About us

Ross Cloran

Mutual Funds Representative with Manulife Securities Investment Services Inc.
E-mail Ross

Follow me

Ross Cloran graduated from S,G.W.U. (Sir George Williams University) in 1971 with a B. Comm. Degree, majoring in Finance and Economics, He began his insurance career with London Life in 1973 and was immediately successful having qualified for their Elite Honor Club Membership in all of the 19 years that he was there. Ross then went to NALACO (North American Life) and became a broker with Manulife when the latter acquired NALACO. He obtained his CLU (Chartered Life Underwriter) Degree in 1978; CFP (Chartered Financial Planner) in 1985; and ChFC (Chartered Financial Consultant) in 1987.

 

He is a 42 year Life and Qualifying Member of the MDRT (Million Dollar Round Table). The Million Dollar Round Table (MDRT) is the premier life insurance and financial services sales organization in the world, consisting of nearly 19,000 members in over 40 countries. It represents the top six percent of the sales representatives in the world. Within this organization there are two additional levels of achievement: The Court Of The Table at three times the basic entry requirement and The Top Of The Table at six times (representing the top one thousand in the world). Ross has been a member of this prestigious organization for 42 consecutive years and has achieved Court Of The Table status eleven times and Top Of The Table three times in the last eight years.

 

He is a 5 Star Master Builder with Manulife and a 9 time recipient of the National Quality Award and has served on many field advisory and product committees. The Master Builder program is Manulife’s most prestigious advisor reward and recognition program worldwide. Advisors who achieve Master Builder status are the epitome of excellence. Manulife currently deals with over 47,000 advisors worldwide. 334 of these advisors have achieved Master Builder status and within their ranks 133 advisors have achieved the ultimate Manulife recognition of 5 Star Master Builder. Ross is one of them.

Grant Cloran

E-mail Grant

Follow me

Grant Cloran graduated from HEC Montreal in 2007 obtaining his B.Com specializing in Finance. During his studies, he founded a home theater installation company that was the sole service provider in Quebec for one of Canada’s largest electronics retailer. Afterwards, he joined his father, Ross Cloran, and co-founded Cloran Financial Planning Group. He is now a member of Manulife’s Independent Advisory Channel where he has attained up to the level of their President’s Club and was also invited to speak at Manulife’s Elite Insurance conference in Florida. Grant has also qualified for many events with top insurance companies across Canada in the past years. He was runner-up, in the life insurance & in the wealth management categories, for the Vic Savino Development Award in 2013 at Manulife Financial; designed to recognize the achievements of advisors new to the business.

Pierre-H. Trudeau

Follow me

In 2014, Pierre-H. Trudeau graduated from Ottawa University.  There, he obtained a B.S.Sc. with a Major in International Relations/Politics and a Minor in Civil Law. After graduating, he worked one year in accounting before seeking new challenges. During his young career, Pierre demonstrated and developed strong skills in customer relationships and business analysis. His experience has pushed him in volunteering for several important fundraiser events in Montreal. He also joined a group of volunteering student in Australia aiming at protecting the environment and wildlife from natural disasters. Pierre is now proud to be part of the Cloran Financial Planning Group.

Stavroula Tzouras

Follow me

Stavroula Tzouras joined Ross in 2009 as his Marketing Assistant. Her main responsibilities are making sure that all our operations are running smoothly and she is always available as a liaison to answer our client’s questions whenever they arise. She relies on her 20 years of experience servicing clients in the retail world as an employee and manager and her bookkeeping knowledge acquired at ICS Canada. She is a social sciences graduate of Vanier College in 1987 and a valued member of our team.
Insurance products and financial planning services are offered through Cloran Financial Planning. Manulife Securities Disclaimers Mutual Funds are offered through Manulife Securities Investment Services Inc. Banking products are available through referral