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 principal 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.
Originally from the U.S., Gerry moved to Kelowna with her family in 2007. Her background as a Human Resources generalist and plan administrator for a large corporation in California has given her solid experience in the group benefits industry. She earned her B.A. in Business with an emphasis in Human Resources (completing one year in the Master’s program) at the University of Colorado. She brings with her a sincere desire to service our clients, the resourcefulness to find solutions, and willingness to assist wherever possible. When not at work, Gerry enjoys paper-crafting, watching her children’s sporting events, as well as supporting her favorite NFL team.
Cheri grew up in Penticton then relocated to Vancouver Island to start her family and career. She moved back in 2013 and settled in Kelowna to enjoy the weather and beauty of the Valley. Cheri comes to ENCOMPASS with 15 years of Administrative experience, the last 8 years in Benefits Administration supporting 120,000 employees in a multi-union organization. She has great Human Resources skills coupled with strong Customer Service and a fantastic attitude! In Cheri’s free time, you will find her coordinating events in the community for her daughter’s Dance team and travelling with her family.
Rachel grew up in Beijing, China and moved to Kelowna in 2006 to study English. Loving all that the Okanagan offered, she stayed to pursue a Bachelor of Business Administration at Okanagan College, with a specialty in Financial Services. Since graduation, Rachel has been working in the financial field and pursuing continued studies in the industry. She supports our Group Retirement clients and her knowledge and warm personality make her a delight to work with. Her most enjoyable moments are those spent with her daughter. In her spare time, RAchel enjoys dancing, volunteering at her church and spending time with her young daughter.
Cathleen has been part of the ENCOMPASS team since 2010, supporting our operations through new initiatives, transitions, and special projects. She provides a significant level of leadership in the accounting and legal areas of our firm. She received her bachelor’s degree in 1989 and later went on to study tax law. She regularly connects with many of our clients in various capacities and provides deep wisdom to her husband Bret, all the time! Along with leading worship at church with her soprano voice, her other passion includes volunteering with charitable groups in various countries.
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.