Greg Roach,  CIP, CAIB


Kyle Thompson, CAIB

The insurance industry has taken Kyle accross Canada and back. He has over 15 years experience in the industry and uses his extensive knowledge daily to support our entire team. Kyle stays on top of policy and procedure changes and has become an industry leader in insurance technology and systems, always with a focus on improving the customer experience. Kyle joined us in 2007 upon his return to the Maritimes from Calgary and holds his CAIB.


Brenda Merriam

After working for 6 years as Facility Coordinator at the East Hants Sportsplex, Brenda joined our Administration Team. Brenda's past work experience in financial services, her attention to detail and warm personality are most welcome at our offices. A self-described "Jack-of-all-trades" Brenda embraces a busy work and family life while living in Milford.


Mark Willson

The Landscape of PEI Insurance firms has drastically changed as locally owned firms have sold to large National brokers and consolidators. Caldwell Roach PEI was founded to bring local ownership back to PEI focusing on face-to-face service for business, farm, home and auto clients. Mark Willson, a Chartered Insurance Professional with 28 years experience on PEI, is leveraged by partnership with Caldwell Roach Agencies to bring a different level of service to Island clients.

  902-334-7010 ext. 301



Gillian Blackburn, BMgmt.

Gillian joined us as an Agri-Business broker in 2022. A Dalhousie University grad with a Bachelor of Business Management, her past affiliations to 4-H, the Truro Farmer's Market and the Christmas Tree Council of Nova Scotia, give her the background necessary to assist you with all of your Commercial and Agri-Business insurance needs. Reach out to Gillian today for professional advice and exceptional service.

  902-893-4204 ext. 403

Heather Hilton, CIP

Joined the team in 2003 and has been in the insurance industry for over 25 years. Heather quietly and calmly deals with every challenge put in front of her. She sees complex business insurance situations as a challenge and not an obstacle and always finds a solution for her clients. you probably know Heather, Peter and their 3 sons from their many years in Nova Scotia's hockey rinks.

  902-883-1550 ext. 512

Andrea McQuillan

Andrea joined our team in January 2021. Originally from Milford, but now living in Halifax, Andrea graduated from Acadia University in 2017 with a B.Sc in Psychology and Neuroscience. In her previous employment at one of Nova Scotia’s five star resorts and one of Halifax's top restaurants, she has learned excellent client service skills that enable her to provide the best service for our Caldwell Roach clients.


Andrew Nielsen

Andrew is a third-gereration Nova Scotia dairy farmer who understands the challenges facing today’s farming industry, including the importance of being educated about insurance. Andrew takes a consultative approach by understanding your business and making recommendations about the types of coverage available, and what is and isn’t covered should you need to make a claim. 


Andrew Raymakers, CAIB, CIP

Andrew joined us in 2008 after honing his client relationship skills with a large telecommunications company. Andrew has a passion for business and business people and loves to find out what is important to them and their operations. Andrew received his Broker Accreditation (CAIB) in 2013 and is currently working on completing his CIP.

  902-883-1550 ext.508

Alex Roach, B. Comm.

After working with Caldwell Roach Insurance for three summers as a summer student, Alex joined our team full time in September 2019. He recently completed his Bachelor of Commerce at Concordia University in Montreal and is continuing his professional development by enrolling with the Insurance Institute of Canada and working towards his Chartered Insurance Professional designation.


Steve Roach

Steve has spent his entire working life in all aspects of insurance. His specialty however, is farm insurance.  His clients are his friends and as such he has a deep desire to make sure they are properly protected.

  902-883-1550 ext.510

Matthew Robblee, CAIB, CIP

Matt joined us in 2004 after beginning his working life in the restaurant business. Matt has a passion for insurance and for building relationships in his professional and personal life. Matt has his CAIB designation and his CIP and is currently a director of the Insurance Institute of Nova Scotia.

  902-893-4204 ext. 419

Amy Taylor, CIP

Amy joined us in 2014 after working as a Commercial Underwriter at a large insurer. Amy is totally committed to our business clients' best interests. This is evidenced by her completion of the Chartered Insurance Professional designation recently. Her calm and pleasant personality makes her a joy to be around and work with.

