Taking care of you
and your employees
Owen & Associates is a leading consulting and brokerage firm that helps global companies establish and manage comprehensive employee benefit solutions for their Canadian businesses. We were established with a vision of combining industry expertise with a client-centered approach to deliver outstanding service and unique solutions to our clients.
Holistic & Seamless Solutions
Your organization plays a major role in the lives of your employees. That's why it’s essential to implement a comprehensive approach to benefit management. Not only does this impact your employees’ well-being but the success of your organization as a whole. Your business is unique and your program should reflect the corporate culture you’re developing.
Our Brokerage and Consulting Services Include:
Employee Benefits
- Benchmarking analysis
- Design, marketing & implementation
- Reporting, claims analysis & renewal negotiation
- Employee communications & engagement
- Third-party administration
- Payroll support for taxable benefits and employee-paid premium deductions
Group Retirement
Savings Plans
- Benchmarking analysis
- Design and implementation guidance
- Payroll setup, reporting, and taxation
- Pension support / reporting / etc.
- CAP Guideline compliance reporting
- Employee communication & participation including financial wellness
- Fund performance review & financial analytics
Third-Party
Administration
- Enrolment
- Termination
- Maintenance
- Claims advocacy
- Bill reconciliations
- Direct with employee or family inquiries
Executive Services
- Key-person insurance
- Executive income replacement
- Special Risk
- Business Travel Accident Programs
- Buy-Sell Agreement Insurance
Individual Services
- Critical Illness Insurance
- Disability Insurance
- Life Insurance
- Travel Insurance
- Retiree Benefits
- Individual Medical & Dental
International Services
- Consultative services for foreign branches & subsidiaries
- US & foreign liaison services
- Access to partners in 150 countries
Strategic Alliances
We have established meaningful relationships to enhance the services we bring to our clients namely:
The effective implementation and administration of contracts
Dedicated and exclusive service team
Specialized product
International pooling opportunities in employee benefits
Consolidated international reporting of benefit programs
Specialized benchmarking information for benefit programs within the software and financial services industries
O&A Team
Michael T. Owen
President
Mike oversees all operations of the firm and developed our consolidated service model. Mike has over 35 years of experience in the industry and previously held an Executive Vice President position at a major consulting firm. There he noticed ongoing service limitations and identified an opportunity to create his own service-driven firm. Mike’s focuses are key account management, business partner, and vendor relationship management.
Steven Owen
CPA, VP of Operations
Steven oversees operations management and systems. Steven manages all departments of the business and is actively involved with many major clients. Steven is a CPA who previously articled at KPMG and his financial reporting and process-driven background adds tremendous value and results to clients.
Cassandra Price
GBA, Director of Marketing and Renewals
Cassandra is a key contact for financial analysis/renewals and plans design changes. She performs regular financial analysis in conjunction with the Marketing and Renewals team for clients’ Group and Retirement Plans. Cassy’s employee-first approach ensures clients are focusing on the appropriate areas of benefits and considering their culture and population while keeping up with the latest industry trends.
O&A Team
Michael T. Owen
President
Mike oversees all operations of the firm and developed our consolidated service model. Mike has over 35 years of experience in the industry and previously held an Executive Vice President position at a major consulting firm. There he noticed ongoing service limitations and identified an opportunity to create his own service-driven firm. Mike’s focuses are key account management, business partner, and vendor relationship management.
Steven Owen
CPA, VP of Operations
Steven oversees operations management and systems. Steven manages all departments of the business and is actively involved with many major clients. Steven is a CPA who previously articled at KPMG and his financial reporting and process-driven background adds tremendous value and results to clients.
Cassandra Price
GBA, Director of Marketing and Renewals
Cassandra is a key contact for financial analysis/renewals and plans design changes. She performs regular financial analysis in conjunction with the Marketing and Renewals team for clients’ Group and Retirement Plans. Cassy’s employee-first approach ensures clients are focusing on the appropriate areas of benefits and considering their culture and population while keeping up with the latest industry trends.
