Headquarters:
1281 Johnston Road, White Rock, BC V4B 3Y9
Year founded:
2004
Number of employees:
12
Phone:
604 531 7979
Email:
info@davisbenefits.ca
Website:
davisbenefits.ca
LinkedIn:
linkedin.com/company/davis-benefits-&-pensions-ltd
“We don’t just do spreadsheets and decks, we take the lead on execution and communication, and really take care of our clients in ways others don’t in the industry”
Joseph Chan,
Looniewell
DAVIS BENEFITS & PENSIONS
Kirk Davis
President and Employee Benefits Advisor
Aaron Harpaz
Employee Benefits Advisor
Katrina Sinclair
Employee Benefits Advisor
Leadership
Kirk Davis began his career in insurance with New York Life in 1980, branching off to start his own individual and group corporate insurance consulting practice. Fueled by his passion to continually deliver a better experience for clients, he engineered the structure for Davis Benefits & Pensions in 2004. He is committed to being a pioneer in pushing forward industry best practices and proactive solutions. Davis has maintained a strong passion for and emphasis on cultivating wellness and engaged workforces.
President and Employee Benefits Advisor
Kirk Davis
Aaron Harpaz joined Davis Benefits in January 2022 as an employee benefits advisor. Harpaz graduated from the University of British Columbia with bachelor’s degrees in Kinesiology and Education. He was actively involved in his university community, volunteering with large organizations on campus and working as a program assistant for Varsity Camps and Academies.
At the beginning of his degree, Harpaz was empowered by the learning aspects of education and physical health. He fast forwarded his career in education by teaching in secondary school. He then decided to pivot his career from the classroom to the group benefits industry to reach and educate a larger audience.
Employee Benefits Advisor
Aaron Harpaz
Katrina Sinclair joined Davis Benefits in September 2020 as an employee benefits advisor. Previously top sales for Equitable Life in their myFlex department, Sinclair brought a unique healthcare experience to the Davis team. After graduating from University of Waterloo as a varsity athlete with a bachelor’s degree in Kinesiology, she helped a local cardiologist build a cardiac rehabilitation program modelled after the Toronto Rehab Institute. Sinclair then transitioned into the insurance industry working as a disability case manager before expanding into the group benefits business.
Employee Benefits Advisor
Katrina Sinclair
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Brittany Sheppard
Manager, Group Benefits Administration
With over 10 years of experience at The Benefits Trust, Brittany has achieved a leadership role in administration. From claim adjudication to finance to group implementation, she has managed to gain experience in most aspects of the company. She strives to maintain a positive work atmosphere where she and other employees can continue not only to expand their knowledge but enjoy doing it.
Manager, Group Benefits Administration
Brittany Sheppard
Andrew Tambone
Vice President, Investments and Funding
Andrew Tambone is responsible for leading the investment strategy and coordinated management of the plan’s assets and liabilities. This includes oversight and monitoring of the implementation of the ATRF Investment Policy to ensure appropriate investment performance, alignment, and effectiveness.
Tambone is a seasoned investment professional with over 30 years of experience. Prior to ATRF, he was most recently the chief investment officer with the Special Forces Pension Plan, chief risk officer at AIMCo, and chief investment officer at WCB Alberta.
He holds a BA (Hons) in Business Studies and a Chartered Financial Analyst (CFA) designation.
Vice President, Investments and Funding
Andrew Tambone
Davis Benefits & Pensions is a distinguished insurance firm specializing in employee benefits and group retirement advisory services.
As Canada’s first B-Corp Certified Employee Benefits Advisory Firm, we pride ourselves on being a force for good, dedicated to making a positive impact in our community. Our expert team brings a wealth of experience across drug plan management, patient advocacy, disability management, flexible benefits, total compensation strategy, and employee communications.
Our purpose is to educate, advise, and inspire employers to better support their people. Our process ensures no surprises at renewal, no rushed decisions, and no stones left unturned. We stand by our promise of unwavering support, featuring multiple touchpoints yearly and comprehensive compliance, including benchmarking, plan design audits, monthly claims reporting, and KYC governance reviews. We take pride in being transparent and support clients through any challenges they face.
At Davis, we are committed to providing service-oriented advice that is responsive, flexible, and equitable. Our clients are our top priority, and our approach reflects our dedication to active, client-centered services.
With Davis, you gain a partner that not only understands your needs but is also genuinely invested in your success and the well-being of your employees.
“Our philosophy is to be honest, ethical, and transparent with our clients; focus on what’s in their best interest; and help their business thrive”
Joseph Chan,
Looniewell
Adam Little
Partner
Karen Vigmond
Partner
Lara Fitzgerald-Husek
Partner
Liane Brown
Partner
Adam Little believes that achieving exceptional results in personal injury claims requires creativity, dedication, perseverance, and hard work. He strives to apply those qualities on behalf of all his clients.
