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Professional resources

Our Benefit Specialists

We provide education to our clients about the day-to-day administration of a group plan. We can ensure a smooth transition whether setting up your group benefits with a new insurance carrier or reviewing your plan with your existing insurance carrier. We will also streamline a plan that is suitable for your company and your employees.

Paul Hauk**

Paul HaukPaul is originally from Grenfell, Saskatchewan and grew up in Regina. He graduated from the University of Regina in 1993 with a Bachelor of Administration degree.

Paul entered the insurance industry in 1995 and has loved his time working with several major insurance carriers in Disability and Group Insurance. He has built many long lasting relationships and friendships over the years.

Paul has been married to Ann, his wife and wonderful business partner, for nine years and has two children, Jennifer and Sean and one granddaughter, Blythe.

Paul has a passion for Canadian Blood Services; he has currently made over 260 donations and hopes to continue this for many years to come.

Ann Hauk**

Ann HaukA native Calgarian, Ann’s career in the insurance business started in 1973. From 1989 – 2002, she worked at several major insurance firms where she gained product knowledge in all facets of the insurance industry, but primarily worked in the Customer Service area in Employee Benefits. Ann became actively involved in The Benefit Specialists Corp. in 2002.

Ann has been married to Paul for nine years and has two children, Jennifer and Sean, and one granddaughter, Blythe.

Sean Murray**

Sean MurraySean is also a native Calgarian. His career started in the insurance business in October 2007. Prior to this Sean completed his real estate certification program.
Sean is in the process of going through the Life License Qualification Program (LLQP) and plans to be licensed at the end of January 2009.

Our mortgage broker, Mark Herman**

Mark is the number two mortgage broker at Canada’s largest, fully-independent mortgage brokerage, Mortgage Alliance.

He has 10 years of professional customer service experience at large and small companies, including 3 years at Hewlett Packard – the world’s largest computer manufacturer.

He was awarded a Bachelor of Commerce with a major in Economics from the University of Calgary in 1992. In 2003, Mark completed his Master’s degree in Finance at Herriot-Watt Business School at the University of Edinburgh which is regularly rated as one of the top 10 business schools in the world by The Economist. He is the only mortgage broker with an MBA originating mortgages in Canada.

Mark’s business partner was the Senior Mortgage Escalation Officer at a trust company. She has 14 years of mortgage experience and has underwritten more than $18 billion in residential mortgages.

Together, they head a team of 6 full-time mortgage professionals and complete both residential and commercial mortgage transactions all across Canada. Mark is a regular speaker and presenter on economics and mortgage data throughout Canada and often quoted in the media.

 

*Mutual Funds offered by Sun Life Financial Investment Services (Canada) Inc.

**Sun Life Assurance Company of Canada and its affiliated companies or their representatives do not endorse, sponsor nor are affiliated or associated with such third party individuals and/or organizations and make no representations or warranties with respect to any services, products or advice provided by these individuals and/or organizations.