Administration

Greg Roach CIP, CAIB

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Kyle Thompson, CAIB

The insurance industry has taken Kyle accross Canada and back. He has over 15 years experience in the industry and uses his extensive knowledge daily to support our entire team. Kyle stays on top of policy and procedure changes and has become an industry leader in insurance technology and systems, always with a focus on improving the customer experience. Kyle joined us in 2007 upon his return to the Maritimes from Calgary and holds his CAIB.
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Margie White, Controller

When Leona told us it was time to retire in 2014 we panicked, how could we ever replace her? That worry was for nothing. Margie quickly gained our confidence that all our financial and Human Resource needs were in order and well taken care of. Margie also continually provides us with great advice and guidance on all aspects of our business.   

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Business Insurance Team

Heather Hilton CIP

Joined the team in 2003 and has been in the insurance industry for over 25 years. Heather quietly and calmly deals with every challenge put in front of her. She sees complex business insurance situations as a challenge and not an obstacle and always finds a solution for her clients. you probably know Heather, Peter and their 3 sons from their many years in Nova Scotia's hockey rinks.   
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Andrew Raymakers CAIB

Andrew joined us in 2008 after honing his client relationship skills with a large telecommunications company. Andrew has a passion for business and business people and loves to find out what is important to them and their operations. Andrew received his Broker Accreditation (CAIB) in 2013 and is currently working on completing his CIP.

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Steve Roach

Steve has spent his entire working life in all aspects of insurance. His specialty however, is farm insurance.  His clients are his friends and as such he has a deep desire to make sure they are properly protected.

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Matthew Robblee CAIB, CIP

Matt joined us in 2004 after beginning his working life in the restaurant business. Matt has a passion for insurance and for building relationships in his professional and personal life. Matt has his CAIB designation and his CIP and is currently a director of the Insurance Institute of Nova Scotia.

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Pierre-Luc Roy

Pierre joined us in 2014 after more than 10 years as a commercial underwriter with a large insurer. From his experience, he certainly understands the challenges businesses face and what they deal with everyday. He is able to provide expert advice to his clients, helping them choose the best solution for their business. Pierre lives in Dartmouth where he loves to play hockey and golf. He commutes to our Elmsdale office each day.  

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Amy Taylor CIP

Amy joined us in 2014 after working as a Commercial Underwriter at a large insurer. Amy is totally committed to our business clients' best interests. This is evidenced by her completion of the Chartered Insurance Professional designation recently. Her calm and pleasant personality makes her a joy to be around and work with.

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Personal Insurance Brokers - Truro

Shelley Clattenburg

Shelley joined our team in 1988 and has since enjoyed more positive feedback from clients then anyone we can think of. For many clients, Shelley is Caldwell-Roach. Always eager to make a joke, share a story or just listen. Shelley has a connection to our clients that we all strive to achieve.

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Lindsey Graham BA, CAIB

It's unique for someone to have a great sense of humor and desire to make others laugh while at the same time being completely professional in all her business dealings. Thats what Lindsey brings to our office every day. A true pleasure for all of us and our clients too. Lindsey joined us in 2008.

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Andrea Higgins CAIB

Andrea received her BA from Saint Mary's University in 2000. After a few years teaching in Korea Andrea returned home and worked in customer service positions at a local firm. Andrea joined our team in 2010 and achieved her CAIB in 2013. She is currently working on her CIP. 

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Breanna Macleod B. Comm., CIP

Breanna has been working the the insurance industry for the past five years. First in claims for a large Canadian insurer, and then in commercial lines for a Broker. Breanna has found her niche though, working with clients on their home, auto and recreational policies. We constantly get positive feedback from Breanna’s clients who go out of their way to tell us what a great experience they have had.  

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Shaunna Mowatt-Densmore BA (Hons), MA

Shaunna joined us in 2016 but worked with us in her previous career as a successful sales executive. When we found out she wanted a career change we knew she would be just right for us and more importantly our clients. Always eager to learn and grow, Shaunna never stops smiling, even when she’s studying something new.  

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Sarah Mullins

Sarah is a perfectionist! Her attention to detail and desire to cover all the bases elevates all of our games. If Sarah is looking after you - relax - nothing will be overlooked. Sarah joined our team in 2011.

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Leah Reeves

Leah began her Insurance career in claims adjusting with a local firm. She then joined a large direct insurer where she honed her skills for 5 years in property, farm and commercial insurance. Leah always takes the time to get to know her clients which is in ironic because when not at work, Leah, Jason and sons Lucas and Riley never slow down.

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Natalie Stevenson

Natalie brought her experience as a Claims Adjuster to our office in 2013. Natalie quietly goes about her business of ensuring her clients have the best coverage and options that we have available.  

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Tara Sullivan

Tara Started with us in Elmsdale in 2013 after 5 years at a direct insurer. We then moved her to Truro to be closer to her home. Then we moved her to Pictou for the Summer of 2016 to establish our new location there. Tara is back with us in Truro now but who know’s where she’ll help out next. We’re so lucky to have someone who only wants the best for her clients and us and is willing to do whatever and go wherever she is needed..

