Group Health Benefits & Group Benefit Services

GreatWealth Insurance Services is a company active in group benefits, group pensions, and insurance.

We’re local to the greater Vancouver area, and through our partnership with Apri Insurance Services we are also across Canada and into The United States.

Our combined size is the representation of some 5000 Canadian Corporations, with significant blocks of business with every major benefits carrier.

Our Staff

It’s a Fact: “The People Are What Make The Difference”

This is the center piece of our philosophy expressed in a single line. You have special people and we also have special people who want to do their best for you.

Your people make your business the success that it is, and we have a passion for making a positive difference in the way you take care of your people.

The caliber of our people and their dedication directly impact the experience you will have in the design, monitoring and maintenance of all the group plans your company provides.

KEN LOMAS, PFP

Insurance AdvisorGreatWealth

I come to the table with over a decade of experience in all manner of financial arenas and products. I have done every conceivable job in the financial world over that time, and that experience gives a great deal of insight across all of the inner workings of how things are best structured for the real world. My work in insurance based products has included policies from the very small into the several million dollar range, with both individuals and corporations, and my focus now is to use my knowledge to the greatest benefit for my clients that I can.

NANCY SCULLY

Executive Assistant MarketingGreatWealth

I worked for a Fortune 500 company for over 25 years before joining GreatWealth. As a team player, my reputation for interpersonal communication, my listening skills as well as communication skills, has led me to joining this wonderful team. I enjoy new challenges, and setting goals, taking great pride when these goals are achieved. As a solo traveller I have challenged myself in trying new languages and cultures, being the "stranger in a strange land", being humbled by the experiences, and from those experiences learning as strong sense of empathy with others. I am very much a people person.

JACKY DAO

Executive Assistant OperationsGreatWealth

Curiosity has always carved a new path for me that has opened my eyes to different aspects in life, whether it is professional or personal. It has allowed me to discover my passion for my career choice, my love for exploring the wilderness and has always kept my mind open to new ideas. With the opportunities of working and volunteering with several different organization, I have developed a strong foundation in leadership, communication and teamwork by interacting with a wide range of people.

Our Philosophy

The people are what make the difference, and good people can be hard to find. When you know that the staff you have is what makes your business what it is, there is a desire and a need to take care of them because bad things can happen and “Hope” is not a financial position.

The world is full of destitute people who were “sure” the future would take care of itself. Unfortunately for most folks, it won’t.

The purpose realized by implementing a program of benefits and a group pension or RRSP is to ensure that coverage is there when it’s needed most, and to relieve some of the day to day pressures of saving for the future.

Most people cannot financially endure a truly catastrophic event, and given that such events also generally come hand in hand with emotional stresses too, we strongly advocate a planned future which includes “what if” considerations.

Being sensible can be hard work, no matter how much wealth you may have. We begin with listening. These services are not about what we want, they are about what the management and staff of the companies we serve need. What those people who make those companies run feel, think, want and need in order to build for tomorrow.

Once we have listened and you feel that we understand each other, we can move forward. By careful analysis and evaluation we can develop plans that meet your actual needs.

Our Commitments To Clients

  1. The best possible advice is provided to you at every turn.You can expect to receive the benefit of a broad perspective. We have extensive knowledge and the collective knowledge of the team around us to help you.
  2. Making it easier for you in every instance is what we do.You need a relationship with the people that can get things done when you need them done. We not only know those people,we also are those people.
  3. Our word is our commitment to you
    When we say we will do something for you, you can count on it.
    It will be done exactly as, and when, promised. If ever something is overlooked, it will be corrected immediately.
  4. When you have concerns, those are our concerns too.We are here to listen to what is on your mind. The insurance world doesn’t always make sense, but through discussion, sense can be made and confidence and understanding regained.