about us

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Who we are

We are a dedicated team of employee benefits consultants and plan management specialists. Based in the Okanagan, we work with companies throughout BC and Alberta in designing, implementing and providing on-going management of employee benefit and group retirement plans. Our clients range from local employers with a few employees, to national employers with multiple divisions across Canada. We establish and manage plans for multi-employer groups, and routinely work in union environments.

What we do

Our services encompass all aspects of your employee benefits and group retirement plans. We provide a comprehensive review of your program and detailed comparisons so that you can be confident you are offering the best possible programs for your group. We manage plans at the employee level,  providing a single point of contact for you and your employees at all times. We assist with day to day plan management, contacting insurance companies and service providers on your behalf, so you can do what you do best... run your business. We will provide:


  • Detailed benefits plan review


  • Comprehensive market survey


  • Renewal negotiation


  • A single point of contact for you and your employees.


  • On-going day to day administration and claims assistance


  • Customized communication


  • Clear concise reporting


  • Updates on industry trends and government changes.

Why choose us

We work hard for you and strive to exceed your expectations in every aspect of our service. As an independent broker, we represent all major benefits providers in Canada. This allows us to provide solutions that are comprehensively tailored to your specific needs. We ensure you are always receiving the very best cost and value in your program. 


We believe in creating in-depth relationships with each of our clients, making it a point to understand your goals and concerns and pay attention to the details unique to your industry, and to you. With our years of experience and deep knowledge in the employee benefits industry, we educate you on the different products and services available in the marketplace. We make recommendations on how to maximize value and ensure your plan remains sustainable for the long-term. We provide communication and reporting in a clear and concise manner so that it can be easily used to make important decisions for your company. 

Representation

We represent all major benefit providers in Canada, and have preferred broker status with many carriers. 


  • Manulife Financial
  • Sun Life Financial
  • Green Shield Canada
  • Empire Life
  • RBC Insurance
  • Benefits By Design
  • The Co-operators
  • Great West Life
  • Can Health & Dental Plans
  • GroupSource
  • Pacific Blue Cross

Benefit Plans

Life Insurance

Beneficiary receives one time benefit in the event of loss of life


Accidental Death & Dismemberment

Beneficiary receives one time benefit in the event of dismemberment or accidental death


Weekly Indemnity

Provides a weekly benefit in the event of accident or sickness


Long Term Disability

Provides a monthly benefit in the event of total disability (up to age 65)


Extended Health Benefit

Provides benefits not covered by provincial health plans


Dental Benefit

Provides reimbursement for basic / major restorative, orthodontic expenses


Vision care

Provides reimbursement for eye exams, eye glasses, contact lenses