Welcome to David Bruce & Associates Insurance/Financial Services Inc
Julia Clark, Associate Agent
Kim Baseggio, Associate Agent
I began representing The Co-operators in 1977. I have held many positions within the organization such as a Medical Life Underwriter and as a Sales Associate to name a few. Over the past 10 years l have worked in an Agency environment providing sales and service specific to Life, Critical illness, Home & Auto insurance. My main focus at this time is to meet with clients to review the insurance they currently have and to offer suggestions on how they can save money, better protect themselves and based on their needs provide the appropriate insurance.
Kim joined David Bruce & Associates Ins/fin Service Inc in July 2008 bringing with her, 21 years of financial expertise and a wealth of knowledge. Life and general insurance licences complements her investment background. Specializing in Investments, life, critical illness and Business Insurance. She prides herself in providing personal, professional insurance and wealth accumulation solutions. She was raised in Guelph where she still resides with her husband Jeff and 4 children.
Nellie began representing The Cooperators in May 2008. She began her insurance career working for a Mississauga brokerage in 2003. In 2007 she purchased her first home in Guelph. Her mission is to keep providing clients with caring courteous and professional service.
Kim began representing The Co-Operators in May of 1987 in Sudbury Ontario. She moved to Guelph in September of 2010 and is enjoying the city and the people she works with. Kim has held many positions in the company in her career and is now doing what she loves to do the best. Kim believes she is right where she wants to be in her career and is enjoying meeting an entirely new customer base with people of all generations and lifestyles. Kim’s goal is to offer excellent service to all of our clients and to help review their entire insurance portfolio to see if she can save them any money and protect what is important to them. Kim specializes in life, mortgage life, critical illness, home, auto and travel insurance. Kim is currently working on her CIP designation.
Dale Polzin CFP
Mona Cumming, Sales Associate
Dale began representing The Co-operators in 2005 as a Certified Financial Planner, investment advisor and by also providing sales and service on life, critical illness and home insurance. She brought with her 28 years experience in the financial services area. She enjoys helping her clients manage their investment and insurance needs. Her regular contact and personal attention is well received by her clients.
Mona has been representing The Co-operators as a Sales Associate for over 11 years, working with clients to provide insurance for their auto, home and travel needs. She enjoys developing strong working relationships with her clients and appreciates their loyalty in return. She has established and demonstrated a strong work ethic with a commitment to professional, accurate, friendly service. Mona is a recipient of The Co-operators Regional and National Service Excellence Awards.
