WHAT MAKES US STAND OUT
Who We Are
We are critical thinkers, problem solvers, musicians, and dog lovers - and we are experts in group benefits and individual insurance solutions.
Our Team
Jeff Sims
Jeff has decades of experience working with businesses navigating complex government technology tax credits, grant, banking, and investment programs along with a deep understanding of the tax implications of employee group benefits. He understands how to leverage proper tax planning for all our clients. Jeff holds a Master’s Degree in Administration, a Baccalaureate in Social Sciences, a Diploma in Business Administration, and a BC Insurance License.
Shannon Gerigs
With experience supporting numerous insurance brokers at a leading Managing General Agency, Shannon has acquired in-depth knowledge of the individual life and health insurance market. Shannon engages with each client interaction methodically and with infectious enthusiasm. She holds a BC insurance license and is actively pursuing her Certified Health Specialist Designation. She is a proud member of Advocis and is currently the treasurer of the Vancouver Island Chapter board.
Driven
We are fueled by a genuine passion to see our clients' businesses thrive. Our team is driven by the belief that our success is directly tied to the success of our clients. With a deep understanding of our client's industries and a relentless pursuit of excellence, we go above and beyond to deliver tailored strategies and personalized support that align with their unique goals and objectives. We take pride in building long-lasting partnerships and being a trusted advisor to our clients, providing them with the tools, knowledge, and support they need to stay ahead of the curve. When you choose our team, you can be confident that you are partnering with a team that is genuinely invested in your success.
Dependable
We understand that our clients rely on us to design comprehensive and tailored benefit packages that meet the needs of their employees. By being dependable, we demonstrate our commitment to delivering top-notch service and ensuring that our clients can trust us with their most valuable asset – their workforce. Our team of experts takes the time to understand our client's unique needs and objectives, working closely with them to develop benefit plans that not only attract and retain top talent but also align with their overall business strategy. We pride ourselves on our attention to detail, timely communication, and the ability to deliver on our promises.
Innovative
By implementing cutting-edge solutions, we can streamline the administration process for group benefits, making it easier and more efficient for our clients. Additionally, our innovative approach provides their employees with enhanced access to timely healthcare services. This not only improves overall employee well-being but also reduces the number of sick days taken. We believe that by embracing innovation, we can create a positive impact on our client's businesses and help them achieve their goals more effectively.
Goal Oriented
We believe that the needs and satisfaction of our clients are of the utmost importance and are constantly striving to provide the most comprehensive and advantageous solutions. By focusing on your goals, we can ensure that our clients receive personalized packages tailored to their unique needs, resulting in maximum value and satisfaction. With our unwavering commitment to excellence, we are confident in our ability to provide our clients with the best benefit packages available.
Collaborative
By fostering a collaborative approach, we can unlock valuable opportunities for our clients, which allows us to tap into the diverse perspectives and expertise of our partners, enabling us to deliver innovative solutions that meet the unique needs of our clients. We value open communication, active listening, and mutual respect, as these are the pillars of successful collaboration. By working together, we create an environment where ideas flourish, problems are solved, and goals are achieved.
Lean On The Experts
You don’t have to do it alone. Our team of experts is waiting to help you.
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