“My insurance company wanted a 37% increase, which was well into seven figures. Creative Benefits Alliance completed their no fee audit, managed the RFQ process and ended-up negotiating a 0% increase with a three-year rate guarantee. Rob, Paul and their team provided a service that saved me a lot of headaches and dollars. I could not have accomplished these outcomes without them. They receive my highest recommendation and loyalty.”
Frank Price, HR Manager, Transalta Corporation

“For the past seven years Creative Planning Group has been a vital part of the Weatherford Benefit team. Whether it was negotiating the annual renewal, or navigating the pension committee through the implementation of our CAPP and SIP Guidelines, the support has always been professional, timely and accurate. They provided ongoing support on a day-to-day basis, as well as handled many special cases when circumstances required it.”
Laurel Satter, Manager, Benefits & HRMS, Weatherford Canada

“In the few years that I have been in my role, it was a pleasure to have the support from the Creative Planning Group. They were always professional and dealt with my requests on a timely manner. It didn’t matter if the issues were big or small they did what they can to provide the support and the feedback I needed.”
Lily Wong, Benefits Supervisor, Weatherford Canada