  902-883-1550 ext. 501


Mark Willson

The Landscape of PEI Insurance firms has drastically changed as locally owned firms have sold to large National brokers and consolidators. Caldwell Roach PEI was founded to bring local ownership back to PEI focusing on face-to-face service for business, farm, home and auto clients. Mark Willson, a Chartered Insurance Professional with 28 years experience on PEI, is leveraged by partnership with Caldwell Roach Agencies to bring a different level of service to Island clients.

  902-334-7010 ext. 301


Cindy Alfred

Cindy began her insurance career at a direct insurer almost 30 years ago. She joined Caldwell-Roach in 2005 and appreciates being able to independently choose the right company and policy for her clients. Cindy's experience and professionalism makes her someone we all look to for advice and direction.


Shelley Clattenburg

Shelley joined our team in 1988 and has since enjoyed more positive feedback from clients then anyone we can think of. For many clients, Shelley is Caldwell-Roach. Always eager to make a joke, share a story or just listen. Shelley has a connection to our clients that we all strive to achieve.


Lindsey Graham, BA, CAIB

It's unique for someone to have a great sense of humor and desire to make others laugh while at the same time being completely professional in all her business dealings. Thats what Lindsey brings to our office every day. A true pleasure for all of us and our clients too. Lindsey joined us in 2008.


Andrea Higgins, CAIB

Andrea received her BA from Saint Mary's University in 2000. After a few years teaching in Korea Andrea returned home and worked in customer service positions at a local firm. Andrea joined our team in 2010 and achieved her CAIB in 2013. She is currently working on her CIP. 


Shaunna Mowatt-Densmore, BA (Hons), MA, CAIB

Shaunna joined us in 2016 but worked with us in her previous career as a successful sales executive. When we found out she wanted a career change we knew she would be just right for us and more importantly our clients. Always eager to learn and grow, Shaunna never stops smiling, even when she’s studying something new.  


Kaitlynn Mullins

Kaitlynn joined our Truro team after working with us for three summers as a summer student while she attended university. She loves the fast-paced work environment and the close knit team at Caldwell Roach. Kaitlynn loves working with our Personal Lines clients to ensure they have the coverage they need. She also loves travelling, reading and a good cup of coffee!


Leah Reeves, CAIB

Leah began her Insurance career in claims adjusting with a local firm. She then joined a large direct insurer where she honed her skills for 5 years in property, farm and commercial insurance. Leah always takes the time to get to know her clients which is ironic because when not at work, Leah, Jason and sons Lucas and Riley never slow down.


Jordan White, BBA, CAIB

Jordan was a golf professional in his previous life. We recruited him after seeing his ability to connect with people and his passion for customer service. Jordan quickly learned the insurance business and now uses his talents to ensure his clients have the coverage they need while enjoying the experience of working with someone that truly cares. Jordan joined our team in 2011 and holds his CAIB designation.



Megan Graham

Megan has been working in the insurance industry since 2010 and comes to us from one of our insurance partners. She is a very detail oriented person and works closely with her clients to provide them with home and auto insurance solutions. She is a busy mom of two young children and loves living in Pictou.


Joyelle Arsenault, CAIB

Joyelle worked for a couple other brokerages before coming home to Caldwell Roach. She quickly became part of our family and now is someone we all look to when something needs to get done. Joyelle provides excellent customer service and loves connecting with her clients. She is currently working on her CIP.


Shelly Avery

Shelly began working with us in September 2019. Working in Elmsdale is familiary territory, as she lives in Enfield with her husband and young son. With more than 11 years experience, Shelly has happily transitioned into working with our personal lines clients. 


Ashley Bezanson

Sometimes you need to work hard to get what you want. That's what we did to convince Ashley to join us...and was it ever worth it. Ashley is smart, efficient and puts a smile on everyones face. She did a great job for her clients at a Direct Insurer before joining us, and is able to do so much more having the added coverage choice Caldwell Roach offers. Ashley is currently working on her CIP designation.


