The McQuillan Group Management Team

Edward T. McQuillan, CFP, CLU, CHS

President

As President of The McQuillan Group Inc., Edward has earned the trust and confidence of affluent Canadian families since he joined The McQuillan Group in 1998. Edward’s analytical style and talent for problem solving have served his clientele well by providing financial security and tax-effective solutions for their families and businesses. His mission is to truly listen, provide clarity and synchronize their personal, business and financial objectives. Edward has also developed strong relationships with Canada’s leading insurance companies which have helped him provide superior service in an efficient and timely manner.

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 former board member of the Kensington Health Centre and Circle 21.

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.

MAGGIE KLISOURAS, BCOMM, CFP

LIFE ADMINISTRATIVE MANAGER

Yathoorshan Sreetharan, BComm

Product Analyst, Insurance & Investments

LILY CHEN, MSC, CPA, CGA, CPM

CONTROLLER

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