B.COMM., LL.B., CLU, TEP, FEA
Paul has specialized for 30+ years in advising and implementing creative life insurance solutions for many of Canada’s most prominent business families. He works closely with the family members, their internal family office teams as well as their external legal and accounting advisors. This specialized work provides him a unique perspective on business family succession and estate liquidity matters that few others can offer.
Paul and his team are recognized by accounting and legal firms across Canada as experts in the use of life insurance in trust and estate planning. He is a former chair of the Conference for Advanced Life Underwriters (CALU), a member of the Society of Trust and Estate Practitioners (STEP) and graduate of the Family Enterprise Advisor Program.
Paul is a former member of the Board of Governors of Crescent School, an independent school for boys, chaired their successful $35 million capital campaign and former co-chair of the $60 million campaign for Pathways to Education, a national organization that helps at-risk youth graduate from high school.
He enjoys skiing, golf and spending time with his 4 grown children.
Allen Baker
B.A.
Managing Director
Allen is a trusted advisor to some of Canada’s most preeminent private companies, their families and external advisors. Prior to joining Tompkins in 2022, Allen was a Partner at PwC where he built long-lasting relationships and strong partnerships. Allen’s active involvement and understanding of each client’s unique situation enable him and the team to deliver tailored, value-added solutions.
Allen currently sits on the Board of the NHL Foundation – Canada and was recently a Member of the Southlake Hospital Philanthropy Cabinet.
Joshua Garnett
B.Comm.
Vice President, Client Insurance Solutions
Joshua’s primary focus is on the product design and illustrative process of our strategies. Joshua’s expertise in financial modeling helps ensure an optimal client experience throughout the development of customized insurance-based solutions. Prior to joining Tompkins Insurance Services in 2017, Josh spent over 6 years at Sun Life working in the design and pricing of insurance products and leading their advanced solutions team to develop insurance-based concepts and strategies.
Joshua is actively pursuing membership with the Society of Actuaries and the Institute for Advanced Financial Advisors through the completion of the ASA and CLU designations.
Nicolas Tompkins
B.Sc. CLU
Vice President, Client Services
Nicolas and his team are responsible for supporting clients and their advisory teams as they apply for and manage coverage and reporting of their policies.
Since joining Tompkins Insurance in 2018, Nicolas has consistently implemented improvements to the application process and policy service offering through innovative use of technology and a forward-thinking approach that focuses on the unique needs of our clients.
Through fostering a culture of continuous improvement, Nicolas and his team seek to streamline operations to simplify the process for our clients, their teams, and the insurers. Under Nicolas’s leadership, customized solutions have been implemented to provide more personalized, comprehensive and timely reporting for Tompkins Insurance clients.
Nicolas is a Chartered Life Underwriter and holds a Bachelor of Science degree from Dalhousie University.y outdoor activities in particular scuba diving.
Florence Marino
B.A., LL.B., TEP
Vice President, Tax & Estate Planning
Tompkins Insurance is honoured to welcome Florence Marino, as Vice President, Tax & Estate Planning to our growing team.
Prior to joining Tompkins Insurance, Florence was the Head of Tax, Retirement & Estate Planning at Manulife. Over her 34-year career at Manulife, she developed her reputation as a nationally recognized expert on life insurance, tax and estate planning.
Florence is a co-editor of the Canadian Taxation of Life Insurance, currently in its 12th edition and Editor-in-Chief of Insurance Planning, both published by Thomson Reuters. She is a member of the Canadian Tax Foundation, Society of Trust & Estate Practitioners, Estate Planning Council of Toronto, and the Conference for Advanced Life Underwriting. Florence is a frequent speaker and author at these and many other organizations.
In her new role at Tompkins Insurance, Florence will continue her active involvement in the tax and estate planning community and be a resource to professionals in the field for our valued clients.
Bryan Tatoff
CPA, HBA, MBA
Chief Operating Officer
Bryan Tatoff is responsible for leading the finance, information technology, administration and human resources functions at Tompkins Insurance. He has helped businesses in a variety of industries achieve growth, develop supportive management teams, and add systems and processes while maintaining an entrepreneurial and customer-focused culture. Bryan started his career at KPMG and Imperial Oil, and then went on to be EVP & CFO of Danier Leather Inc., President and CFO of Balcan Plastics Limited and CFO of International Language Academy of Canada Inc.
Kim G C Moody
FCA, CFCA, TEP
Advisory Board Member
Kim is based in Calgary, with client relationships across Canada. He provides advice and counsel as well as thought leadership.
Kim is the founder of Moodys Tax / Moodys Private Client (a premier tax accounting and law firm) and has held many prominent positions in the tax profession in Canada including Chair of STEP Canada, Chair of the Board of Governors for the Canadian Tax Foundation and a Co-Chair of the Joint Committee on Taxation of the Canadian Bar Association and CPA Canada. Kim is an avid speaker and writer on taxation topics and is a weekly columnist for the Financial Post on taxation matters.
