Established in 1995, Global Financial Brokers Limited (“GFBL”) has over twenty-six years experience acting as an intermediary for companies across all sectors of our economy.
Our services focus solely on all aspects of Organisational Wellness including Group Health, Life and Pension Brokerage and Administration. GFBL specialises in the design, implementation and servicing of superior, innovative Employee Benefit solutions for our clients. With over sixty (60) employees, GFBL boasts of having the largest Employee Benefits Team in the local Insurance Brokerage industry; working in tandem with its affiliate company, Total Benefits Specialists Limited (“TBSL”).
TBSL was formed in 2010 to focus primarily on providing Employee Benefits consultancy, oversight and administrative support for our clients. Our clients therefore benefit from the combined competencies of both GFBL and TBSL, collectively referred to as “GLOBAL”. We are a seamless extension of our client’s HR and Finance departments delivering reliable and unmatched assurance that all employee benefit needs are met.
Our Mission
Creating resilient workforces by equipping our clients with customised benefit packages and tools designed to increase Employee Wellness.
Our Team
Executive Leadership Team

financial services industry. She began her working career in England and is a British trained State Registered Nurse. This experience has contributed to her
success in the development and management of Health Insurance programs. Her expertise lies in the areas of Employee Benefits and Financial Planning having
completed various training programmes in Life Insurance and Employee Benefits. Mrs. Chin Yuen Kee has served on the board of prestigious local companies such as Scotia Life Trinidad and Tobago Foundation, Heroes Foundation, La
Brea Industrial Development Corporation, the South Cancer Support Group and Eric Williams Medical Sciences Complex Authority.
Certification:
• LUATC; and
• AMTC
Mrs. Chin Yuen Kee serves as:
• Global Financial Brokers Limited – Consultant and Director
• Total Benefits Specialists Limited – Consultant and Director
• Energy Chamber of Trinidad and Tobago – Honorary Lifetime Member/ Past Director
• Loan Enterprise and Network Development (LEND) - Director
• International Women’s Forum (IWF) – Honorary Lifetime Member/ Past Director
Contact Information:
Phone: 1 868 628 4942
Email: schin@globalfinancialtt.com

Michelle’s experience has allowed her to strengthen her technical expertise to the best advantage of our clients. She continuously assesses and refines operations to ensure that client expectations are met. Additionally, she partners with the client and/or Insurer to gain acceptance of Global’s innovative methodologies.
Certification:
• Fellow, Life Management Institute (FLMI)
• Associate, Customer Service (ACS)
Michelle serves as:
• Global Financial Brokers Limited – Director
• Total Benefits Specialists Limited- Director
Contact Information:
Phone: 1 868 628 4942
Email: malonzo@globalfinancialtt.com

to assume greater responsibility in the company, expanding his portfolio to include managing the Business Development Department, Client Interface, the
TBSL Network Team and general mediation as advocate between client and Insurer.
Jeremy's responsibilities span Global’s Health and Life, and Pensions clients.
Certification:
• Health Insurance Association (HIA)
• TBOSIET Certified
Jeremy serves as:
• Global Financial Brokers Limited – Director
• Total Benefits Specialists Limited- Director
Contact Information:
Phone: 1 868 628 4942
Email: jlee@globalfinancialtt.com
Management Team

At Global, Justine is responsible for:
• Conducting Financial Wellness sessions to groups of employees, both onshore and offshore, educating them on the requirements to achieve financial wellness.
• Conducting financial planning sessions with individual clients to assist them in attaining their retirement and other financial goals.
• Researching and analysing all investment opportunities presented to Financial Wellness clients, selecting appropriate investments that align with their objectives and their plans for retirement.
• Assisting clients in calculating and assessing refinancing options for their debt.
Certification:
• Bachelor of Arts (Hons)
• Mutual Fund Investments Accredited
• General Insurance State Licensing Accredited
• Critical Life Insurance and Health Crisis Protection Accredited
• TBOSIET Certified
• International Certificate Wealth and Investment Management
Contact Information:
Phone: 1 868 628 4942
Email: financialwellness@tbsltt.com

