the financial sector in Charlottetown, Prince Edward Island after graduating from Mount Saint Vincent University. It’s not only where I was introduced to the industry—it’s where I found my passion for helping people.

Early in my career, I was fortunate to find an incredible mentor who taught me the importance of finding purpose in my work. This is how I came to find my passion for serving the non-profit community.

Anyone can sell a group benefits program or an insurance policy, but that’s not what I set out to do. I take time to develop relationships and really get to know people. That’s how I determine how I can add real value to your business, agency or personal life.

With over twelve years experience and the Certified Employee Benefits Specialist (CEBS) designation, I bring a wealth of experience and knowledge to help solve your most challenging employee benefits and corporate planning situations. 


I have a beautiful wife and together we have three wonderful children--they are my pride and joy. In my spare time, I enjoy spending time with my family, furthering my education, playing hockey and golf and listening to and playing music.

 

Rod Dickie

Strategic Benefits Partner

I have been providing insurance and investment advice for more than 40 years. I have an affinity for serving the non-profit sector, am a high-level thinker and spend my spare time giving back to my community, enjoying my "Big" family and trying to catch fish.

 

Nicola Wood

Benefits Administration Specialist

I have over 24 years experience working in the insurance industry, both as an independent advisor and as an employee of one of the largest group insurance carriers in Canada. I enjoy negotiating with insurance carriers to ensure that you have stable long-term employee benefits rates. In my spare time I bounce from rink to rink with my husband and children.

 
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