Client March Newsletter 2024
Win 4 Tickets to a London Knights Playoff Game
We’re giving away 4 TICKETS to Round One, Home Game Two of the London Knights’ OHL Playoff run. The game will be played on Sunday, March 31st at 2:00 p.m. at Budweiser Gardens.
To enter and for full contest details, visit our Facebook, Twitter, or Instagram page!
4 Common Identity Theft Scams & How to Avoid Them
March is Fraud Prevention Month in Canada!
A report from the RCMP showed that Canadians lost over $530 million as a result of fraud and cybercrime in 2022, roughly $150 million more than the previous year.
In our latest blog, we review 4 common identity theft scams and how to avoid them.
Excalibur Team Meeting
Last month, we hosted our annual Excalibur Team Meeting at Cowbell Brewing Co. in Blyth.
We spent the afternoon reviewing each department’s accomplishments in 2023 and setting goals for the year ahead. Our focus continues to be on how we can better serve our clients and community, using both innovative technology and personalized advice from our trained and experienced team of Defenders.
We look forward to continuing to learn and grow together as a team, and we remain committed to the never-ending improvement of Excalibur Insurance. A big thank you to our team for their hardwork and dedication in all that they do!
Fourth Row: Christopher Burton, Ken Colquhoun, Kyla Kennedy, Sarah Gingerich, Krista Rose, Dylan Shervill, Paul Wettlaufer, Jeff Roy
Third Row: Josh Mall, Katrina Clark, Kimberly Laidis, Cindy Pym, Kelsey Bennewies, Lane Ferguson
Second Row: Leigh Crawford, Kellie Round, Stacy Smith, Nerena Goud, Sydney Wettlaufer, Amanda Wood, Una Roy
First Row: Janet Cameron, Jennifer Kramer, Darlene McCowan, Joanne Spylo, Laura Nixon
Absent: Carol Bailey, Cassandra Colquhoun, Kenneth Rios, Justin Damsma, Savannah Nigh, Selina Consitt
It’s Jersey Day for Kyla and Kimberly!
You’ve probably heard us mention Excalibur Jersey Day before.
It’s tradition that when a new staff member reaches their six-month milestone, we host a Jersey Day to award them with their official Excalibur hockey jersey (what’s more Canadian than that?).
Each Excalibur jersey features the team member’s last name on the back and the last two digits of the year they joined our team.
Kyla Kennedy and Kimberly Laidis are the newest Excalibur teammates to receive their jerseys. Congratulations to you both!
Financial Focus: Chris Burton’s Corner
Welcome to Financial Focus with Chris Burton!
This is a new segment in our monthly newsletter that will feature posts discussing financial planning, budgeting, tips for finding a good mortgage rate, managing debt, purchasing life insurance, investing in critical illness insurance, and more.
Our first segment in next month’s newsletter will include information from Chris about why investing in life insurance can help protect our loved ones from financial uncertainties.
Do you have a question for Chris? Email [email protected] and we will try to answer it in a future edition of Financial Focus!
Are Insurance Premiums Tax Deductible in Ontario?
It’s tax season! Which means we are starting to hear this question a lot: Are insurance premiums tax deductible in Ontario?
We answer that question for both auto and home insurance in this blog.
Insurance Partner Spotlight: SGI Canada
Welcome back to our “Insurance Partner Spotlight,” a segment in our newsletter that features our company partners! Since we work with over 40 of Canada’s Top Insurers, our goal is for our clients to better understand the options and speciality products that we have available for them.
This month’s spotlight is on SGI Canada.
SGI first started in 1944, when the Government of Saskatchewan passed what was known as The Saskatchewan Government Insurance Act. From this provincial Crown corporation came about SGI. Now the company operates as SGI CANADA in Saskatchewan, British Columbia, Alberta, Manitoba, and Ontario, and also as Coachman Insurance Company in Ontario. Ever since its inception, SGI’s mandate has been to provide affordable, comprehensive auto insurance coverage. Now, SGI offers competitive property and casualty insurance products via SGI Canada and all its subsidiaries. Today, SGI offers auto, home, tenant, and condo insurance for residents throughout Canada.
March’s Defender Spotlight – Lane Ferguson
March’s Defender Spotlight shines on Lane Ferguson!
Lane has worked in the financial services industry for his entire career. Since joining our team in January 2019, we’ve had clients describe him as incredibly knowledgeable, courteous, respectful, timely, and informative – among other glowing reviews.
Clients enjoy working with Lane because as a young family man himself, he can appreciate the needs and challenges of having a busy family. He brings patience and professionalism to every interaction while always trying to accommodate people’s schedules and preferred methods of contact.
His calm and reassuring personality helps clients maneuver through the complexity of buying their 1st or 15th insurance policy.
If you need a second opinion on your insurance while juggling a fussy baby, running your kids to the dentist, or taking your car to the shop – give Lane a call directly at 519-646-5603!
Thank you, Lane, for your wonderful contributions to our team!
March 31, 2024
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