President and Chief Executive Officer
"As the largest insurance broker in western Canada, we recognize the importance of bringing our expertise and care for customers across the country. In addition to our technological investments, our awareness of the connected customer and our strategic expansion of locations across Canada, we understand how vital the customer and broker relationship is."
As President and Chief Executive Officer of Western Financial Group, Kenny Nicholls oversees the strategic management across the company.
With over 25 years of experience in the financial institutions sector, Kenny spent 17 years with Desjardins prior to joining Western Financial Group in 2011. He has a wealth of experience having occupied several finance, compliance, and risk management positions, as well as executive positions in asset management, pooled and mutual funds, real estate management, securities brokerage, back office and wealth management companies.
Prior to being named to the CEO position, Kenny acted as the Chief Financial and Risk Officer at Western Financial Group from 2011-2016.
Throughout these 25 years, Kenny has had the opportunity to build high performing teams and to work with a wide spectrum of professionals. From this experience, he developed extensive knowledge around operational processes and financial performance.
Prior to joining Desjardins, Kenny spent five years as an auditor with Deloitte & Touche in Montreal specializing in financial institutions.
Kenny holds a graduate diploma in public accountancy from McGill University and a bachelor of commerce degree in accountancy from Concordia University. Along with being a CPA-CGA, Kenny is also an associate CFA member.
Chief Operating Officer
"At Western, we understand the importance of creating great customer experiences. Listening to and caring for today’s customer enables us to continuously improve and develop our team of 1,500 insurance experts across our 179 insurance brokerages. Thank you to our clients for providing the value that makes us better."
As Chief Operating Officer, Joe Sirianni oversees the corporate strategies and operating efficiencies of Western's network of insurance brokerages in British Columbia, Alberta, Saskatchewan, and Manitoba.
Joe joined Western Financial Group in February 2012 as Vice President of Business Development and was promoted to Executive Vice President, Sales in December 2012. In November 2013, he took on the role of Executive Vice President and Chief Operating Officer of the Network. He assumed his current role in January 2017.
Prior to joining Western Financial Group, he spent the past 20 years at TD Bank Financial Group where he held increasingly senior roles, including National Sales Manager, TD Insurance. As a member of TD Bank Financial Group, he led various business units from large multi-location branches to regional specialized sales teams and a national sales team.
Joe is an executive with more than 20 years’ experience in the financial services industry, his expertise lies in sales management, strategy development, plan implementation and operations, change management and developing high performance teams.
Joe holds an MBA from Athabasca University and a Bachelor of Economics from the University of Calgary. He has his Canadian securities course designation from the Canadian Securities Institute and his Personal Financial Planner designation from the Institute of Canadian Bankers.
Chief Financial and Risk Officer
"As Western’s chief financial and risk officer, it’s important for me to shape the overall strategy and direction to ensure the business performs well and to enhance efficiencies. Our effective financial operation is driven by the power of data, constant innovation and the ability to ensure compliance at a price that is reasonable for our customers."
As Western Financial Group’s Chief Financial and Risk Officer, Nancy Green leads the overall financial strategy and governance of the company. Under her management are Finance and Accounting; Business Intelligence; Facilities; Strategy and Project Management; and Risk and Compliance.
Since she joined Western in 2006, Nancy’s leadership abilities have enabled Western to increase efficiencies and support fundamental strategic initiatives leading to increased profitability.
Prior to her time with Western, Nancy spent 12 years in key financial and leadership roles with Weston Bakeries and Kraft Canada.
Nancy received her Bachelor of Commerce degree from the University of Calgary, and holds CPA and CMA designations.
Chief People & Culture Officer
"Our daily interactions are rooted in Western’s guiding principles, Truthfulness, Fairness, Value and Loyalty. These define our Western culture and amplify customer engagement. The People and Culture team recruits, trains and develops the skills of our insurance experts. Keeping our entire Western team happy, healthy and dedicated instils pride when delivering customer care."
As Chief People & Culture Officer, Lisa Osachoff leads Western Financial Group’s Human Resources, Learning and Development, and Internal Communications teams.
Lisa has been an integral member of Western since 2012 and has held various key roles throughout her tenure with the company. Prior to her current role, Lisa led the Human Resources team and was instrumental in developing strategic career pathing, facilitating corporate succession planning, and reinforcing the Western employer brand.
Lisa has a strong background in retail sales and human resources. She combines strong business acumen with an intuitive leadership style that is key for our support teams.
Lisa holds a Bachelor of Sociology from the University of Lethbridge.
Chief Strategy Officer
As Chief Strategy Officer, Mark Rouleau leads our Business Systems and Technologies and Customer Experience teams, guaranteeing that our customers and technology are front and centre in all our strategies. Together, his teams develop new tools to enhance our customers’ interactions with Western and improve work efficiencies for our insurance experts. Mark joined Western Financial Group in 2019 after 13 years as a senior leader with Aviva, responsible for underwriting, distribution management and business development. His insurance career has spanned over 29 years. Mark holds an MBA with Distinction from Heriot-Watt University in Edinburgh, Scotland. He completed his Fellow, Chartered Insurance Professional (FCIP) from the Insurance Institute of Canada in 1998. Mark also holds a UBC/DAA Award of Achievement in Digital Analytics. Mark has sat on the operating committees of the Insurance Bureau of Canada for BC & Alberta and was the Chair of the Alberta Facility Operating committee.
Senior Vice President
"Balancing our customers’ privacy, business objectives and overall security is critical to my responsibility. At Western, we understand that data privacy, ease of access and
accessibility is important for today’s customer."
As Western Financial Group’s Senior Vice President of IT, Doug Bennett leads all information technology support, applications development, technology, communications, and data management across the company.
He’s a veteran professional with more than 30 years’ experience working in various IT capacities. Prior to joining Western in 2005, Doug held numerous IT consulting roles and worked for Parks Canada for nine years maintaining its computer networking within Western Canada.
Head of Customer Experience
“It is important that we listen, connect with clients and deliver meaningful modern conversations and actions to create the optimal customer experience. Western Financial Group is an amazing brand that speaks to customers and the team at Western focuses on making it better every day."
Mary Lou Charles
VP Enterprise Business Solutions
"At Western, we take a strong view of the back office systems and ensure the Service team has the knowledge and tools necessary to understand our clients’ needs. Western’s back office systems focus on delivering the customer-centric value and innovation that is necessary in today’s changing marketplace."
As VP Enterprise Business Solutions, Mary Lou Charles leads branch integrations and customer solutions for Western Financial Group. Under her direction are the centralized processing teams, the broker management system, and process improvements.
Mary Lou joined Western through the acquisition of Whillis Harding Agencies in 1998 where she occupied the position of Vice President of Insurance. Recently celebrating 25 years with Western, Mary Lou has held several key positions within the company and was instrumental in transitioning to our current broker management system, establishing standardized workflows, and developing a centralized team creating efficiency.
With more than 30 years in the industry, Mary Lou holds a Bachelor of Commerce from the University of British Columbia and is a Fellow Chartered Insurance Professional.