Janet Brister

Janet worked with Caldwell Roach from 2003 to 2006 after a long career both with an insurer and at a brokerage. After working with her husband for the past 9 years Janet wanted a change and realized that she missed the daily interactions with her clients and taking care of their insurance needs. We were happy she made that decision, it’s great to have her professionalism, intelligence and great personality back with us.


Katie Dixon

Katie is a very caring and understanding of each situation thrown her way and is always willing to go the extra mile. Katie has been a tremendous addition and loves meeting our clients. 


Rhonda Kelly, BSc, CAIB, CIP

After seeing Rhonda's organizational skills and effectiveness in other volunteer roles, we knew we had to have her with us. Rhonda agreed to join us in 2008 and has since completed her CAIB and CIP. With a strong desire to do and learn more every day, Rhonda quickly became a leader in our office. Rhonda is now the person we all rely on for guidance. She uses the qualities she displays at work to also help many organizations around our community.


Adelle Long, CAIB, CIP

Adelle Joined our team in 2003. She achieved her CAIB designation in 2009 and her CIP in 2015.  Adelle's work ethic and dedication to her clients best interests never ceases to impress us all, we can always count on her. Adelle lives in Elmsdale with her husband Jack and their 5 children.


Nick McFarlane

Nick is committed to quality and client service excellence. His thoughtfulness and attention to detail is appreciated by both our Caldwell Roach clients and staff alike.



Melanie Oickle

Melanie started in our Elmsdale office in January 2021. While new to the insurance industry, Melanie joins our Personal LInes team after working in banking and financial services for more than 15 years. In her new role, she loves the interaction and personal attention she can provide to our clients. She grew up in Truro and now lives on Shortt's Lake with her husband and two dogs.


Sandy Pelzmann

Sandy has made a lot of changes in her life over the past 5 years, including leaving a position with CN Rail and choosing a job that is closer to home and her family. That was great news for Caldwell Roach, as Sandy’s past experience with TD Insurance and strong customer service training with CN Rail make her an ideal broker. Our clients benefit from Sandy’s attention to detail and kind manner.



Anne-Marie Langille, CAIB

Anne-Marie has been helping her neighbors and friends in Tatamagouche protect what is important to them for over 26 years. We are thrilled that she will be joining our team and bringing with her that strong dedication to the people of the North Shore. During the transition from AA Munro to Caldwell Roach, Anne-Marie's only focus was making sure her clients would be well taken care of, a goal we share.


Tara Heitkemper, CAIB

Nine years ago Tara was only looking for a quote for her home insurance when she became interested in a career in insurance. Soon after she was given that opportunity and she hasn't looked back. Tara brings her accumulated industry experience and dedication to customer service to her role at Caldwell Roach. In her free time, you will most likely find Tara at the North Shore Rec Centre watching her son play hockey.


Neil Harris, CLU, Ch.F.C

Neil has been working with our clients for over 15 years to make sure they have the life, disability and health coverage they need. While not intimidating, Neil's Black Belt in Karate exemplifies the dedication he has to everything he does in life.



Hank Isenor



Charlene Fraser

Charlene joined us in 2002 when we purchased BPA insurance. Charlene was one of the big perks of that acquisition. She is a well known member of East Hants and treats every policy as if it belongs to her best friend. Charlene has always spent a lot of time at the Sportsplex watching her sons play competitive hockey. Now she’s doing it again; her grandson Brody was a member of the Pee Wee AAA Provincial Champs in 2016 and her husband and son coached the team!


Natalie Stevenson

Natalie brought her experience as a Claims Adjuster to our office in 2013. Natalie quietly goes about her business of ensuring her clients have the best coverage and options that we have available.


Heather Morrisey

Heather joined our team after a 24 year career in hospitality. She's been a welcome addition and a tremendous support to our Brokers and Clients alike. Her upbeat personality actually makes insurance seem fun! We couldn't be happier that you're here!


Tracy Vallis

During the winter months we all have a hard time believing that Tracy left Bermuda to work in Canada. She held several positions in Real Estate, Finance and customer service in Bermuda before moving to Canada. Tracy works hard to make sure nothing gets missed on our customer documents and transactions and only settles for perfection. Tracy has been with us since 2002.


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