Consulting
The role of the consultant is to source the best program available within the parameters of intended coverage options and price point available in the best interest of the client, without bias, to which they serve.
Sometimes getting to DONE, is as easy as a coffee and conversation!
At Your Service
There are no additional layers of pricing involved towork with the best consulting services offered. From the initial consultation to discovering what works best, aligning benefits to productivity and safety, to the placing of the business, through to the servicing of the contract on an ongoing basis, our customers always know the team is there to get the answer promptly and efficiently.
Protection for employees and their families
Custom design
Flexible
Corporate competitive edge
Affordable
Choice
Tax-effective
Control
Sustainable over the long term
Custom Designed
- Traditional Benefits
- Administrative Services Only (ASO)
- Health Spending Accounts (HSA)
- Flexible Plans
- Refunding Accounting
- Wellness programs
- Strategizing the Hybrid Model customized to suit
Industry Expertise
- Published Author
- Public Speaker
- Pod-Zoom-caster
- Educator
Foreign-Owned Business with Canadian Employees
- Working with head office HR teams
- Connecting to business experts in legal, policies, accounting, etc.
- Built to suit and accommodate Head Office culture
Employee Meetings
- Keeping Staff informed on an on-going annual basis
- Technical updates
- Pricing and/or coverage changes
- Positive reinforcement of the compensation value
- New initiaties
Choice & Control
- Options to suit
- Building to budget
- Sustainable
- Choice of carriers
The Culture “Fit”
- Achieving the vision of the customer
- Intentional | Strategic | Consistent
- Compensation | Culture | Wellness
Trusted By
Consulting Perspective
What’s Missing?
Guidelines, Policies, Procedures for Employee Group Benefits The Benefit Administrator’s Checklist is just the beginning… Who manages your guidelines, policies, and procedures regarding your organization’s employee group benefit plan? Do you even have a policy that...
Benefit Discrimination based on Marital Status
There have been more than a few situations in which spouses who are both employed within the same organization have been declined access to benefits because an employer “thought” they need only offer benefits to one or the other, but not both. This is just one example...
Discretionary Effort
As business owners, we know there is a difference in our hired staff between those who just meet the basic requirements of the position—make do or get by to get paid—and those who maximize what they are capable of and “shine” to become the stars of the organization....
The Power Perspective
The best interest of the client is the ONLY interest considered.