Employee Benefits

Our goal when offering benefits advice is to provide you with the highest possible return on your benefits dollars and to ensure your interests are served.  We do this through smart and effective plan design, skillful negotiations with multiple insurers, and continual monitoring of your plan. We stay on top of industry trends, help you understand your cost drivers and engage your employees in the process to ensure you get the best value possible from your plan.   Our process helps you attract and retain quality people as you focus on managing and growing your business.

Group Benefits Manager - Greg Carter CEBS, CFP, CHS

We provide the following services to YOU;
  
• determine your goals as an organization in regards to Employee Benefits
• tailor a plan design that works for your organization now and in the future
• market your plan to multiple insurers and make recommendations that align to your corporate goals
• monitor your plan's financial results and make recommendations to maintain the plan's value
• provide guidance to you and your staff on insurance and related matters
• engage employees in Health and Wellness initiatives
• simplify the process of benefits administration/operation
• provide advice and benefits benchmarking data relevant to your industry and geographic location
• track your claiming patterns to allocate premiums efficiently 

Products and Services offered include

• Traditional Insured benefits plans
• Health Spending Accounts
• ASO benefits plans (self insured)
• Group RRSP and Savings Plans
• Health and Welfare Trusts
• Individual Health and Dental plans
• Coverage for foreign employees of Canadian firms
• Cost Plus Arrangements
• Guaranteed Standard Issue (GSI)
• Group Critical Illness Insurance

Group Benefit Testimonial

We have been working with Greg Carter as our Benefits Consultant since April of 2004 and are extremely pleased with the effort and attention he provides to us on our program.  Greg is passionate about what he does and helps make our lives simpler.  We are confident that any organization can benefit from his experience and recommend him to any group that may be looking for a group advisor and/or new benefits plan.

Bill & Judy MacKenzie
Owners, Nutrilawn Okanagan