Gordon Berger is rich with knowledge in the field of financial management.
He has been in the financial services business since 1970. As an MDRT Life Member, he has achieved Special  Life and Qualifier Member of "Top of the Table", an accomplishment awarded to less than 400 agents in the world. Recently, Gordon was admitted to the "Quarter Century Club", a division of MDRT, reserved for those who have been continuous members for 25 years or more. He has qualified 37 times.

Gordon has made numerous appearances on both television and radio. He was most recently seen on TV Ontario's "Money Blues", and has appeared regularly on "Money Talks" on CHFI Radio, and makes frequent guest appearances on CFRB. He has also appeared on TV Ontario's "Small Business" program. Gordon has participated as co-author of various books, such as "Power of Money" and "Turnaround, The Complete Canadian Guide". Gordon is a co-author of the "Canadian Guide to Tax Planning, Benefits and Compensation for Executives and Managers, “as well as a new book that is currently being launched "The Essential Individual Pension Plan Handbook"

Gord has served on a discussion panel at the Financial Services Industry Summit, and has lectured at the University of Toronto, York University, The Schulich School of Business, the Canadian Bar Association, and CCH Canadian Limited, as well as a lecturer to many Accounting & Law firms and professional study groups.

He has been extremely active for his entire adult life in community services such as President of the Kidney Foundation, Chairman of the Cash for Life Lottery of Ontario, in the executive capacity of Jewish Family & Child Services, Jewish Vocational Services, Director of Mount Sinai Hospital, and current member of Board or Governors of Mount Sinai Hospital.  He has served on the Board of Directors and was Chairman of the corporate fund raising campaign for the Toronto Symphony. Gord is currently finishing his responsibilities as Treasurer of Jewish National Fund, Toronto, and the Board of Hebrew University. He is also a  past  President of ORT Canada.

Gord’s passion for the past five years is to continue to build a charity that he started, that continues to grow, feed, and educate underprivileged children in the Toronto community at large in the area of computer technology & study skill habits.  He has acted in a fund raising capacity for Baycrest Home for the aged. Lastly, Gord is involved with several charities in helping them develop strategic plans to ensure their success in the future.

Contact Gord
Telephone: 416.499.4222 x228
Email: gberger@panfinancial.com

Bob joined PanFinancial in 2000 after working in the financial services arena for the past 20 years.
Bob's career includes executive positions with Transamerica, Unum, ING Life/NN Financial, and management positions with MONY Life and North American Life.

Bob has a strong background in risk management, strategic planning, underwriting, claims, customer service administration, change management and team building.

At PanFinancial, Bob manages the internal business processes, information technology, and staff, with a focus on the definition, design and implementation of quality processes. He will also be involved in broker support, relationship management and strategic planning.

Bob received his bachelor's degree from McMaster University, Ontario and is a Fellow, Life Management Institute, Associate, Customer Service and an active member of the Head Office Life Underwriters Association, Canadian Association of Disability Underwriters, Canadian Institute of Underwriters, and the Institute of Home Office Underwriters.

Bob has also achieved the prestigious “Court of the Table” membership in MDRT.

Contact Bob
Telephone: 416.499.4222 x 239
Email: bkirk@panfinancial.com

Richard Segal was born and educated in Johannesburg, South Africa where he obtained his Bachelor of Commerce degree.
He entered the life insurance business in 1977 and was a Qualifying and Life Member of the Million Dollar Round Table.  He is among the top 1% of insurance agents who qualified for Top of the Table status.
He was granted the Chartered Life Underwriter (CLU) designation in 1982.  He is past President of the Toronto CLU Chapter and is a past Trustee of the CLU Institute.  Richard also organized the first national CLU conference.

Richard has been offering financial planning to clients since 1984, and is a Certified Financial Planner (CFP).  He is a past Director of the Ontario Chapter of the Canadian Association of Financial Planners and a past President of the Scarborough Estate and Financial Planning Council.

He appeared regularly on “Money Talks”, a CHFI Radio program dedicated to the discussion of money matters.  He also appeared weekly on CP 24’s “Closing Bell”, TVOntario’s “Small Business” program, Rogers Cable’s “Financial Planning” series and a live national financial planning question and answer program on Global TV.

Richard has spoken at seminars for numerous organizations including the University of Toronto, Seneca College, and CCH Canadian Limited.  He is currently a board member for the Integrative Management Challenge run by the Rotman School of Management at the University of Toronto.

He is a co-author of “Wealth Creation for the Salaried Executive” which is a Canadian guide to executive and managerial compensation and tax planning.

Richard’s charitable work includes being a member of Rotary International for a number of years and an organizer of an annual golf tournament for the Boys and Girls Clubs of Canada.

Contact Richard
Phone: 416.987.4514
Email: rsegal@panfinancial.com