Experience

Arbutus Financial Services Ltd.

• Canada
• Financial Services
• 1 - 100 Employee

• Managing Partner - Employee Benefits

  • Jul 2015 - Present

  At Arbutus Financial, our focus is working with growth-oriented companies based in the Vancouver area. Our clients have expanded across the Province, across the Country, and to the United States, Asia and Europe. We strive to bring a fresh and innovative perspective to the management of your employee benefits program. With our experience and expertise, we are able to help our clients strengthen the ongoing management of their employee benefit programs by building unique and customized solutions that are cost-effective and enhance their employee’s experience. From traditional to flex-benefit programs, we offer customized employee benefit solutions for all sizes and types of organizations. We have specific expertise in the following areas: Film Production, Visual Effects, Software, Gaming, Technology, Biotech and Mining. We provide insight and bench-marking tools, enabling our clients to ensure they are competitive attracting and retaining the very best people. We are committed to building long term partnerships with our clients. As your business evolves, the needs of you and your employees change…and we will be there with you every step of the way. The success of Arbutus Financial depends upon every member of the team, from the founding and associate partners to the client service representatives, providing value-added services and maintaining friendly, helpful, one-to-one relationships with our clients and their employees. Our process allows us to gain true insight into your needs as an employer and the needs of your employees. Only then can we help you create an employee benefits program that is attractive, sustainable and financially responsible.



Morneau Shepell

• Canada
• Human Resources Services
• 700 & Above Employee

• Principal and Employee Benefits Consultant

  • Jun 2013 - Jul 2015

  As a Principal at Morneau Shepell, I led the SME and Associations Group Health and Benefits Consulting practice and provided consulting advice to a wide number of clients. Primary responsibilities included: Reviewing and analyzing employee benefit program financial experience. Providing technical analysis in the negotiation of renewal rates. Benchmarking and summarizing annual benefit plan costs against prior years and market trends. Creating specifications and conducting employee benefit plan marketing surveys. Identifying and communicating relevant employee benefit market trends and legislative updates. Acting as a sounding board for strategic policy decisions. Developing partnerships with Association clients and implementing marketing strategies to grow their health plan and membership program.



Manulife

• Canada
• Insurance
• 700 & Above Employee

• Account Executive - Employee Benefits

  • Oct 1998 - Jun 2013

  As an Employee Benefits Account Executive, primary responsibilities within this role included:Managing and servicing over 200 clients across numerous industry sectors.Underwriting and risk management of new and existing clients.Providing advice on plan design and funding methodologies to ensure long term financial sustainability. Transitioning and educating clients on Manulife Financial technology and systems.Developing and maintaining relationships with Plan Sponsors to optimize delivery of value added products, services and advice while meeting their respective unique needs and expectations.

• Administration Manager

  • Dec 1994 - Oct 1998