TEAM  

CEO - Steven Frye, CPA, CA, CBV, CFE, MBA
Fluent in English and French, Steven has over 25 years of experience in the insurance industry, supplemented by hands-on experience in other sectors as Chief Financial Officer and as a consultant.

Steven was a consultant in the insurance broker practice at Clarkson Gordon (now Ernst & Young).  He is experienced in a range of specialty services, including strategic business planning and implementation, operations management, acquisitions and divestitures, corporate finance and regulatory matters.

With his partners, Steven has developed and led seminars on the various aspects of brokerage management and operations.

Over a period of ten years, Steven performed spot check audits and investigations on behalf of the Ontario regulatory body The Registered Insurance Brokers of Ontario.

In 2006, Steve became a Certified Gold Seal Auditor, and in 2007 he completed the Lloyd's Canada auditor training course.

 

 

Managing Audit Principal - Eric Walker, CPA, CA, CBV, CFE, MBA
Eric has an established background in providing consulting advice to insurance brokerages, as well as several major insurers.  He is experienced in a broad range of specialty services in operations management, corporate finance, acquisitions and divestitures, valuations, tax, sales and regulatory matters.

Eric has been consulting to insurance intermediaries for over 25 years in evey province of Canada.  Eric was a consultant in the insurance broker practice at Clarkson Gordon (now Ernst & Young).

Recognized by the courts as an expert in the valuation of brokerages, Eric is a Chartered Business Valuator and a Certified Fraud Examiner.  He has developed and led seminars that have been attended by hundreds of brokers on issues ranging from the management of CSRs and producers to enhancing the value of brokerages.

Eric is an advisor to the Ethics Advisory Network, a subcommittee of The Chartered Insurance Professionals Society.

Over a period of ten years, Eric performed spot check audits and investigations on behalf of the Ontario regulatory body The Registered Insurance Brokers of Ontario.

In 2005, Eric became a Certified Gold Seal Auditor, and in 2007 he completed the Lloyd's Canada auditor training course.

 

 

Audit Manager - Karen Rutherford, CCIB
Karen has been active in the insurance industry for over 30 years, first as the owner of a brokerage and then as a consultant in the fields of risk management and broker development.

During her career as a broker, Karen worked closely with the provincial and federal regulators to write and implement broker regulation including the development of standards for continuing education.  As a consultant, she has designed and delivered education programs for Canadian insurance companies, brokers and other businesses.

In 2000, Karen created a software program (Crisis Tool) designed to build continuity plans for businesses and it is now recognized as a "Best Practices" standard in North America.  In 2004, she became a Certified Gold Seal Auditor.  Recognized by her peers as an industry leader, she has been awarded the prestigious Jean Charles d'Auteuil Award and the J.D. Thacker Award.

In 2007, Karen completed the Lloyd's Canada auditor training course.

 

 
   
 

   
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