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
Transformative Benefits
To take a page from the great business leadership coach, Dan Sullivan, when it comes to benefits, our goal would be; If we were to have a conversation three years from today, and you were sitting here looking back over those three years, what has to have happened for...
Knowledge does NOT equal Wisdom
The valuable lessons learned from our clients. Early in my career as an accidental entrepreneur, I felt to gain the clients confidence I needed to wow them with how much research I had completed regarding insurance and specifically employee group benefits that I...
The Enduring Relationship of Time and Money
Recently the discussions around the boardroom table have delved into the deeper “why”. Why do we do what we do? Start with the why, rather than the what and how. Studies of sustainable sales cycles show the relationship between time and money impacts how those hidden...
The Power Perspective
The best interest of the client is the ONLY interest considered.