Corporate Health Plan Concierge
Always thinking beyond a merely traditional approach, David's enthusiasm for the business is perfect for finding unique, creative ways to insure clients' current and long-term needs. Early in his 20-year insurance career, he recognized a disconnect between client needs and existing health insurance products. In order to provide solutions that are truly meaningful for clients, he began by understanding what matters to individuals, then finding products that fit the client, rather than trying to make the client fit the product.
Today David's customer-focused approach continues to benefit his clients, both corporate and individual. By proactively researching the market for relevant products, he makes sure his clients' Quality of Life is insured with the most beneficial solutions currently available. From programs to help people stay healthy, to covering medical expenses when they aren't, the goal is ensuring clients and their families are as secure from financial hardship as possible.
David's great strength is with health insurance and corporate benefit plans for employees and executives. He works directly with Human Resources, individual business owners, and members of the executive team, to tailor each company's Quality of Life™ program to the needs of its staff, whether they are a younger, more active demographic, or a more mature employee group working hard to tuck away a family nest egg.
David is active in his community, offering his time and experience to several organizations on a volunteer basis. A dad of four, he is always busy with family and community activities.
Individual Health & Wealth Plan Concierge
Rick earned his Chartered Accounting designation in 1988, and after a few short years in public practice, decided a new career path in supporting people's financial goals on an individual level suited him better. Almost 30 years later, Rick continues working closely with his clients to identify appropriate financial and insurance products suitable for their lifestyle, whether that be planning for a new home purchase or retirement.
Away from the office, Rick enjoys providing commentary on current affairs weekly on the AM1320 radio station. He also volunteers with the Chartered Professional Accountants of BC, Corpus Christi Parish, and various community groups. In his free time, you can find Rick training for a marathon, cheering on the BC Lions or attending a concert with the Vancouver Symphony Orchestra.