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The experts at ENCOMPASS Benefits & HR Solutions Inc. provide professional consulting advice and support essential to our clients in the areas of employee benefits, group retirement savings and pension plans, health and wellness, and human resources counsel. We come from all sides of the industry to bring you a wide range of experience and specialization.
We work really well together as a team to solve even the most complex problems so you can surround your employees with the best solutions in the business.
Bret is the Executive Consultant at ENCOMPASS and earned his commerce degree from the University of Manitoba, majoring in human resources and industrial relations. Since 1990, Bret has worked in the HR profession and received his Certified Human Resources Professional (CPHR) designation in 2001. His Group Benefits Associate (GBA) and Canadian Health Underwriters designations are benchmarks for industry specialized education. His experience in union and non-union, as well as for profit and non-profit environments has developed his ability to solve various HR challenges using creative insight. Having spent 17 years as a consultant, he has added the role of leader, developing a solid team of consultants. He also enjoys waterskiing, wakeboarding, and racquetball. He and his wife have lived in Kelowna since 1998 and enjoy traveling with family.
David has volunteered on many projects locally and abroad, discovering his passion for helping others – a perfect fit for working with clients and their group benefit plans. He earned his undergraduate degree from the University of British Columbia and is very happy to call Kelowna home. David has had various leadership positions while working for the Canadian Forces as a Lieutenant and helping with the Air Cadet program where he obtained both his Glider and Private Pilot Licenses. As a result of having the opportunity to lead major projects to support various organizations around the world, he has come to the conclusion that a great leader is the product of successful teamwork. He is fluent in Spanish and enjoys traveling to experience different cultures whenever possible. In his free time, David enjoys flying to different locations around British Columbia, cross-country skiing and spending quality time with his family and friends.
After working several years for a large national group benefits provider, Kristy adds valuable insurance carrier experience to our dynamic team, and looks forward each day to learning and growing in our industry. Her years of experience in the financial services industry has taught her the value of superior customer service and she strives to achieve excellence in customer satisfaction with each client interaction. Kristy takes full advantage of living in the Okanagan Valley where she enjoys camping, running, and other outdoor activities with her husband and their young daughter.
Born into a military family in Fredericton, New Brunswick, Carol moved to the Okanagan early on. She spent a great deal of time in the orchards and at the beach before moving to the coast in her teens. After graduating from secondary school, she went to culinary school initially and then on to business school. She started her financial and insurance career at Wood Gundy, where she worked for 16 years as a licensed executive assistant to three vice presidents. Carol’s family eventually moved back to the Okanagan in 2002 to raise their two daughters. She is enjoying the dynamic ENCOMPASS team and applying her many skills and areas of expertise to our clients.
After working in the Credit Union system in various leadership capacities for 20+ years, Lorraine decided to develop her career in the retirement savings and benefits sector where she continues her passion of offering high-level care, advice, and guidance for clients. Her financial and coaching background along with her compassion and advocacy for clients strategically aligns well in her role with ENCOMPASS. Working through both the RPA and GBA designations through Dalhousie University, she is a life-long learner continuing to increase the value of her support and counsel to all clients. Lorraine is happily married, enjoys her five nephews and nieces, and loves where she lives! Having previously lived in the Okanagan, Alberta, and Vancouver Island, she is once again enjoying the beautiful Okanagan. Lorraine eagerly participates in fundraising, and volunteers at the Kelowna BCSPCA and local food bank. She enjoys boating, camping, hiking, travelling, scuba diving, and loves spending quality time with family, friends, and her giant breed dog, Saxon.
Originally from Vancouver, Lana earned her Bachelor of Commerce degree from UBC, specializing in human resources and organizational behaviour. After graduating from UBC, she worked in the benefits department for a large, multi-union organization. This was followed by a career move to a benefits and pensions consulting firm, where she supported groups of varying sizes as account manager. Lana enjoys the Okanagan with her extended family and loves the outdoors. She enjoys many sports and spends much of her free time snow skiing, playing hockey, or relaxing at the family cabin on Christina Lake.
Originally from the Lower Mainland, Karen moved with her family to Kelowna in 2005. She joined the ENCOMPASS team after having worked in the not-for-profit sector, specifically in the areas of office administration, payroll and group benefits. She is responsible for our financial reporting and daily operations, in addition to supporting clients. Always appreciating an insightful novel or movie, Karen also enjoys long walks with her dog, paddle boarding, gardening, travelling with her husband and supporting social initiatives. And naturally, she loves to spend as much time as possible with her grandchildren!
Elizabeth joined ENCOMPASS in 2009 for 7 years, left for a short time, and then rejoined our team. Originally from Quebec, where she now telecommutes from, her superior customer service provides great support to our clients for administrative and claim issues. For over 15 years, she has worked in the financial industry, supporting advisors and clients, and in HR/payroll fields in both private and government sectors. In her free time, Elizabeth makes her own greeting cards and loves to go camping, snowshoeing, and exploring the outdoors with her faithful pooch Leia!
Originally from the UK, Maddie moved to Canada with her family in 2007 in order to experience the famous Okanagan lifestyle. She has worked as part of the ENCOMPASS team for many years, and has loved every minute of it! Maddie has previous employee group benefits experience after working with various insurance carriers within client-supporting roles. This knowledge allows her to service our clients with a dynamic insurance carrier-perspective, as well as apply her love of working with people to her everyday tasks. Maddie values the ability to learn and evolve with this ever-changing industry, and looks forward to every opportunity that allows her to expand her knowledge within this client-based field. In her spare time, Maddie loves to travel, discover new hiking trails and explore the Okanagan’s wineries!
Carol joined the ENCOMPASS team with over 20 years of experience in Administration and Customer Service, working in both the private and not-for profit sectors in finance, employment, education, and construction. Having achieved her Qualified Administrative Assistant certification from McMaster University, Carol has lived and worked in Ontario most of her life, but now brings her wealth of experience to our team at ENCOMPASS. Carol and her husband moved to Kelowna in 2015 and are thoroughly enjoying the beauty and lifestyle of the Okanagan, sharing this with family and friends only enhances the experience!
Originally from Germany, Andrea moved to Kelowna in 2007. Andrea has a Bachelor degree in Business Administration and Economics with an extensive background in banking, investment, insurance, benefits and administrative roles. This experience and knowledge, paired with laser focus on details, enables her to provide excellent service and support to our clients. As well as being a life-long learner, Andrea enjoys spending time with her family, skiing, spending lots of time outdoors in the summer, volunteering with her son’s extracurricular activities and winning trivia nights with her friends.
In additional to our Group Benefits and Retirement Planning services, the ENCOMPASS Estate & Business Solutions Ltd. division is dedicated to providing individual business, insurance and investment advice. Please contact Gary and his team at 250-763-1114 ext. 226 or visit their website.
