When it comes to Employee Benefits, there is no such thing as a "one size fits all" solution. Each plan is custom designed to suit the unique needs of your firm and your employees. The goal is to create a plan that your employees will appreciate and use, at a price that will be manageable, sustainable, and tax efficient.

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I specialize in providing employee benefit solutions to small and mid-sized businesses, located in Eastern Ontario. I particularly enjoy working with "Mom-and-Pop" businesses and smaller, family owned and operated firms.

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What can you expect from working with me?

• A commitment to staying current with all the new and emerging trends in employee benefits and to keeping you ahead of the curve with leading edge solutions.

• A plan to ensure that your administrators know how to start your plan off properly, right from the beginning.

• Ongoing education and support to ensure that the plan continues to be administered, efficiently and effectively.

• A guarantee that I will work hard to negotiate a fair price for your plan, not only initially, but also at each renewal. A fair price may not always be the "cheapest", but it will ensure that all parties, including the insurer, feel fairly dealt with, building positive relationships, to foster future, positive negotiations.

• Full disclosure of my commission rate structure, using the CGIB Group Benefits Commission Scale. Not a requirement but an industry best practice.

• Quarterly check-ins to review your plan's performance and answer any questions or concerns that you may have.

• Where possible and desired, hold virtual or live quarterly lunch'n'learns for staff on a variety of topics.

• HR resources, designed to assist with a variety of issues, provided at no charge.

• A comprehensive annual review and renewal, including a discussion of any plan administration issues, human resources concerns, potential plan liability issues, taxation policy updates, etc.

• An advisor who understands what it's like to own or manage a small business and administer a group benefits plan.