Darren brings an unparalleled level of passion and expertise to the client experience. He is able to take complicated concepts and make them simple, straightforward and easy to understand. This translates into clients who are well-informed. Striking the right cost-benefit balance for clients today and into the future is part of what Darren most enjoys. That’s a win-win solution.
Sid’s client commitment is based on the belief that listening to needs and finding solutions to best fit those needs is priority one. His service approach stands on developing long-term relationships, all the while seeking improved ways of solving client requests. Sid says, “the best part of my job is getting to know my clients,” which is why he delivers customer service that is second to none.
As a professional financial speaker, best selling author, columnist and financial expert, Jim is passionate about financial education and helping people make better decisions with money. Jim’s 20 years of experience in the financial industry helps people demystify investing, retirement, and personal finance. His passion is seen in his relentless development of financial education tools, resources and products including audio CDs and software programs. Jim spends most of his time helping employers and employees by bringing financial education into the workplace as a complement to existing benefit and wellness programs.
Pension Account Manager
With several years’ experience in financial services and a talent for speaking, writing and teaching, Sarah is passionate about inspiring people to get excited about their money. She works directly with Jim in bringing Group Retirement Programs into the workplace and supporting new and existing clients. Sarah is committed to building long-term client relationships and delivering quality financial education sessions that empower people to take control of their financial future and enable them to achieve their goals.
Prior to joining Clearpoint, Amber’s career in financial services began over 9 years ago at one of the large insurance companies. Amber has established herself as a strong client manager with a solid record of providing outstanding customer service. Amber has experience in all aspects of group benefits which makes her an asset to her clients. Amber’s primary concentration and expertise lies in the small to mid-sized group market, with an emphasis on providing hands on client care and relationship management.
Putting clients first is something Connie takes pride in. She strives to anticipate client needs and exceed expectations whenever possible. Connie defines her success by looking through the eyes of the client. It is her experience in the group benefit industry that has made Connie so well-versed in all sizes of case management. Connie enjoys being the “go-to” person.
Jacky has worked for two of the largest insurance companies in Canada in various roles in the Group Benefits Department. With over 14 years in the industry, Jacky has extensive experience with the underwriting and administration aspects of group benefit plans. Committed to building long term relationships with her clients, she provides exceptional customer service and support through a “customer comes first” attitude.
Melinda worked for one of the biggest pension and Group RRSP providers in Canada for over 7 years before joining Clearpoint. With her specialized experience, she supports all client service functions at Clearpoint. Melinda really understands how important service is to the long term success of our company. Clients rave about her warmth, attention to detail and constant effort to make life easier for them.
How Does Your Benefit Plan Stack Up?
You want the best for your employees and your company. Who doesn't? Consider a second opinion to see what's out there and to determine if your plan is really the best for the money.
At Clearpoint Benefit Solutions, we use our knowledge and experience to help you plan and administer the right benefits plan for you. We don't believe in cookie cutter approaches as every company, industry and market is unique... and requires a unique solution.