We work with brand names you know such as Canada 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.
As the founder of the firm, Scott has worked in the financial services industry since 1991. Scott’s focus on business owners, professionals and wealthy families have equipped him with a unique set of skills to apply to high net worth situations.
Scott’s expertise is showing qualified people how to help protect and grow their net worth with as little risk to capital as possible by using techniques and unique asset classes designed to help preserve capital, enhance yield, and allow clients to magnify the wealth of their families.
Community Philanthropic Involvement
Past trustee of the Queen Elizabeth II Hospital Foundation
Jeremiah started with Discovery Financial Group in 2010 as the insurance and investment specialist. He brings to this role the expertise he gained as a Life Insurance and Investments Product Manager, responsible for the northern Alberta and northern B.C. region for a leading Canadian insurance company. He has been in the financial services industry for 16 years.
He 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, camping, hunting and fishing, he is busy as the Vice-President of the Estate Financial Planning Institute in Grande Prairie, a Big Brother Mentor, and his sons’ extracurriculars.
Amber joined the Discovery team in 2023 as an insurance specialist. Amber brings a high level of expertise to her clients and works diligently with them to find financial solutions that meet all of their concerns. Specializing in life insurance, living benefits and group policies, her goal is to build strong relationships with her clients and provide them with the best client service experience.
In her free time, Amber loves to play golf and spend quality time with her family. She enjoys giving back to the community and currently serves as a board member for the United Way.
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.
She 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 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. Don’t be surprised when she seems to go far 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 32 years of insurance industry experience with a high level of professional expertise in customer service and excels to help ensure that employees and business owners are well taken care of.
Judy is 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. Judy also possesses many years of human resource experience and works in this area within our office as well.
Kayla joined our team in January 2018. She brings with her many years of experience in the customer service industry.
Kayla directly assists the Advisors with the group benefits for business owners and employees. Kayla's attention to detail and amazing personality ensure that the highest level of client care is received.