AeroLeads people directory · profile
Marla Schwartz, Cfa Email & Phone Number
President
at
XALT Claims Management
2 work emails found
@benecaid.com
1 phone found area 416
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
President
Location
Greater Toronto Area, Canada
Company size
Who is Marla Schwartz, Cfa? Overview
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Quick answer
Marla Schwartz, Cfa is listed as President at XALT Claims Management, a with 6 employees, based in Greater Toronto Area, Canada. AeroLeads shows a work email signal at benecaid.com, phone signal with area code 416, and a matched LinkedIn profile for Marla Schwartz, Cfa.
Marla Schwartz, Cfa previously worked as President at Lono Fine Asset Lending and Advisory Board Member at The Group Ventures. Marla Schwartz, Cfa holds Master Of Business Administration - Mba from Schulich School Of Business - York University.
Company email context
Email format at XALT Claims Management
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*@benecaid.com
71% confidence
AeroLeads found 2 current-domain work email signals for Marla Schwartz, Cfa. Compare company email patterns before reaching out.
Profile bio
About Marla Schwartz, Cfa
There is no reason to fear disruption or innovation. For an entrepreneur, these are opportunities, not problems.I've known since university that I wanted to pursue a career in financial services, but what I've realized along the way is that it's the challenge that inspires me. Each one is a new opportunity to uncover areas needing improvement, to strategize solutions, set goals and create value.This is how I collaborated to turn a small Canadian investment firm into a major player in a competitive field. And it’s that same drive that led me to explore a market ripe for disruption, successfully positioning Benecaid for rapid growth and profitability.How do you turn a struggling company into a formidable player in the market?• make innovation your friend• be ready to make some tough decisions to prepare your organization for long-term success• remain agile so you can evolve to suit your organization’s rapid growth The key is to evaluate strengths and assess the challenges facing your organization. Then you can maximize tactical advantages while strengthening areas needing improvement. The process is as exhilarating as the success is satisfying.I love the feeling of chasing a goal, and not just at the office. Several years back I set my mind to learning to cook. I took three years of classes at George Brown College—I was that serious. The experience was amazing, and I still love cooking, almost as much as my family loves eating the results.Specialties include: entrepreneurship | innovation | executive leadership
Listed skills include Disability Insurance, Insurance, Employee Benefits, Life Insurance, and 33 others.
Current workplace
Marla Schwartz, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Xalt Claims Management
9 roles · 43 years
Marla Schwartz, Cfa work experience
A career timeline built from the work history available for this profile.
President
President
Advisory Board Member
Working with like-minded leaders, advise venture capital firm investing in exceptional entrepreneurs. Drive strategy that creates value.
President
Moved quickly from investor to president of group health and benefits organization focused on providing health benefits solutions to small and medium-sized businesses in Canada. Led strategic execution of vision to rebuild organization toward rapid market growth and profitability.Rebranded and reorganized the company to foster innovation and better provide flexibility and cost savings for clients. Analyzed the competitive landscape, assessed organizational strengths and challenges, and… Show more Moved quickly from investor to president of group health and benefits organization focused on providing health benefits solutions to small and medium-sized businesses in Canada. Led strategic execution of vision to rebuild organization toward rapid market growth and profitability.Rebranded and reorganized the company to foster innovation and better provide flexibility and cost savings for clients. Analyzed the competitive landscape, assessed organizational strengths and challenges, and developed the vision that drove success and unprecedented growth. Focused organizational attention toward:• raising capital from private investors to better position the company in the marketplace• creating an advisory board to assist with strategic guidance• exploiting opportunities for evolution in Canada’s competitive financial services market Show less
2005 - Apr 2018
Director
Director and member of the governance committee.
2010 - 2018
~8 yrs
Partner, Director
Newcrest Capital
Restructured and rebranded boutique investment banking and institutional equities firm, quickly developing organization from small independent equity participant to meaningful presence in the Canadian capital market.With responsibility for institutional sales, focused attention and energy on:• developing corporate-client relationships• creating opportunities for new business development
1995 - 2000
~5 yrs
Senior Vice President And Director, Institutional Equity
Midland Walwyn
Created a leading sales and research team along with leading relationship management for the largest banks, mutual funds and pension managers.
1987 - 1995
~8 yrs
Assistant Vice President, Canadian Equity
Responsible for all Canadian equity portfolios including pension, corporate and mutual funds.
1984 - 1987
~3 yrs
4 education records
Marla Schwartz, Cfa education
Master Of Business Administration - Mba
Chartered Financial Analyst (Cfa)
Cfa Institute
Bachelor Of Business Administration - Bba
Graduate
Grinnell Leadership
FAQ
Frequently asked questions about Marla Schwartz, Cfa
Quick answers generated from the profile data available on this page.
What company does Marla Schwartz, Cfa work for?
Marla Schwartz, Cfa works for XALT Claims Management.
What is Marla Schwartz, Cfa's role at XALT Claims Management?
Marla Schwartz, Cfa is listed as President at XALT Claims Management.
What is Marla Schwartz, Cfa's email address?
AeroLeads has found 2 work email signals at @benecaid.com for Marla Schwartz, Cfa at XALT Claims Management.
What is Marla Schwartz, Cfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 416 for Marla Schwartz, Cfa at XALT Claims Management.
Where is Marla Schwartz, Cfa based?
Marla Schwartz, Cfa is based in Greater Toronto Area, Canada while working with XALT Claims Management.
What companies has Marla Schwartz, Cfa worked for?
Marla Schwartz, Cfa has worked for Xalt Claims Management, Lono Fine Asset Lending, The Group Ventures, Benecaid, and Third Party Administrators' Association Of Canada (Tpaac).
How can I contact Marla Schwartz, Cfa?
You can use AeroLeads to view verified contact signals for Marla Schwartz, Cfa at XALT Claims Management, including work email, phone, and LinkedIn data when available.
What schools did Marla Schwartz, Cfa attend?
Marla Schwartz, Cfa holds Master Of Business Administration - Mba from Schulich School Of Business - York University.
What skills is Marla Schwartz, Cfa known for?
Marla Schwartz, Cfa is listed with skills including Disability Insurance, Insurance, Employee Benefits, Life Insurance, Health Insurance, Critical Illness, Small Business, and Strategic Planning.
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