Partner
Adam Little
Karen Vigmond is committed to assisting personal injury victims and their loved ones achieve the best possible outcomes. Her practice focuses solely on personal injury law, including accident benefits, motor vehicle accidents, medical malpractice, and occupiers’ liability cases.
Partner
Karen Vigmond
Lara Fitzgerald-Husek joined Oatley Vigmond after practicing insurance defence at a leading national firm. The experience of representing many of Canada’s largest insurers has provided Lara with valuable insight into personal injury claims, allowing her to better serve her clients.
Partner
Lara Fitzgerald-Husek
Liane Brown is committed to representing individuals who have suffered serious personal injuries and to families who have suffered the loss of a loved one. Her practice concentrates on personal injury law, including accident benefits, motor vehicle collisions, medical malpractice, occupiers’ liability, product liability and wrongful death cases.
Partner
Liane Brown
Liane Brown is committed to representing individuals who have suffered serious personal injuries and to families who have suffered the loss of a loved one. Her practice concentrates on personal injury law, including accident benefits, motor vehicle collisions, medical malpractice, occupiers’ liability, product liability and wrongful death cases.
Partner
Liane Brown
Ben Irantalab enjoys the complexities of personal injury litigation. His practice is exclusively devoted to representing clients with brain injuries, spinal cord injuries, and severe orthopedic injuries. For him, the cases that require special creativity and thinking outside the box are the most gratifying.
Partner
Ben Irantalab
This modern mindset extends to how Looniewell manages client interactions.
“We don’t hide our commission, our clients know exactly how we’re compensated,” explains Chan. “We strive for same-day response and acknowledgement. Oftentimes we respond and at least acknowledge within an hour.”
As a result, the firm’s client retention is “very high” and a by-product of the trust built upon Looniewell’s methods of operation.
Eager to keep evolving and offering more to the market, Chan is considering expanding beyond consulting services to provide Software as a Service (SaaS) for Total Rewards through platform and analytics.
Chan comments, “Our philosophy is to be honest, ethical, and transparent with our clients; focus on what’s in their best interest; and help their business thrive.”
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“We will continue to strengthen our service proposition and customer experience as a key differentiator, as we build on the momentum we have achieved to date across multiple business lines and territories,” says McLean. “Our im is to continue to grow our market relevance and strengthen our partnerships with our strategic brokers as we expand our leadership position in key sectors.
“We will also continue to invest in talent. We are committed to drawing from the broadest pools of talent, and to creating an environment that attracts and retains stellar employees. We recognise the importance of building teams that are diverse, collaborative, and innovative and are dedicated to cultivating a supportive and inclusive workplace culture in which all our employees can thrive.”
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There is also an absence of ‘consulting speak’ and corporate red tape as Looniewell provides clients with the top-quality fundamentals of measurable results and a highly responsive team.
An example of how focused the team is on delivering the best work possible, Chan prohibited the acceptance of gifts/meals from vendors/partners to ensure there is never any potential conflict of interest.
He says, “We put our clients first and advocate for them.”
Looniewell’s rapid rise has been driven solely by organic growth, and its customer base is the result of referrals, which include organizations with over 10,000 employees to start-up operations seeking to scale.
The firm’s team of consultants have been attracted by the progressive and innovative work environment that features:
· Global Office – work up to two weeks from anywhere in the world
· Work from anywhere – not hybrid, no office, 100 percent remote
· Proprietary tools and best technology to support digital-first work
· Immediate benefits coverage from day one
· Unlimited vacation
· No corporate red tape, no hierarchy, no nonsense – staff are empowered to focus on meaningful client work and professional development
· Day-to-day Shout-outs – to award outstanding work, employees can exchange earned points for gift vouchers of up to $150
· Quarterly Stars Award – employees demonstrating core values have the chance to win $500
· Annual Hero’s Celebration – manager-nominated and peer-voted awards where outstanding employees earn a $5,000 bonus
Ben Irantalab
Partner
Ben Irantalab enjoys the complexities of personal injury litigation. His practice is exclusively devoted to representing clients with brain injuries, spinal cord injuries, and severe orthopedic injuries. For him, the cases that require special creativity and thinking outside the box are the most gratifying.
Partner
Ben Irantalab
Ben Irantalab
Partner
Ben Irantalab enjoys the complexities of personal injury litigation. His practice is exclusively devoted to representing clients with brain injuries, spinal cord injuries, and severe orthopedic injuries. For him, the cases that require special creativity and thinking outside the box are the most gratifying.
Partner
Ben Irantalab
Ben Irantalab
Partner
Liane Brown is committed to representing individuals who have suffered serious personal injuries and to families who have suffered the loss of a loved one. Her practice concentrates on personal injury law, including accident benefits, motor vehicle collisions, medical malpractice, occupiers’ liability, product liability and wrongful death cases.
Partner
Liane Brown
DAVIS BENEFITS & PENSIONS