MEET CALLA FINANCIAL TEAM
Building Relationship & Trust
Rely on our successful and experienced team to answer any questions you might have about the world of employee benefits, group retirement, wealth management, and individual insurance products. It’s our business to help you, your business and your employees to feel positive, safe and secure about the future. We recognize the importance of developing a relationship that’s built on trust and dedication. We want to get to know you and your needs so that our recommendations and advice are always based upon your best interests.
Click through our Employee Spotlights to learn more about our team.
President / Owner
Nick Calla is a life-long North Shore resident and a member of the Squamish Nation.
Nick believes that his background and ancestry will be viewed as an asset as he feels that his characteristics align well with the goal of his clients who wish to grow and enjoy success in their own way.
With a diversified background in employee benefits, group retirement and planning, Nick recognized the dire need to bring a higher level of personalized service to the financial services industry. He is passionate about supporting the capacity of organizations and improving the lives of everyone he comes in contact with. Therefore, he has sought to build his business by providing a workplace that attracts and retains quality employees.
Nick believes he is not an Indigenous Businessman but that he is a Businessman who is Indigenous. The distinction is important to Nick as he sees his being Indigenous as an asset and that his ancestry should be viewed as a positive influence in everything he does.
IDA SUE CALLA
Ida brings over 30 years of combined office management, human resources, direct client servicing and finance experience in her role as operations manager for Calla Financial Services Ltd. Ida also has industry negotiation skills as well in working closely with clients and insurance providers. Before co-founding the company, she worked in the insurance industry for over 12 years, cultivating a deep knowledge of the industry and building relationships. Her familiarity with organization development theories and methods benefit both the people working for Calla Financial Services Ltd. as well as the clients we provide services to.
Manager - Group Retirement, Licensed Financial Advisor
Amanda joined the Calla Financial Services Ltd. team in 2008 & has spent the last 13 years working directly with our clients. Her primary duties include leading the retirement team, overseeing plan governance & legislation, ongoing business development & investment solutions. She was appointed as the Manager of our Group Retirement team in 2014.
Amanda is known for her depth of knowledge and experience in the group retirement space and is always looking for new ways to advocate and find solutions that serve the best interests of our clients.
Amanda is a wife, auntie, and proud mother of a son & daughter, ages 18 & 13. She enjoys the outdoors, hiking, biking & exploring with her mini bull terrier Twinkie. Amanda belongs to the Calla family from the Squamish Nation on her father’s side. She grew up & resides in North Vancouver; unceded, the traditional territory of the Squamish, Tsleil Waututh & Musqueam people.
CORY ST. JEAN
Manager - Group Benefits, Client Services
Corey comes to Calla Financial with over 15 years of experience in the employee benefits industry working with diverse employee groups in the credit union, professional association and multi-employer sectors.
He is a Certified Employee Benefits Specialist (CEBS), a graduate of the BCIT Human Resource Management Program and believes strongly in lifelong learning.
Cory`s commitment to provide quality benefit plans that meets the needs of his clientele exemplifies his professionalism and expertise. He is passionate about putting the client first, working collaboratively with colleagues and building lasting relationships with all stakeholders. Cory’s professional motto is, “There Is Always A Better Way” and he applies that to all aspects of service delivery to clients.
Originally from Winnipeg, Manitoba, Cory is a lifelong fan of the Winnipeg Jets, an avid curler and golfer, and enjoys travelling, spending time with family and friends and solving puzzles of any kind.
Account Manager - Employee Benefits, Licensed Financial Advisor
Mina is committed to providing the best service and present professionalism. She is willing to go over above and beyond expectations to provide quality service to organizations she works with. She also provides a positive outlook and motivating her colleagues to do the same, and provides support and assistance to co-workers when needed.
Mina`s new career milestone is to build and establish a new business. She aims for unified communication and coordination for the clients` needs.
