Our Team
Brad Amlin, CFP
Certified Financial Planner
Brad is the master planner: informed on industry and government changes; committed to the value financial planning provides his clients. He's focused on delivering superior customer service, high end financial plans, and sound insurance and investment advice. His ongoing investment in staff and infrastructure reinforce his goal to be the most client friendly financial planning firm in Canada.
Brad started his financial services career at a large multinational insurance company in 1997. Working closely with other advisors, he developed the skills and earned the designations that are the basis of his knowledge and experience in financial planning.
Terry Townson, CFP
Risk Management Specialist
Terry grew up in the insurance industry. In 1986 she joined her father Bud Townson at Townson & Co. where she learned the importance of helping clients achieve their life goals through sound financial planning. After extensive experience in both financial services and insurance, Terry became the president of Townson & Co., in 2001.
Terry joined Marlatt in June of 2008 and can be counted on for her wealth of knowledge in insurance and risk management. Terry earned the prestigious designation of Certified Financial Planner in 2003.
Heather Amlin
Operations Manager
Heather oversees all of Marlatt’s staff and client relations and is also responsible for managing financial administration and back office initiatives. Heather has taken the lead role in Marlatt’s exciting branding initiative, helping to create a fresh new image for the company, as well as expanding services to meet clients’ unique needs.
Heather began her financial services career when she joined Peter Marlatt’s downtown Toronto practice in July 2000. By December that year, Peter moved his practice to Oakville and on October 1, 2003, Heather and Brad became joint owners of Marlatt.
Lore Fat
Marketing Coordinator
Lore is a multitasking powerhouse. She excels in managing client relations and assisting with high end investments and insurance sales, Lore is Brad and Terry’s quarterback. Her goal is to keep clients for life and she works towards this by getting to know clients on a personal level, maintaining contact throughout the year and dealing with any needs, issues or suggestions. She also provides invaluable help with the administration of investment accounts.
After emigrating from Romania to Canada in 2003, Lore entered the financial services business and has never looked back. Her strong knowledge of Marlatt products and processes, and a passion for the profession, ensures that you receive impeccable service.
William Ronald (Ron) Lawrence
Para-planner
Ron is a dream weaver. When the planning file is given to Ron he looks at your short and long term goals, your current situation and your estimated financial outlook. Then he develops a comprehensive report that examines your ability to achieve your goals. He looks for weaknesses or risks that could prevent you from meeting your objective and he develops strategies to ensure your dreams are fulfilled.
Ron is a University of Toronto graduate in math. He has over 35 years experience in insurance and finance. His career roles include underwriter, claims adjuster, risk manager, insurance broker, corporate secretary, company officer and director and community college instructor. Ron joined Marlatt in 2005.
Seija Bokalo
Marketing Assistant
After 25 years at both the branch and head office level of a major Canadian insurance company, Seija’s wish was to work in a smaller office. She came to Marlatt in late 2001 and has been with us ever since!
Seija assists in implementing investment changes and processing product sales. She strongly values her personal contact with clients and is happy to answer any administrative questions about your investment accounts.
Laura Brown
Marketing Assistant
Laura is our front-line team member, responsible for reception and the administration of all life and risk management products. A former Sheridan College student, Laura is currently pursuing studies to attain life insurance-related accreditation.
Marlatt provides Laura with a rich learning environment, full of experienced veterans with key knowledge to share. She is excited and eager to learn from the best and move forward with Marlatt into the future.
Helen Chantaj
Operations Assistant
Helen joined the Marlatt team in 2007 on a part time basis to help "keep us organized". She has been invaluable in helping every team member with various marketing projects, research and the day to day operations of keeping our office running.
