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Senior Financial Broker

Senior Financial Broker

Senior Financial Broker

Your Source For...

Trusted Partners

I work with Allianz Assumption Life Beneva Blendable Canada Protection Plan Desjardins Destination Travel Group GSC Humania iA Financial Group LaCapitale Manulife SSQ Insurance Edge Benefits Empire Life Travelance

What Patricia Offers

Employee Group Benefit Packages

Employer with 1 or More Employees

Individual Services

Wealth Investments and Insurance Needs

For the Founder

Business Protection and Investment Needs

What is a Group Benefits plan?

A group benefits plan is an insurance plan for a group of 2 or more individuals in a company that provides certain services for the employer, employees and their families. The company becomes the plan sponsor for the Group Benefits plan that helps the employer and their employees cover the cost of things that provincial health care plans may not pay for including certain prescription drugs, dental, hospital, vision, paramedical and ambulance services.

Each plan sponsor has unique objectives. I will find creative and flexible solutions that meet your business needs and ensure that you get the best value for your benefits.

Group benefits for your company helps retain staff, improve morale and increase productivity, and keep your employees healthy and at work. It can be less expensive than providing salary increases. In a competitive job market, a group benefits plan is a great way to separate yourself from the competition.

You can combine your group benefits plan with a retirement and savings plan to help the employer and their employees reach their financial and retirement goals.

Why offer a Benefits Plan?

Benefits for your Company

Benefits to Your Company

Benefits for your Employees

Benefits For Your Employees

Benefits for the Founder

Benefits For the Founder

Group Retirement Plans

Group Retirement Plans provide one of the best tax-sheltering opportunities available and can be a significant benefit to employees. From the viewpoint of the Plan Sponsor, group retirement plans can play a very significant role in attracting new employees and increasing employee retention. Not only you are investing in the success of your business, but you are also investing in the employees you hire to help your business achieve success over time. One effective way to reward your employees for being productive and contributing to the success of the business is through a group registered retirement savings plan.

There are many options available when putting together a group retirement plan. I will do a very thorough review of all the retirement options and provide you with the best option for your company.

For the Company

Benefits to Your Company

For the Employee

Benefits For Your Employees

For the Founder

Benefits For The Founder

Individual Insurance

I provide comprehensive solutions to protect you and your family. Whether you are buying a new home and need mortgage insurance, you are having your first child and need to save, you want to protect your income against a disability or critical illness, planning for the continuation of a business or preventing unnecessary taxation on your estate… Everyone needs insurance.

I represent many insurance companies and recognize that every client is unique and has different objectives. I will assist you in evaluating your insurance needs and to help you in determining which product is the right solution for you.

The products available include:

For the Company

Benefits to Your Company

For the Employee

Benefits For Your Employees

For the Founder

Benefits For The Founder

Individual Investments

I will provide a customized, designed plan to achieve your financial goals. I provide a complete range of retirement, investment and annuity solutions designed to meet your saving accumulation and income needs. The products available include:

For the Company

Benefits to Your Company

For the Employee

Benefits For Your Employees

For the Founder

Benefits For The Founder

About Patricia

Patricia "Patty" Stevens — Wealth Group Benefits Specialist Headshot

Patricia 'Patty' Stevens — Wealth Group Benefits Specialist HeadshotPatricia Stevens is an award winning, experienced Senior Financial Broker at Experior Financial Group. She has 11 years of expertise in the financial and insurance business as a Senior Financial Broker, with 15 years of experience in the Group Benefits field working for such companies as Sun Life Financial, GroupQuest as their Director of Marketing, and two brokerages. She has coached and given advice to other Professional Insurance Agents on their Group Benefits plans for their clients. In 2009, she obtained the World Class Customer Service Award from Sun Life Financial. She is known for her strong focus on building lasting relationships, exceptional attention to detail, time management skills and her friendly, caring personality. Patricia is fueled by her passions for helping people succeed in business, by serving, teaching and using her extensive knowledge to successfully achieve her client’s goals. She helps small business owners grow their wealth, protects them financially and provides competitive Group Benefits to retain their valuable, talented employees and have workplace wellness within their organization.

Qualifications

Mission Statement

To use my financial and group benefits knowledge to help inspire and improve Small Business Owners lives and their businesses.

Values

Vision

To serve small business owners by providing financial protection and enhancing their company’s culture to increase employee retention and workplace wellness.

Values

Benefits to Your Company

Vision

Benefits For Your Employees:

To further grow my business as a valued, admired advisor for small business owners by providing them with financial protection, increased wealth growth and competitive group benefits to obtain workplace wellness within their companies.

Testimonials

Contact Us

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