Cultivate Trust
Dedication to Client Service
Knowledge and Experience
Innovative Solutions
Professional Yet Personal

Cultivate Trust
Trust is the fundamental common denominator of any good relationship at both the interpersonal and business levels. Earning trust is one of the outcomes that we endeavor to achieve with each and every client. Trust does not develop unless there is a conscious intention to create it. Our intention is to have our clients trust us because we conduct business with:

• integrity, honesty and trustworthiness.
• the client’s best interest at the forefront of our actions.
• open and authentic communications.
• genuine care and concern.

Dedication to Client Service
Our dedication to client service is all about bringing customers back and about making them happy enough to pass positive feedback about our service along to others. Our team is committed to demonstrating our dedication by:

• listening to our clients.
• not making promises unless we will keep them.
• being helpful, even if a client need is outside of our core business focus.
• always being responsive and courteous

Knowledge and Experience
The insurance industry is highly complex. Our on-going goal is to be the most knowledgeable and experienced group health and group retirement benefits experts in the Canadian insurance industry. Our team has over 100 years of combined experience, yet we continually invest in upgrading our knowledge base as the industry evolves. We have the knowledge and experience to explain the complex details by using clear and straightforward language, or taking away the complexity by managing it on behalf of our clients.

Innovative Solutions
Innovation is the application of better solutions that meet new requirements due to changing needs, industry changes, and local, national or global environmental influences. This is accomplished through more effective products, processes, services, technologies and/or ideas. As a team, we constantly strive to bring tried and tested solutions to our clients and new innovative solutions when improvement is required.

Professional Yet Personal
The ability to build and sustain long-term client relationships is what has made our team a success. To do that, we focus on delivering the utmost in professional service while looking after each client’s unique needs through effective personal interactions. Many of our clients consider us an outsourced part of their own human resources department because we focus on being professional yet personal in all that we do.