Mina enjoys reading, meditating, exercising, and loving outdoor activities such as running and hiking when not working. She is a wife and a mother of three beautiful children. Spending time with family and friends is very important to her. She enjoys travelling to tropical places with my family and building new memories.
Account Manager - Group Retirement, Licensed Financial Advisor
Tiziana has been a valuable member of our Calla Financial for over eleven years. Her Calla experience with more than a decade of experience in a leading national bank and insurance company allows Tiziana to administer elaborate group retirement and benefit plans.
Tiziana's professional personality has been a great benefit to our team and valued clients. She exceeds our client's expectations and commitments.
Long years of experience in the financial services industry have made Tiziana very passionate about her job. Her energy reflects the quality of service she continually provides. Her clients count on her any time of day when they have a question or concern. That's why her professional motto has always been "The clients come first."
When not at work, she loves spending time with her family, travelling, and volunteering with various organizations.
Account Manager - Group Benefits
Denise has joined Calla Financial in June of 2020. Her primary role involves providing service on the Group Benefits plan, answering questions, presenting renewals, and more...
Denise works tirelessly to ensure the client continually has good service and their needs are fulfilled. "I do not believe in "9-5", my responsibilities don't end at 5 o'clock as client issues, challenges, questions don't end at 5", Denise says.
Denise’s job performance elevated her to the position of Intelligence Analyst. Through her hard work and dedication to her craft, she obtained a Life Insurance license in the states of Washington, Montana and Oregon in the U.S.A. Denise held an Accident and Sickness License in British Columbia and Alberta, Canada.
Denise is part of The International Association of Professional Women & The Association of Insurance Women. When not working, Denise enjoys refinishing furniture, Cooking, Decorating, Gardening, Boating, and walking her dog. She was born and raised in Washington State and has two sisters, all residing in the USA. She is the daughter of parents-Father was a chef, Mother was a Psychologist. She has been married for 30 years.
Account Manager - Group Benefits
Jenny joins Calla Financial Services Ltd. with more than 20 years of experience in the insurance industry working with major insurance companies. She is committed to providing the highest level of customer service and has her GBA designation.
Jenny was born and raised in the lower mainland and currently lives in Port Coquitlam with her husband, two young children and a dog, Foster. When she’s not at work you will find her enjoying the outdoors and spending time with family and friends. Running, going to the gym, and walking along the many spectacular trails the Lower Mainland has to offer are some of her favourite hobbies.
Account Manager - Group Retirement
Rick comes to Calla Financial Services Ltd. with over 8 years of experience in the insurance industry. He is a Certified Financial Planner and a Certified Employee Benefits Specialist, helping individuals and groups achieve financial security and freedom no matter their situation and future goals.
Rick was born and raised in the Shuswap area of B.C. He currently lives in North Vancouver with his wife Maricel and son Benjamin.
Rick enjoys spending time with his family and continues his personal growth by learning Spanish and travelling. Rick is a big hockey fan and likes watching the Canucks, especially when they win!
Client Representative - Group Retirement | Individual Services
Rita has more than 25 years of client and customer service experience and has always been committed to providing the highest level of customer service possible. Fostering strong relationships and becoming a trusted partner is Rita’s primary focus.
Born and raised in the Lower Mainland, Rita enjoys the outdoors and the many local trails. She lives in Coquitlam with her husband, two sons and Olde English Bulldog.
When she’s not at work, you will find her spending time with family and friends, watching her boys play lacrosse and volunteering her time with Coquitlam Minor Lacrosse. Rita is an avid cook and enjoys shopping at local farmers' markets for fresh local ingredients.
Claims Advocate & Client Service Representative
Danijela's role is to ease employees' minds with empathy and compassion and get them the answer they need as fast as possible. She joined Calla Financial in September of 2019 and has been working in the Insurance sector since 2010 and the Benefits sector since 2014.
Danijela enjoys cooking, hiking, writing, reading, and running after her toddler when not working.
Danijela was born in Croatia and raised in Germany. Her husband is from the Philippines. They have an 8-year-old Boston Terrier puppy who was named after a comic book villain: Bane. They have a daughter who is two and a half and is a bundle of energy. "It’s never boring in our house.” Danijela says.
