About W.A. Pakeman & Associates Ltd.

William Pakeman, REBC, GBA, RHU, EPC

Registered Employee Benefit Consultant
President of W.A. Pakeman & Associates Ltd.

Upon graduation from Jefferson College in 1971 with a Liberal Arts degree, Bill started his respected profession in the Insurance Industry. After 14 successful years with London Life in personal production and management, he moved with his wife, Betsy and 2 daughters to his beloved home in the Prescott area where he is involved in his favorite community as local Augusta Township Counselor, and past president and current acting membership director of the Prescott & District Chamber of Commerce. Bill is life licensed in the province of Ontario. He is also a member of Advocis and has enriched his service to his clients by years of post graduate education in earning the designations of Registered Employee Benefit Consultant, Group Benefits Associate, Registered Health Underwriter and Elder Planning Counselor. Bill especially enjoys his focus on Group Benefits and working with Business owners in developing business succession plans. As a broker he is able to provide products from all the major Canadian Insurance agencies that best suit the needs of each business and their employees. Bill looks forward to meeting with you and sharing a cup of coffee together.

Betsy Pakeman, CFP, REBC, EPC, GBA, RHU

Certified Financial Planner

Betsy is Bill Pakeman’s spouse of 38 years and has worked with Bill in the Insurance industry since 1985. She is life licensed in Ontario. Betsy is also a member of Advocis and through post graduate education has earned her designations of Registered Health Underwriter, Group Benefit Associate, Registered Employee Benefit Consultant, Elder Planning Counselor and Certified Financial Planner. The education behind these designations, help provide optimal service to her respected clients. Betsy is an integral part of our team, providing service in all areas, including Group Benefit quotations and also enjoys her roll as retirement specialist, helping her clients save for their future and then provides service at retirement and beyond.

Angel Harwood, RHU

Financial Security Advisor

Angel joined the company in 2002 after being approached by Bill and Betsy because of their focus on the needs of their client’s future. It was important to them to have a successor to ensure the individual life insurance client’s needs were taken care of long after their retirement. Angel graduated with honours in 1995 from St. Lawrence College registered nursing program, and has post graduate education as a Registered Health Underwriter. She is Life licensed in Ontario. She is also member of Independent Financial Brokers of Canada and enjoys her area of Individual: life, disability and health & dental coverage. As a broker, Angel is able to approach the major companies in Canada, to help ensure the needs of her clients are met and the plan fits the individual. As a wife and mother of 2 she understands the need for proper planning and protection of the family unit.

Roger Rhodes, CFP, EPC

Certified Financial Planner
Elder Planning Counselor

Roger has been a Brockville resident for more than 50 years. He worked at Phillips Cables for 25 years and has been in the financial services sector for 17 years.

His experience includes The Co-operators Insurance, Clarica/Sun Life, and the Bank of Montreal. He is now independent working in association with W. A. Pakeman and Associates.

Roger is a Certified Financial Planner and an Elder Planning Counselor. He currently holds a Life and Accident and Sickness Licence for the Province of Ontario and is a member of Advocis, The Financial Advisors Association of Canada.

He can offer his clients the full range of products through W.A. Pakeman and will also provide fee for service if so desired.

Roger’s other interests include, curling, golf, and his cottage. He resides in Brockville with his wife Sheila.

Jim Chapman

Financial Security Advisor
Group Broker

Jim’s career has included 14 years in Communications prior to his move into the Insurance Industry. With over 24 years experience; specializing in Individual, Retirement and Financial Security Planning; Jim has recently retired from a major Insurance Company to focus in the Group Benefits area of Insurance; servicing Business and their employees. Jim has worked with W. A. Pakeman over the past 10 years, through the Chambers Group Insurance Program, as part of his Insurance Portfolio and is pleased to now be part of W. A. Pakeman & Associates; specializing in Group Employee Benefits. Jim Chapman, along with his wife Wendy of 38 years, have two grown children and continue to live in the Kemptville area; Oxford Mills, Ontario, which is part of the Municipality of North Grenville; the fastest growing community in Eastern Ontario, a Community that is ... Green and Growing!

O. Roy Whaley, EPC

Financial Security Advisor

Roy was born in Smith Falls, Ontario. Raised and educated in the Brockville area where he currently resides with his wife Linda. They have 2 children and 3 grandchildren.

Roy started in the insurance industry in 1996. He is licensed for life and health insurance in Ontario. Roy is a member of the Independent Financial Brokers of Canada. He has studied and earned the designation of Elder Planning Counselor. He continually takes courses and attends seminars to remain up to date on all new products and regulations.

After working at Phillips Cables for 24 years and losing his group life insurance and family health plan, Roy knows first hand the importance of having a good personal insurance plan in place. Through personal experience as an executor he is very aware of how important it is to have your private affairs in order to avoid the government becoming an unwanted beneficiary to your estate. Having lost his father at age 58, his brother and an uncle at age 41 and his best friend at 46 he has a passion for helping others with their life insurance and family planning. Working with W.A. Pakeman & Associates Ltd. allows Roy the freedom to work with many insurance companies to ensure you are receiving the best possible product for your hard earned premium dollars.