Brokerage. At Global, Johann manages the Health & Life Administration Department which entails the management of three (3) teams and their daily
portfolios, while ensuring client satisfaction is met and in line with our service agreements. He also manages the designing and building of client benefit plans on Global's proprietary database.
Certification:
• Diploma Business Information Systems
• TTII-State Licensing Long Term Insurance
• AHIP HIA Designation
Contact Information:
Phone: 1 868 628 4942
Email: jsalina@globalfinancialtt.com

At Global, Lisa is responsible for:
• Providing expert advice, information, financial and statistical data to employers and clients to enable fully informed decisions on their pension plans
• Overall management of the Group Pension Plans portfolio; and
• Designing and implementing systems and procedures to reduce process bottlenecks
Certification:
• Bachelor of Art (BA) Business and Finance
• Association of Business Execution (ABE) - Diploma I, II and III
Contact Information:
Phone: 1 868 628 4942
Email: lchinshue@globalfinancialtt.com

During her tenure at COPOS, she was admitted a Fellow of the Association of Chartered Certified Accountants (FCCA) and earned the local accounting designation of Cartered Accountant (CA).
At Global, Michelle’s core functions include:
• Preparing annual financial statements for both GFBL and TBSL, for audit purposes
• Preparing quarterly management accounts for both GFBL and TBSL, including balance sheet reconciliations and variance commentary
• Preparing annual budgets for each department and measuring performance against same quarterly
• Assessing the sustainability of potential company investments; and
• Advising on strategic and business planning.
Certification:
• Fellow of the Association of Chartered Certified Accountants (FCCA)
• Certified Accountants (CA)
• International Credit Union Development Educator (I-CUDE)
• Executive Masters of Business Administration (EMBA)
Michelle serves as:
• Institute of Chartered Accountants of Trinidad and Tobago - Member
• Sea Front Lions - Member
• UWI STA Alumni - Member
Contact Information:
Phone: 1 868 628 4942
Email: mgtacct@globalfinancialtt.com

At Global, Sharaz is responsible for:
• Running system audits to ensure the optimal security of the network.
• Providing user requirement and system specification to the database and web developers involved in the creation of Global’s Client Online Portal (“Javelin”)
• Maintaining Javelin and handling external user queries from all clients.
• Assisting the Database Administrator with day to day running of Global’s claims management system.
• Upgrading hardware and software that is required on the network
Certification:
• Bachelor of Science in Business Computing (BSc) (Hons)
• Certificate in Fundamentals of Project Planning and Management
• International Diploma in Computer Studies
• International Advance Diploma in Computer Studies
• Certificate in Computer Repairs
• Grade 2 Customs Clerk License
• Google IT Support Professional Certificate Specialization
Contact Information:
Phone: 1 868 628 4942
Email: itsupport@globalfinancialtt.com

At Global, Kerry’s core functions include:
• Interviewing and Onboarding new employees
• Collaborating with managers regarding recruitment for new job positions in the Company and conducting preliminary screening on all applicants
• Co-ordinating and participating in staff appraisals alongside department heads and employees; and
• Providing support and assistance to the Management Team on handling and resolving HR issues
Contact Information:
Phone: 1 868 628 4942
Email: hr@globalfinancialtt.com

At Global, Karinna is responsible for:
• Managing the day to day operations of the Network Administration Department
• Reviewing of the Network Administration Department Policies and Procedures
• Reviewing and Analysing Claims
• Investigating Claim Errors
Certification:
• Associates’ Degree in Tourism Management
• HIA Designation in Supplemental Health Insurance (in pursuit)
Contact Information:
Phone: 1 868 628 4942
Email: coordinator@tbsltt.com
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