Her favourite quote is, “And the day came when the risk to remain tight in a bud was more painful than the risk it took to blossom.” ~Anaïs Nin
Claims Advocate & Client Service Representative
Kelsi is excited to assist our plan members with anything from their plan questions to claims issues. She is an empathetic listener, team player, and expert who likes helping people. Her previous work experience as an Educational Assistant in School District assisting individuals with Special Needs enabled her to develop solid dedication and care for people.
Kelsi has 8+ years of Customer Service experience and she is ready to go above and beyond for those who need help.
Kelsi lives in Maple Ridge with her husband, two children (ages 5 & 3), and three dogs on beautiful acreage. She loves sewing and being creative, animals, and the outdoors. One of her favorite activities is to explore our beautiful province in our trailer & camp with her family and friends.
One of her favorite quotes is, “Be someone’s sunshine when their skies are grey.”
Coordinator - Group Benefits
Lauren comes to Calla with several years of group benefits experience. She started her career in early 2015, working for a national Third-Party Administrator providing financial quotes to Advisor partners, implementing benefits plans for new clients and consulting Advisors on the renewal process. She believes in continuous learning and personal development; therefore, she works towards a GBA designation through IFEBP.
As a Group Benefits Coordinator, Lauren works closely with our insurance carriers to ensure Eagle Bay Financial delivers timely, accurate and competitive solutions to our clients.
Lauren was born and raised in the tri-cities and currently resides in Maple Ridge with her husband, 2 sons and stepdaughter. When Lauren is not at work, you will find her cheering on her children at the hockey rink and lacrosse box.
Ece(Aj) BOZ FULTON
Marketing & Social Media Coordinator
Ece Boz Fulton grew up in Izmir, Turkey, in the same lands of legendary philosophers Homer, Aristotle, and many more.
Ece thinks her previous work at an airline company back in Turkey made her curious to see the world and inspired her to go on an adventure. So, she moved to Canada in 2011.
Ece has been with Calla since 2016 and is mainly responsible for creating, managing, and coordinating marketing efforts as well as internal and external branding initiatives. She also coordinates the I.T. and digital business technology improvements at Calla Financial.
Ece is an avid hiker and camper, and she is passionate about travelling, sustainable cities, photography, and cycling. She is a strong believer in sustainable mobility and inclusivity for all; therefore, she commutes to work with her bike and supports the growing cycling infrastructure. She says, "When cycling gets safer, it attracts people of all ages who would otherwise never consider cycling."
Marketing & Social Media Assistant
Yusur holds a bachelor’s degree in Business Administration with a concentration in Marketing and Entrepreneurship from Simon Fraser University. Her primary duties include maintaining Calla`s online presence on social media platforms, creating engaging content with our audience and monitoring accounts activities. Yusur is committed to enhancing our brand presence in digital and non-digital forms to our audience and followers’ base. She joined Eagle Bay Financial Services in 2020 with 3 years of experience in digital marketing and social media marketing from different industries.
Yusur moved to Canada when she was 17 years old. She considers herself lucky to have experienced living in the East and West and learning more about the cultural differences among countries.
Yusur enjoys biking, going out for coffee dates, and spending time with family when not working.
Her favourite quote is “Hardships often prepare ordinary people for an extraordinary destiny.” ~C.S. Lewis
Marilyn comes to Calla with over 25 years of customer service. Sixteen of which were at the B.C. Liquor Distribution Board on the retail store level. She also has years of experience in the hospitality industry.
Marilyn has been with Calla Financial for a total of 7 years. Her title is Office Co-Ordinator, and she ensures smooth office operation and communication and supports the Pension Department with daily paperwork.
She is a longtime resident of the North Shore, raising two daughters. Besides her work, Marilyn enjoys spending time with her family and animals, travelling, hiking, camping, and enjoying beautiful British Columbia.