|Job title||Group Benefits, Pension & Wellness Advisor|
As a Group Benefits, Savings & Wellness Advisor with CapriCMW Insurance, I help businesses create effective and measurable programs that are in line with organizational values, goals & budget. Whether that means traditional group insurance, health & wellness spending accounts, or group savings and retirement.
I have always had a passion for helping entrepreneurs develop their business and in 2011 the focus became helping employers navigate the complexities of employee benefits. I started my benefits career in 2011 working for the largest group benefits insurer in Canada where I held several roles and worked with clients across Ontario and later B.C.
Joining CapriCMW’s Benefits division in 2018 gave me the freedom to bring my expertise, innovative ideas and customer-centric practices directly to clients and make a difference in their business. I will work in partnership with any of the stakeholders involved from Owners & Executives to HR & Finance and deliver a bar setting client experience, a transparent process for measuring ROI and cost efficiencies and best practices for employee onboarding and on-going employee experience.
Outside of work, I’m an active board member of Kelowna Women in Business and when it’s time to have fun and relax, you can find me enjoying the beautiful Okanagan outdoors with my family, or at a local winery.
|Postal code||V1Y 8H2|