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We're right across Guildford Town Center in Surrey!

Surrey, BC, Canada

Unit 202A — 15225 104 Avenue Surrey, BC

3R 6Y8

info@eespiritufinancial.com

604 547-0990

One Team—One Dream

Join the Team

I want to be a Broker.

Come Visit Our Office

We're right across Guildford Town Center in Surrey!

Surrey, BC, Canada

Unit 202A — 15225 104 Avenue Surrey, BC

3R 6Y8

info@eespiritufinancial.com

604 547-0990

Kit Espiritu Jotie

President

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Noreene Glee Naguiat

Vice President of Operations

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Maria "Cel" Sangalang

Learning & Development Director

Renee Lefebvre
Renee Lefebvre

Administrative Assistant

Meet Our Awesome Team

Our leaders believe in creating a culture where everyone can thrive

and do their most impactful work.

Learn more about their story.


Kit Espiritu Jotie

President

Kit Espiritu-Jotie was born and raised in the insurance business by her father, Enrique Espiritu of Espiritu & Associates which was one of the pioneering agencies in Philippine American Life Insurance based in Manila, Philippines. After witnessing the life transformation of all the successful agents and managers under her dad’s leadership, Kit did not have second thoughts in joining the insurance industry. She decided to follow her father’s footsteps right after graduation from the Ateneo University-Manila, Philippines earning a degree of B.A. Major in Psychology.

With Kit’s firsthand lessons from her dad and her educational background in Psychology, she found her passion in Agency Building. This has earned her numerous leadership awards that gave her the opportunity to qualify for major travel incentives around the world.

Kit started rebuilding her AGA, E. Espiritu Financial Inc., six years ago and currently leads 65 dynamic brokers (and still growing) alongside her managing partners composed of her two daughters, Noreene & Katrina, son in law, Winch, and a few very strong AGAs who are icons in the industry and who have decided to join forces with her. She relentlessly runs her team through Mastermind groups, coaching, mentorship programs and intensive sales training. To ensure that she is able to help her team to grow and reach their highest potential, Kit, who is also Certified Business Coach, continues to do individual coaching sessions with her selected team members. 70% of whom are female brokers/leaders.

Kit has made it her mission to do whatever it takes to be a transformational mentor in her industry and community.


Noreene Glee Naguiat

Vice President of Operations

Being in the financial service industry for over 8 years, Noreene brings extensive experience into her position in all areas of broker support from licensing, contracting, monitoring of sales and overall office operations.


Her many years of experience in customer service prior to joining the industry has also made her an effective interpersonal communicator. Her strong interpersonal skills have helped our company establish outstanding relationship with the organizations whom we do business with.


She has always been passionate in extending her assistance to every EEF broker, leader and staff. Her role is to continuously assist in developing incentive programs as well as in designing strategies on how to best support the team on its continued growth this 2022 and in the coming years ahead.


Noreene has been instrumental to the birth and the growth of the company.


Maria "Cel" Sangalang

Learning and Development Director

Cel has graduated with a Bachelor of Science in Commerce with, Major in Marketing Management. Prior to joining the financial and coaching world, she has extensive knowledge and experience in sales and marketing for over 20 years holding positions in multinational companies in various industries.

Cel was also a guest speaker in one of the broadcasts of Advisorist, an elite training and education company supporting insurance, financial & tax advisors worldwide, where she was asked to narrate her story and strategies. She shared the virtual stage with industry leaders Tom Hegna and Jeremiah Desmarais.

Cel is a proud mother to her one and only "love of her life", Gerri.

Cel has been in the financial advisory services for 10 years with LLQP certification. She is an active member of Advocis, the Financial Advisors Association of Canada

She has acquired the following designations:     

  • Certified Coaching Life and Business  
  • Professional Financial Advisor (PFA)

Renee Lefebvre

Administrative Assistant

Renee Lefebvre is a graduate of Bachelor of Arts in Communications from Simon Fraser University. New to the insurance industry, but eager to learn and use her accomplished skills in writing and graphic design to contribute to EEF’s success.


She has several years of customer service experience, connecting with people of all different cultures and backgrounds. She is driven by her passion to learn and help others. And she strongly believes in EEF’s promise to aid clients in achieving their financial goals.

Meet Our Dynamic Managers

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Mercedes Ortilla

Manager

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Annalisa Tuason-Savor

Manager


Mercedes Ortilla

Manager

Mercedes is a graduate of Bachelor Degree in Commerce major in Accounting. She has been in the financial service industry for almost 17 years. She has proven that this traditionally pressure laden sales business can be done in a caring and compassionate way.

This is what Mercedes continues to pass on to her current team; making her EEF's consistent Top Leader of the Year.

Mercedes has been qualified to several conferences in Canada, USA, Mexico and Europe. She is also an active member of PICPA, Philippine Institute of Certified Public Accountant, Vancouver Chapter.


Mercedes has acquired the following awards:

  • Million Dollar Round Table (MDRT) Member in 2022
  • EEF'S Top Earner in 2021
  • Top Producer in 2021
  • Top Leader In 2021
  • IA CPB & DBD Qualifier 2021

Annalisa Tuason-Savor

Manager

Annalisa is a graduate of Bachelor of Science in Business Management in Ateneo de Naga University Philippines. She has been in the financial industry for 16 years and has been a consistent Las Vegas Conference qualifier and CPB producer at IA.

Her passion to serve continues to emanate in her work as well as in her relationship with her growing team. This highly driven lady is definitely the leader to watch out for.

Annalisa has acquired the following Awards:


  • IA Top Producer of the Year 2021: Life Category
  • Top 3 Broker of the Year 2021


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Centrally Located

Right Across Guildford

Town Center

E Espiritu Financial Inc.


Address

Unit 210

15117 101 Avenue

Surrey, BC V3R 8P7

Email

info@eespiritufinancial.com

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