CJ Matthews and Associates Ltd. Meeting your Insurance and Financial needs since 1985.

Team Member Profile

John N. Simms, CLU, FLMI, AIAA, ACS
Associate; Life Insurance, Living Benefits &
RESP Planning

John’s background is as a general practitioner in the marketing of Life Insurance, Living Benefits and Registered Education Saving Plans (RESP). Due to our association with Canada’s major insurance companies, we have their in-house tax and estate specialists available to support our clients in the execution and maintenance of Estate Preservation Plans.

To further help our clients with financial planning, we are now associated with a premier provider of RESPs. With the increasing costs of education, we feel that this extremely important product – together with the planning needed to meet education goals – is now available through C.J.Matthews & Associates Limited.

John has been in the insurance industry for over 30 years, and during that time he has been associated with a number of companies in administration, marketing and management. John’s on going effort to give his clients excellent service can be seen in his commitment to education and the attainment of his professional designations.

* Chartered Life Underwriter, CLU

A Chartered Life Underwriter (CLU) is a financial advisor with advanced knowledge in life and health insurance and estate planning. An advisor with a CLU specializes in advice on life insurance needs, tax planning, planning your estate and may also offer assistance in financial planning for business owners.

* Fellow, Life Management Institute - FLMI

Fellow, Life Management Institute (FLMI) Program is a rigorous, 10-course, professional development program that provides a comprehensive business education in the context of the insurance and financial services industry. Established in 1932, the FLMI Program is the world’s largest university-level education program in insurance and financial services. More than 75,000 students throughout the world have earned the FLMI designation.

* Associate, Insurance Agency Administration - AIAA

Associate, Insurance Agency Administration (AIAA) graduates gain the knowledge needed to serve clients effectively and run an office smoothly, efficiently, and economically. AIAA Program teaches you about

Providing excellent customer service for internal and external customers

Identifying compliance and ethical issues that affect agencies

Making efficient use of financial and human resources

Developing leadership and problem-solving skills

Supervising employees and encouraging teamwork

* Associate, Customer Service - ACS

The ACS Program provides a course on the foundations of customer service, within the financial services industry.

You can contact John via e-mail using the contact form below.

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C.J. Matthews
& Associates Limited
2045 Harvard Street
Halifax, Nova Scotia
B3L 2S6
Bus. 902.421.1908
Fax. 902.429.6521
1.800.565.1908

Click here to e-mail

Group Insurance Consultants for ...
Better Business Bureaus | PharmaChoice
Atlantic Provinces Dental Associations | Pharmacy Association of Nova Scotia