Terry G. Windrem– Senior Partner

Terry joined The Protectors Group in 1984. Terry is a successful licensed practitioner who specializes in planning for independent and family business owners. He has gained the respect of other professionals such as lawyers and accountants by working as a team player to provide advice on financial issues, business succession, estate planning, wealth creation and retirement planning. He has received the National Quality Award for the Canadian Association of Insurance and Financial Advisors for 21 consecutive years. Terry has been the recipient of the Peterborough Readers Choice Award for Financial Planning and The Protectors Group was named the Favourite Investment Company of 2003. He is also an invited member of CALU (The Conference for Advanced Life Underwriting), which is restricted to individuals who meet high professional standards. He is a founding member of the Kawartha Rotary Club. He is active in community fundraising and supportive of the Trent Valley Literacy Association.

   Jaymes Winch - B.A., CLU, Senior Consultant

Jaymes joined The Protectors Group in 1986. Business owners and Professionals rely on Jaymes’ advice in the areas of risk management and estate planning in order to achieve their long-term financial goals. A Trent University graduate, Jaymes has lived in Peterborough since 1968. He is an active volunteer in the community having served on many boards and committees – Member of United Way’s Charitable Givings Committee, Chair of Finance for his church’s board, Local Membership chairperson for the Insurance Association “Advocis” and member of his church’s Memorial Fund Committee.

   Rob Smith– Associate

Rob joined The Protectors Group in September 1993, after three years with a major Insurance company. Rob has extensive experience with Life and Disability Insurance, combined with exposure to Group Insurance Health issues. A life long Peterborough area resident, Rob is a member of the Peterborough Old-Timers Hockey League and active in youth sports with his family.

   Don Shaughnessy– Associate

Don earned a degree in mathematics from the University of Waterloo in 1968 and stood in the top 20 in Canada in the Chartered Accountants’ entrance exam in 1971. He is a retired partner in a large international public accounting firm and a partner in a software development business. Prior to joining the Protectors Group in 1996, he operated a life insurance agency specializing in tax effective wealth accumulation and risk management for business owners. With the Protectors Group, he adds business succession and estate planning. Don has developed and presented seminars for numerous groups including the Ontario Institute of Chartered Accountants, Life Underwriters Schools, The Canadian Bar Association, The Canadian Association of Chartered Life Underwriters, CIBC, Peel Institute of Applied Finance, various agricultural organizations, trade organizations, businesses, clubs, and national and local Chambers of Commerce. He has had published more than 200 articles on financial planning. Don and wife Margaret live in Peterborough and are active in matters relating to education and poverty.

   Brian Mackenzie - Associate

Brian joined The Protectors Group in 2004, bringing with him 25 years of related experience. A 15-year resident of Peterborough, he recently retired from his management role with an international financial firm where he specialized in recruiting, training, and counseling financial professionals. He has been a Chartered Financial Planner (CFP) since 1993. In 2000 he was honored as the first Canadian to be awarded the Chartered Leadership Fellow designation (CLF) by the American College in Bryn Mawr, Pennsylvania. Brian's extensive leadership experience provides a unique perspective to his work as a Life and Financial Planning Consultant, offered on a referral basis to Protectors' clients. Brian takes a holistic approach to financial planning, which gives clients the vision they need do what is important to them-financially, and personally. "You've worked for your money- your money should work for you." Brian and his wife Lois are involved in local church, music and public service work. They are also active in inter-cultural relations, especially in the Russian and Korean communities.

   Denise Irwin– Administrator

Denise joined The Protectors Group during its inception in 1984. Denise has brought administrative expertise to The Protectors Group, after four years in Public Relations with a large Toronto firm and eight successful years in Customer Service with two major insurance companies. She is continually involved in ongoing education and therefore, is skilled and knowledgeable to implement “state of the art” business technology in The Protectors Group business office.

   Barbara Lynch– Client Service Representative

Barb joined The Protectors Group in 1990 after thirteen years with a major Insurance company. Barb’s outstanding ability to communicate effectively with our clients, superior design and presentation skills combined with her broad insurance background make her an effective member of The Protectors Group. A life long resident of Peterborough, Barb and her family are strong community advocates.

   Heather Stelzer– Reg. N., B.A., Business Development

Heather joined The Protectors Group in 2003. She has held several progressively responsible public and private sector positions, most notably in Senior Management for an International Health Care Organization. Having also owned her own business, Heather has a strong understanding of management, accountability, marketing and customer service. She is an active member in the community and is a four-time recipient of the City of Peterborough Community Betterment Award. She is currently co-chair of the Peterborough C.C.A.C. and a board member of several local organizations.