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Local Service. Global Perspective.
Owen and Associates

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.

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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.

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Our Brokerage and Consulting Services Include:

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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
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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
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Third-Party
Administration

  • Enrolment
  • Termination
  • Maintenance
  • Claims advocacy
  • Bill reconciliations
  • Direct with employee or family inquiries
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Executive Services

  • Key-person insurance
  • Executive income replacement
  • Special Risk
  • Business Travel Accident Programs
  • Buy-Sell Agreement Insurance
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Individual Services

  • Critical Illness Insurance
  • Disability Insurance
  • Life Insurance
  • Travel Insurance
  • Retiree Benefits
  • Individual Medical & Dental
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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

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O&A Team

Michael Owen

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

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

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.

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O&A Team

Michael Owen

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

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

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.

Block
0%
Referral Based
0+
National Clients
0,000+
Insured Lives
0%
Client Retention

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