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Jordan White BBA, CAIB

Jordan was a golf professional in his previous life. We recruited him after seeing his ability to connect with people and his passion for customer service. Jordan quickly learned the insurance business and now uses his talents to ensure his clients have the coverage they need while enjoying the experience of working with someone that truly cares. Jordan joined our team in 2011 and holds his CAIB designation.

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Personal Insurance Brokers - Pictou

Sean MacDonald B. Comm.

Sean joined us in 2016. He has an extensive background in commercial insurance with a large Canadian Insurer. Sean’s resume included him being a former captain of his Junior Hockey team and has played competitive hockey in Europe and the US. We knew that Sean was going to be a team player and would settle for nothing more than a best effort…we were right. Sean recently moved to the Pictou area and looks forward to working with our clients on their home, auto and business insurance.

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Janet MacLellan

Janet joined Caldwell Roach in January 2017 but has worked in the insurance industry for over 25 years. As a long time resident of Pictou County, Janet is anxious to ensure her neighbors and friends get the coverage they need from the many available options a large, independent brokerage offers.

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Personal Insurance Brokers - Elmsdale

Ashley Bezanson

Sometimes you need to work hard to get what you want. That's what we did to convince Ashley to join us...and was it ever worth it. Ashley is smart, efficient and puts a smile on everyones face. She did a great job for her clients at a Direct Insurer before joining us, and is able to do so much more having the added coverage choice Caldwell Roach offers. Ashley is currently working on her CIP designation.

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Janet Brister

Janet worked with Caldwell Roach from 2003 to 2006 after a long career both with an insurer and at a brokerage. After working with her husband for the past 9 years Janet wanted a change and realized that she missed the daily interactions with her clients and taking care of their insurance needs. We were happy she made that decision, it’s great to have her professionalism, intelligence and great personality back with us.

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Nadene Gillis

Nadene has been working in the insurance industry for over 10 years. Starting out as a receptionist at an Insurance Brokerage she was one of the youngest in the country to obtain her general insurance license. She has since worked at both the broker and insurer level gaining experience and knowledge to ensure that she provides the very best experience for her customers. Nadene enjoys the daily interaction with her clients and is passionate about providing excellent customer service. Nadene joined our team in 2013.

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Rhonda Kelly BSc, CAIB, CIP

After seeing Rhonda's organizational skills and effectiveness in other volunteer roles, we knew we had to have her with us. Rhonda agreed to join us in 2008 and has since completed her CAIB and CIP. With a strong desire to do and learn more every day, Rhonda quickly became a leader in our office. Rhonda is now the person we all rely on for guidance. She uses the qualities she displays at work to also help many organizations around our community. 

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Adelle Long CAIB, CIP

Adelle Joined our team in 2003. She achieved her CAIB designation in 2009 and her CIP in 2015.  Adelle's work ethic and dedication to her clients best interests never ceases to impress us all, we can always count on her. Adelle lives in Elmsdale with her husband Jack and their 5 children.

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Kayla Neynens

If you have had the pleasure of working with Kayla then you know what we mean when we say Kayla is a true friend to our clients. You will not find anyone more committed to the satisfaction of her clients and more caring about their needs. Kayla began with us in 2015.

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Amelia Nolter

We were very fortunate to have Amelia join us in 1999. She had previously worked at another brokerage for many years before that. Her wealth of knowledge is a great asset not only to our clients, but to all us that work with her as well. Amelia was recently featured in an Insurance Brokers Association of Canada video showcasing the value of working with an Independent Broker.

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Sandy Pelzmann

Sandy has made a lot of changes in her life over the past 5 years, including leaving a position with CN Rail and choosing a job that is closer to home and her family. That was great news for Caldwell Roach, as Sandy’s past experience with TD Insurance and strong customer service training with CN Rail make her an ideal broker. Our clients benefit from Sandy’s attention to detail and kind manner.

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Amber Whebby

Amber joined our team in Elmsdale in December 2016 after beginning her career at a large Insurer. Amber is anxious to use her extensive knowledge to help her clients get the peace of mind they need when protecting what is important to them.

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Policy Support

Kathy Atkinson

Kathy joined our team in 2010 after a job placement through a continuing education program. After having her with us for a short time we realized we couldn't live without her. Kathy's pleasant way and attention to detail make her a great complement to our processing department

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Shelley Burgess

Shelley has done just about everything in her career with us but she currently ensures that all our renewals and endorsements are correct and accurate and that everything happens when it’s supposed to. A stickler for detail and perfection, she is the perfect person to provide the last look at policy accuracy.

 

Charlene Fraser

Charlene joined us in 2002 when we purchased BPA insurance. Charlene was one of the big perks of that acquisition. She is a well known member of East Hants and treats every policy as if it belongs to her best friend. Charlene has always spent a lot of time at the Sportsplex watching her sons play competitive hockey. Now she’s doing it again; her grandson Brody was a member of the Pee Wee AAA Provincial Champs in 2016 and her husband and son coached the team!

 

Tracy Vallis

During the winter months we all have a hard time believing that Tracy left Bermuda to work in Canada. She held several positions in Real Estate, Finance and customer service in Bermuda before moving to Canada. Tracy works hard to make sure nothing gets missed on our customer documents and transactions and only settles for perfection. Tracy has been with us since 2002.

 

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