ABOUT

Shelley Bertram of Bertram Insurance in Buckhorn, OntarioWELCOME TO MY SITE

I’m Shelley Bertram Fallis, Life Insurance Broker and Financial Advisor – ‘Proudly Serving Clients Since 2001’

Have a look around the site…There’s lots of product information for consumers relating to insurance & financial products. Also check out my Blog page and feel free to comment on the articles. I also post articles of interest in a quarterly E-Newsletter – click here to sign up.

 

MISSION STATEMENT

Bertram Insurance & Financial Services is a company founded on pride and trust. I pride myself in associating with companies that provide quality products, service and support. A client’s trust is paramount to me and it is my mission to work hard on your behalf, to build a rapport, provide choices, and help you as a consumer to understand the products you are purchasing. After the sale, you can depend on me to continue to provide you with the level of support that you expect and deserve.

Read more about my Products & Services or get a deeper insight into my practice with the Client Disclosure Document

MY MENTOR:

Back in 2001, I had the privilege of being introduced to Mr. William Tansey of Tansey Insurance Services Ltd., a Managing General Agent (MGA) in British Columbia who, at that time, was looking for agents in Ontario to promote his NW Legacy Plan now called Family Compass Plan. Through this association with Mr. Tansey I was able to grow a substantial book of business for myself selling no-medical life insurance plans along with traditional insurance products, and in 2004 founded Bertram Insurance & Financial Services.

STAYING CURRENT: In order to stay current, and keep on top of the constantly changing landscape of the financial services industry, I continue to educate myself by regularly attending seminars, financial summits, watching webinars, and staying connected to the continual flow of media input through emails, financial newspapers & television and social media. I subscribe to the most current software version of LifeGuide that compares insurance plans and prices of all the major carriers while staying current with changes and updates in the marketplace.

CONTINUING EDUCATION & EXTRA COURSES: LogiQ3 Underwriting Courses; Financial & Retirement Planning, Estate Planning & Probate, Small Business/Corporate Insurance, Investment Funds Institute of Canada – Mutual Funds Course. I also regularly attend seminars, webinars and financial summits for continued education.

FINTRAC

I stay current and am compliant with the FINTRAC requirements for the insurance & financial industry which includes a strategic plan for handling and implementing regulations surrounding suspicious transactions around money laundering and terrorist activity financing.

ASSOCIATIONS

IFBC: Independent Financial Brokers of Canada

ADVOCIS: Peterborough Chapter

WBN: 2007-2015 Women’s Business Network – Peterborough, ON

NETWORKS

FAO: Financial Advisors Only

  • Online forum for professional insurance agents, financial advisors, mutual fund representatives and security brokers from across Canada, to carry on non-partisan discussions amongst ourselves – of issues relating to the regulation of our professional activities, compliance, and governance issues, as well as topics of interest.

Linked in: www.linkedin.ca

  • A network filled with industry experts willing to share advice.

Facebook:  Bertram Insurance & Financial Services

COMMITMENT TO SERVICE

  • I commit to give you a level of service that I would want and expect for myself.
  • I commit to work honestly and diligently on your behalf, to provide you with products that suit your specific needs and budget.
  • I commit to review your situation personally, and offer you professional and practical advice for your current and long term goals.
  • I commit to analyzing several plans and reviewing as many insurance companies as required to find the right coverage at the right price.
  • I commit to providing you with options and explaining the products clearly, so that you are fully informed and comfortable in the decision making process.
  • I commit to keeping the lines of communication open with a monthly email called Bertram E-news and will always answer your calls within a reasonable amount of time, so that your needs are handled efficiently and professionally.
  • I commit to taking care of my client’s security and peace of mind for the long term.

Volunteering:

2015-present: Veterans Service Officer, Royal Canadian Legion, Branch 77 Lakefield, Ontario

2015-present: Buckhorn Remembrance Day Committee

2016: Buckhorn Cenotaph Committee

2004-present: Security Committee Chairperson at Buckhorn Fine Art Festival