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One Team—One Dream
I want to be a Broker.
Come Visit Our Office
We're right across Guildford Town Center in Surrey!
Kit Espiritu Jotie
President
Noreene Glee Naguiat
Vice President of Operations
Maria "Cel" Sangalang
Learning & Development Director
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)
EEF Managing Partners
Mercedes Ortilla
Managing Partners
Annalisa Tuason-Savor
Managing Partners
Winch and Katrina Madarang
Managing Partners
Winch and Kat Financial Solutions Inc.
Jay and April Mallari
Managing Partners
Cambria Wealth Management
Phil Razon
Managing Partners
Jacob Warren Financial Inc.
Mercedes Ortilla
Managing Partner
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
Managing Partner
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
Katrina and Winch Madarang
Managing Partner
Katrina is a Life and Wealth Advisor with E. Espiritu Financial Inc. Prior to this, she worked as Service Location Manager at BCAA a company recognized for delivering amazing customer experience. She managed several BCAA Service Locations in the lower mainland where she led her teams to accomplish several awards in highest sales, customer satisfaction and high team engagement.
Katrina holds Chartered Insurance Professional (CIP) designation through the Insurance Institute of Canada. She was recipient of several awards during her managerial time at BCAA and also currently recognized for her outstanding performance in her career as a Life and Wealth advisor where she recently joined the ranks of MDRT for 2024.
Winch holds a Bachelor's Degree in Information Technology. While his background is in IT, he has spent over 10 years in the Cardiology department of Fraser Health and is an advocate for healthy living and a big proponent of personal growth and financial empowerment. He continuously supplements his formal education with courses in insurance and investments to add value to his clients, helping them navigate the ever changing financial landscape.
Their combined long experience in customer service in the medical and insurance industry has brought their team's solid foundation in customer service. Their business blueprint is to deliver holistic financial service in every life's milestone by creating meaningful relationships with their clients. It is their goal to make a difference in people's lives by increasing awareness on the value of financial security.
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Financial and Insurance Agency Right Across Guildford Town Center in Surrey
E Espiritu Financial Inc.
Address
Unit 210
15117 101 Avenue
Surrey, BC V3R 8P7
info@eespiritufinancial.com