Ryan Weiss, Vice-President Product and Experience at Canada Life joins Robin & Al to discuss the first fully digital employer-sponsored RESP. This new product helps employees advance their long-term savings goals through their workplace benefits with a simplified online enrolment process. Ryan speaks about the importance of creating a great member experience and their commitment to the financial, physical and mental well-being of all Canadians, not just at retirement, but across all life stages.
Louis Isabella, CPA, talks with Al & Robin about the little known and often under-utilized Registered Disability Savings Plan (RDSP) and its very unique features & advantages. Learn how it could apply to your situation.
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
Ever meet someone at a function and be so impressed by their passion for what they do? This was certainly the case when I met Marie-Chantal Cote or “MC” as she’s known to her friends and colleagues. MC is the VP Market Development at Sun Life, Group Benefits. In today’s episode, we discuss some of the innovation initiatives currently under way at Sun Life. MC gives us some insight on how clients can “Bend the Benefits Cost Curve”. She further explains that there is a strong digital component at play which is helping employers and employees alike manage their claims costs. Finally, we talk about how using data analytics and artificial intelligence can be used to help educate plan members and thus, improving the overall employee benefits experience. I really enjoyed this conversation with MC. I hope you do as well. RB
Aly Dhalla is the CEO/Co-Founder of Finaeo, a venture-backed insurtech company building the digital fabric to power the life insurance industry globally. In today’s episode we sit down to discuss what shapes corporate culture, how and why Finaeo is changing how advisors are doing business, and what clients get out of all this. Finally, we discuss the future of employee benefits in Canada. If you’ve never heard Aly speak, then make sure you tune into this episode, you won’t be disappointed. I hope you enjoy it. RB
I’m sure you’ve heard all sorts of things about telemedicine and virtual healthcare, but where to begin?? Today’s discussion is with Michael Dunne of leading virtual healthcare provider Dialogue. During our chat, we discuss the evolution of virtual healthcare and how the landscape looks today. Next, we look at the future of these platforms as well as possible integrations with other wellness providers. Finally, we discuss why companies are beginning to implement these programs, and what to look for when choosing a Virtual Healthcare provider for your organization. Michael hails from one of my favourite cities to visit, Dublin Ireland. Like that of his countrymen, his charm and enthusiasm for life are contagious. I hope you enjoy this one as much as I did. RB