Training and Consulting


            Working with our clients on the path of success

With over 80 years of combined insurance, business and project management experience we work with all sizes of the insurance broker market, as well as insurance companies on their business needs.  We handle all consulting engagements in a professional manner and respect the privacy of all our clients.   

Managing Partner -  Greg Purdy ([email protected]

With over 30 years’ experience in the insurance technology marketplace, Greg brings a unique perspective on how to build a successful company. After graduating from the University of Guelph, Greg joined the Royal Insurance Company as a technical analyst for broker automation and then moved on to the position of Director of Canadian Operations for Applied Systems.  As C.E.O. of Applied Systems Canada, Greg led the company to the leading market position, with over 1200 broker customers. Greg was given the added the responsibility for international development and successfully established UK operations with The Agency Manager UK Unlimited. As a senior executive with responsibilities in Canada, the United Kingdom and the United States, Greg played a significant role in the growth and financial performance of Applied Systems with particular attention to, marketing, product development, customer service, international expansion, and mergers and acquisitions.


Managing Partner - Michelle Cole-Kennedy ([email protected])

Michelle has over 27 years of experience in the Insurance Industry.  Prior to becoming Managing Partner of Pathway Partners Ltd.  Michelle was the Vice President of Client Services at Applied Systems Canada Inc.   In her role as Vice President, Michelle was in charge of the Consulting, Technology and Design, Support Services (Call Centre), Training and Development and the Information Technology divisions.  Michelle was also the Liaison for the Montreal location and the company’s Corporate head Office located in the U.S.   She has over 20 years’ experience in the Service and Information Technology area and is adept in both the Relationship Management and Project Management fields.  Michelle has many accomplishments including the development of innovative standards in Client Relationship Management (CRM) and Strategic Organizational Technology Plans for Insurance Brokers across Canada.  Prior to her tenure at Applied Systems she was a licensed Insurance Broker in the Province of Ontario.  Michelle has served as President of TIWA (Toronto Insurance Women's Association) and volunteers on a number of boards in her local community.