Meet the Team

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Kevin Trach

Employee Benefits Consultant and Managing Partner

Over twenty years of experience specializing in Employee Benefits. Specialties include large multi-provincial employers as well as groups primarily in the Okanagan Valley, which are fully insured or self-funded. Key strengths include expert negotiation skills with providers and unions, creative problem solving, effective plan design, and alternative funding strategies.

Graduated from Northern Michigan University with a Bachelor of Science Degree in Business Admin. (1987) and a Master of Arts Degree in Public Admin. (1988)
Experience in the Group Life, Health and Pension/RRSP Industry since 1989.
Became an independent Employee Benefits Consultant in Vernon in 1995.
Successfully completed the Canadian Securities Course and the Level 1 and Level 2 Life Licensing for the Province of B.C.

Key Role:

Group Consultant
Life & Health

Previous Experience:

Group Benefits Consultant for Baron Financial Services
Group Sales Representative for Canada Life in B.C. and Ontario
Group Sales Representative for London Life in Ontario

Sandy

Employee Benefits Coordinator

Specialized in the Employee Benefits industry for over 30 years, with particular emphasis on group life and health for clients ranging from 2 to 1000 employees. Key strengths are customer service and communication, extensive knowledge of contractual provisions and administrative procedures of the leading group insurance carriers. Has been involved in all aspects of group marketing, underwriting, servicing, as well as claims settlement.

Key Role:

Coordinator
Claims & Administration

Previous Experience:

Employee Benefits Service Representative - Andrew & Propp Estate Planning, Calgary
Group Benefits Associate - Supervisor, Group Department - London Life, Calgary

Fran

Employee Benefits Service Representative

Specialized in the employee benefits industry as an HR Administrator with over 18 years experience in payroll and benefits administration for a major glass manufacturer where she provided guidance to 300+ employees. Key strengths are interpretation of Collective Agreements, employee relations, procedure development as well as resolving administrative issues, and disability and health claims management. Has excellent research and investigative skills and extensive knowledge of personnel and payroll issues.

Key Role:

Service Representative
Claims & Administration

Previous Experience:

Human Resources Administrator - O-I Canada Corp./Consumers Glass, Vernon, BC
Warehouse Transportation Clerk
Purchaser

Alicia

Office Administrator

With more than twenty years of professional experience in financial, business and professional service organizations, Alicia oversees the general, day-to-day administrative operations of the office, including finance and accounting and human resource management. She also assists the Employee Benefits Consultant and Managing Partner.

Graduated from Northern Michigan University with an Associate of Science Degree (1985)
International Business Education Centre, Accredited Management Degree (1990)
Institute of Canadian Advertising, Certified Practitioner Degree (1992)

Key Role:

Office Administration
Accounting

Previous Experience:

Account Manager - Corporate Images - Burlington, Ontario
Production Manager - Torsney Barrett Roberts - Hamilton, Ontario

Kevin Trach
Sandy
Fran
Alicia