We work with brand names you know such as Great West Life, Manulife, Sun Life, Alberta Blue Cross, Encon, Equitable, and more.
Develop a customized Employee Benefit Plan that provides value based coverage for your employees and their families while taking into consideration your business’ goals.
Our team of specialist will assist with the maintenance and administration of your Employee Benefit program, ensuring your administrators are informed about your plan, and re-evaluating your plan on an annual basis.
Group RRSP/ Pension
As part of an Employee Benefit package we can round it out with any number of tailored Group RRSP or Pension plans.
Request a Quote – Documents
Click here to download the Employee Census Data sheet, and Request to Quote Information sheet.
Learn more about our amazing team of professionals.
Scott is the founder of Discovery Financial Group. Working in the financial services industry since 1991, his focus on business owners, professionals and wealthy families has equipped him with a unique set of skills to apply to high net worth situations.
Scott’s expertise includes showing qualified people how to help protect and grow their net worth with as little risk to capital as possible. Scott does this by using techniques and unique asset classes designed to help preserve capital, enhance yield, and allowing clients to magnify the wealth of their families.
Scott is an active philanthropist in his community. Scott spent many years as the trustee of the Queen Elizabeth II Hospital Foundation. He has also served on United Way Grande Prairie as director and was a member of Grande Prairie Rotary Club.
With over 17 years of experience in the financial services industry, Jeremiah started with Discovery Financial Group in 2010 as an insurance and investment specialist. He brings to this role the expertise he gained as a Life Insurance and Investments Product Manager for a leading Canadian company, responsible for the northern Alberta and British Colombia regions.
Jeremiah specializes in creating estate and wealth solutions for high net worth individuals who are seeking tax reduction, wealth enhancement, retirement solutions and estate maximization. Investment portfolios are custom-built with diversification and risk mitigation in mind. As a Certified Financial Planner®, he utilizes a solutions-driven process to help ensure financial goals are achieved.
Jeremiah and his wife, Callie, have three very energetic boys, Wyatt, Sawyer, and Emmett. When he’s not out enjoying the outdoors including camping, hunting and fishing, he is busy as the Vice-President of the Estate Financial Planning Institute in Grande Prairie, being a Big Brother Mentor, and with his sons’ extracurricular activities.
Kristen has provided service for clients of Discovery Financial in Grande Prairie and surrounding area since 2003. She has been in the financial industry for the past 18 years. She will provide service to meet your life, critical illness, disability insurance and employee health plan needs. She specializes in working with contractors and business owners giving them financial advice. Kristen has a deep knowledge of insurance contracts, investments and health plans. This ensures that she can find the right product for your specific situation. She is currently working towards earning her Canadian Financial Planners certification.
Kristen is active in Grande Prairie supporting community activities. She sits on the board for the Grande Prairie Hospice and Palliative Care Society for the past eight years. The Grande Prairie Hospice and Palliative Care Society provides support for people living with life threatening illnesses and care for their loved ones. Kristen is also the event chair for the society, organizing the successful Swinging with the Stars Gala and smaller events in the community.
Group Operations Specialist
Liz joined the Discovery Financial team in 2001 with many years of experience in the general insurance industry. Her dedication to her role of helping ensure employees and business owners are taken care of is unmatched.
Liz specializes with Discovery Financial in all areas related to employee group benefit programs. Her duties include marketing existing and new group benefit plans with our many insurance providers to help that we provide clients with the most suitable plan design for their employees, at the most cost efficient rates. She is also responsible for assisting employers and employees with claims, changes, amendments, troubleshooting any problems with administration and medical or disability claims. Don’t be surprised when she seems to go above and beyond what you expect. Her goal is to help ensure that employee group benefit plans are running in a smooth and efficient manner.
Judy joined the Discovery Financial team in January 2011. She brings 19 years of insurance industry experience, with a high level of professional expertise in customer service. Judy excels in ensuring that employees and business owners are well taken care of.
Late 2013, Judy became a key contact for our employee group benefit programs. Her duties include marketing existing and new group benefit plans with our many insurance providers to help ensure that we provide clients with the most suitable plan design for their employees, at the most cost efficient rates. She is also responsible for assisting employers and employees with claims, changes, amendments, troubleshooting any problems with administration and medical or disability claims.