The McQuillan Group Management Team

Thomas P. McQuillan, BA, CLU, CFP, TEP, CHS

Founder and Chairman

With over 60 years of industry experience, Thomas (Tom) P. McQuillan has become one of the most trusted faces in Canadian insurance. After graduating from the University of Toronto with a Bachelor of Arts degree in Political Science and Economics, Tom entered the insurance business and quickly found his passion. Since 1957, Tom has assisted thousands of clients to identify their insurance needs, set their goals and objectives and establish their financial security.

In addition to his accreditation as a Chartered Life Underwriter (CLU), Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP) and Certified Health Insurance Specialist (CHS), Tom is also an active member of Advocis, Estate Planning Council of Toronto and a founding member of The Conference for Advanced Life Underwriting (CALU).

Edward T. McQuillan, CFP, CLU, CHS

President

Edward has earned the trust and confidence of insurance companies and affluent Canadian families since he joined his father at The McQuillan Group in 1998. Edward’s analytical style and passion for problem solving have served his clients well by delivering effective, customer-focused solutions. His mission is to deeply listen to clients and provide strategies that synchronize their goals providing clarity for their family, business and financial affairs.

Edward is an active member of Advocis and the Conference for Advanced Life Underwriting (CALU). He is also a board member of the Advocis Protective Association (APA) and a member of a PAR Advisory Board. Edward holds his designations as a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Certified Health Insurance Specialist (CHS). Edward believes in giving back to the community: he is a board member of the Kensington Health Centre, which is a not-for-profit 350-bed long-term care home; and Circle 21, which raises money for the Down Syndrome Program at SickKids, The Hospital for Sick Children in Toronto.

Mary Jane Cruz-D'Annunzio, BA, CFP, CLU

Vice-President, Operations / Compliance and Privacy Officer

After graduating from York University with a Bachelor’s degree in Mathematics for Commerce, Mary Jane joined The McQuillan Group in 1999 where she has worked in various areas of the firm. Initially, she was responsible for the administration and customer service of the firm’s investment portfolio. Currently, she manages the firm’s operations including administration, insurance licensing, compliance and human resources. She is also involved in case management and works closely with Tom and Edward McQuillan during the financial and estate planning process.

Mary Jane has attained her Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations and is an active member of Advocis.

GRAHAM WEST, BCOMM

Employee Benefits Consultant

MAGGIE KLISOURAS, BCOMM, CFP

LIFE ADMINISTRATIVE MANAGER

LILY CHEN, MSC, CPA, CGA, CPM

CONTROLLER

To learn more:
Call: 416-865-0224
or 1-800-558-8914 (in Canada)