From one employee, to thousands; Whether you are in Edmonton, somewhere in Alberta or anywhere in Canada, or abroad, Jay brings a wealth of knowledge, passion, vision, and dedication to creating solutions together. With over 25 years of experience, clients have come to appreciate his timeliness, strategic direction to ensuring you optimize the most out of your benefit, retirement and wellness initiatives. As one of the founders, Jay takes great pride in developing, designing and implementing your best solutions on an ongoing basis.
Candice Martin, ACS
Candice began her career in the employee benefits and retirement field over 20 years ago. After working with one of Canada’s largest benefit consulting firms as well as one of Canada’s leading group insurance suppliers she joined BenefitLink in 2005.
Her years of experience in the benefits and retirement fields have taught her the value of dedication to superior client service and she strives to achieve continual excellence in customer satisfaction with each client interaction. She plays a pivotal role in assessing and identifying claiming patterns, analyzing quarterly and year-end reports, implementation and benchmarking. In addition to group benefit and retirement plans she is well versed in individual life and disability insurance.
Candice’s dedication, excellence, responsiveness, and everyday issue solving ability are very much appreciated by both employers and employees.
Holding a senior position within the company, Christine analyzes and evaluates all financial aspects of BenefitLink products and plans. Christine has an extensive background in accounting and client services. Building upon her knowledge of emerging trends, continued research and application of such has made Christine a key staff member that directly builds and influences our products and services offered to clients which includes, but is not limited to, retirement plans, benefit reviews and claim assessments.
Christine assists and supports all staff within various aspects of their ongoing roles, product development and carries out company specific training on policy and product handling for new and incumbent employees.
Dori has been in the employee benefits industry for over 15 years and brings a wealth of knowledge in benefits, consulting, human resources and disability management.
Putting clients first is something Dori takes great pride in. She thrives on building long term relationships, anticipating needs and finding solutions when issues may arise. She is known in our industry for her passion, hard work and dedication which ensures she delivers customer service that is second to none.
Krista brings over 12 years of experience working in both the consulting market and insurance carrier industry.
She is known for her amazing work ethic, attention to detail and her commitment to finding and delivering accurate and timely solutions. Her passion, rapport and industry knowledge allows her to provide exceptional relationship management and hands on client care.
With a strong focus on customer service as it relates to employee benefits and total rewards across the Canadian landscape, Shannon provides ideal solutions to everyday challenges and strives to positively impact our customers’ operational efficiencies relating to employee group benefits, health and well-being, employee relations, business procedures and process improvements.
Shannon brings over 14 years of progressive experience in fast paced competitive environments. Responsible for high level human resources strategy for organizations with health benefits, compensation, policy development & application, HCM as well as employee relations, retention and labor relations. Possessing a unique multi industry perspective, she excels in creating customer focused solutions by formulating highly efficient and pragmatic HR strategy and design, and delivering quality results that drive the business through its people.
Trevor joined BenefitLink 15 years ago and manages our Benefits and Pension Solutions. Trevor has over 20 years of experience representing two of the country’s largest providers of Employee Benefits and Pensions and as a Consultant with an International Consulting firm working with clients of various sizes and needs. Trevor is experienced in the design and management, contractual and funding techniques of both traditional, flexible benefit and group retirement solutions.
Thompson & Winnipeg Offices
Kevin White, CFP
Senior Consultant, Investment and Estate Advisor
Kevin started in the financial planning and benefit consulting field in 1992. He majored in Economics at the University of Manitoba and has attained his Certified Financial Planner designation (CFP).
Kevin’s experience has provided him with a strong knowledge of traditional and hybrid benefit plan designs. His strong interpersonal skills allow him to communicate with plan members in a clear and concise manner. He demonstrates the ability to adapt his presentation style to communicate effectively with employees of varying educations and vocational backgrounds, leaving them with a feeling of genuine interest in their benefit and financial concerns.
Kevin is highly service oriented and his hands on approach to employee education and communication is appreciated by both employers and employees. This combined with his background in financial planning adds value to the traditional benefit consultant / client relationship.
Michelle Urbanowski, GBA
Michelle joined BenefitLink in 2004 from a role in municipal government. She obtained her Group Benefits Associate (GBA) designation in 2009. Michelle’s current professional development will provide her with a Certified Employee Benefits Specialist (CEBS) designation.
From benefit design, employee communication, contract management, administrator training and support to resolving every day issues, Michelle is here to provide solutions.
Tanis Norrie, CFP
Financial Planning Advisor
Financial planning is more than just numbers. To Tanis, it’s the people and dreams behind the figures that matter the most. As a Financial Planning Advisor, she can help you gain peace of mind and achieve your dreams for the future, whether it’s a worry-free retirement, running a business, sending children to college, fulfilling a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause.
Tanis entered the financial services industry in 1994 after graduating from Business Accountancy with honors. While progressing through various positions that focused on cash management, investments and lending within the banking industry, she obtained the Certified Financial Planning designation in 2002. She works in conjunction with the advisors and clients to develop financial plans and assist clients with reaching their goals.
Managing your wealth can be complex and time-consuming. Tanis can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, she can help you make the right decisions about your wealth, and help you build the future you desire.
If you are looking for a financial solution that will simplify and enhance your life, please contact us for a confidential consultation.