As Senior Vice-President of Group Benefits at Sun Life Financial, Dave Jones leads Canada’s largest provider of group benefits for over 23,000 organizations, covering over three million Canadians and their families. He joins Robin & Al for a timely conversation surrounding the mental health crisis faced by many this past year, as business owners work diligently to remove barriers to mental healthcare services for their employees. Leadership committment is crucial to the development, implementation, and sustainability of workplace initiatives, especially those related to healthcare.
Family man and serial entrepreneur Jeff Lopes has built an impressive resume over the last 24 years as the founder of brands like Kimurawear and Tru Blue Homes. He joins Robin & Al for an inspiring conversation, sharing the passions & purpose acquired on his motivational journey as a father, business leader, coach and mentor.
“We enhance the lives of many, and it all starts with one…”
This episode is sponsored by Life & Legacy Advisory Group and Aria Benefits.
Many businesses are resorting to temporary layoffs in response to the COVID-19 pandemic and its impact on the economy, causing real anxiety for both employers and employees concerning what will happen next. Employment lawyer Rich Appiah joins Robin and Al to better explain the challenges and misconceptions surrounding temporary layoffs, as legal rights and Common Law rules continue to be tested.
In this special edition of Starting with One, Lori Cammerota of Open Doorz Strategy joins Robin and Al to discuss the immediate challenges that business owners are now facing due to the global crisis brought on by the Coronavirus outbreak. How do we look past the ‘doom and gloom’ and begin to stabilize ourselves and then others who depend on us? A new level of leadership will be required to help us find positive opportunities and remain optimistic while adjusting to our new reality.
In this episode, industry expert Scott Edgington returns to discuss the benefits of guaranteed income streams with Al & Robin. The discussion includes longevity risks, the challenges of investment inflation, annuities and lifetime income benefits as well as the importance of talking with an advisor so you won’t outlive your money!
How do you create “magic” in your corporate culture, and how do you actually get employees excited and talking about their benefit plans? Tune in to hear how today’s guest did just that, and in a fairly short amount of time to boot! James Malliaros is the Managing Director for myWorld Canada. A self proclaimed “citizen of the world”, it is quickly evident that James’ global career has prepared him well to implement best practices that he has encountered on his journey. In a world where companies are fighting for talent, it’s easy to see why employees at myWorld have embraced their new program. I enjoyed this conversation immensely. I hope you enjoy it. RB
What have you always wanted to know about Group Retirement Plans but have been too afraid to ask? Well, let me introduce you to your new best friend, Alex Bertola. He has been Account Executive at Manulife for the last 13 years. Alex has had exposure to both U.S. as well as Canadian programs. As such, his experience has made him a great resource to both advisors as well as their clients. Be sure to tune in to find out what types of plans exist today, as well as the pro’s and cons of each. We also chat about the “right time” to implement a plan and what’s in it for both employers and employees. Finally, you’ll hear us joking around about putting Alex in a boardroom with a whiteboard, trust me, you want to see the magic in person. He’s certainly one of the reasons I enjoy this industry so much….you meet some great people along the way. I hope you enjoy it! RB
As Head of the Group Life & Health business at RBC Insurance, Julie leads a team with overall responsibility for the product development and strategic direction for RBC Insurance’s Group Benefit Solutions. With a focus on innovation and thought-leadership, her team is committed to differentiating RBC through product and service enhancements that make it easier for clients to lead a healthy lifestyle, manage their benefit programs, and return to health if faced with a serious medical condition. This is an episode you won’t want to miss. From learning about Julie’s unique journey in wellness and healthcare, to current innovations in employee benefits, to where she feels the industry as a whole is headed in the near future. I had such a great time chatting with Julie. I hope you enjoy it. RB
Julie Ford is the founder and Principal Consultant at Glance Marketing in Toronto. Glance is a full-service agency that gives businesses access to a wide range of marketing strategies, services and skillsets that help them achieve their goals. This episode was a walk down memory lane for me. Julie is the person I reached out to when I was trying to build the new Aria Benefits brand. Listen in as Julie walks us through her unique approach with clients (me), and how that translated not only into an incredible brand story to tell, but also a wonderful friendship. I really enjoyed this conversation with Julie. I hope you do too! RB
What have you always wanted to know about Health Spending Accounts but have been too afraid to ask? Well, here’s your opportunity to listen in and hear it from two of the top minds in the industry. In today’s episode, we have a great conversation with Tim Kane and Steve McEwan of myHSA. These two are really fun to speak with and you’ll hear us discuss everything from HSA’s, PSA’s, WSA’s…don’t worry, we break down what all these silly letters mean and how they can help your company. The folks at myHSA are doing some very cool things in our industry, so it’s been amazing to watch their growth and development. This one was a lot of fun to do. I hope you enjoy it. RB