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Insurance:
Ed Weinstein. Over the past 20 years, Ed has developed
and executed more than 400 studies in Financial Services for clients around
the world. Ed has run several syndicated insurance studies including Independent
Distribution and Small Business studies. Ed also developed the test blueprint
for the OSC’s Financial Planner exam. Ed has conducted international
projects on behalf of Fidelity, Allstate, Citigroup, ABN-Amro, IOSCO, BNP
Paribas, UBS and many others. His domestic clients in Canada have included
most major life insurers and banks, as well as the OSC, CSI and the Department
of Finance. His practice focuses on identifying emerging trends and opportunities
in financial services. Ed holds a PhD in Measurement & Evaluation (Applied
Statistics) and is also a licensed Industrial Psychologist.
Denis Taylor. Denis brings over 30 years experience in
the financial services industry to his work at The Brondesbury Group. In
his career working in the life insurance industry, Denis focused on the
marketing of group benefits, including life, health and retirement products.
In recent years, Denis has worked on a wide variety of projects in financial
services focusing on product development. He has authored courses for training
professionals on group products and has worked with a major bank to market
life insurance products for businesses.
Brian Woolsey. Brian has been a senior interviewer for several
years, after a career in the federal government. He has interviewed benefits
consultants for a syndicated study of capital accumulation plans, as well
as for various proprietary studies like our recent broker and consumer studies
for the OSC Investor Education Fund. Brian has been licensed for both life
insurance and mutual fund sales in Ontario.
Lori Bottrell. Lori is a research consultant with a specialization
on focus groups and analysis of qualitative data, such as verbatim responses
from interviews. Specially trained in the use of N6 software for qualitative
analysis, she provides unique insights into our interview findings. In addition,
Lori often interviews senior level respondents and plays an active role
in data management and preliminary data analysis. Over the last four years,
Lori has participated in well over 30 projects including several studies
for the insurance industry.
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The Brondesbury Group, 144 Front St. West, Suite 650,
Toronto, Canada, M5J 1G2
Tel: 1.416.585.2414
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Fax: 1.416.979.9159
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email: info@brondesbury.com |
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