Author: jn.perez@okd.com

Focusing on our corporate culture, Heather brings many years of experience in creating team building exercises. She inspires a shared vision and helps to maintain group cohesiveness that coincides with our overall business strategy. Heather also assists in coordinating Green Benefits Group special events for our clients and guests. With a background in therapeutic recreation and various certifications for remedial health, Heather provides our firm with invaluable advice for wellness options and best practices.

With over two decades of marketing and communications experience, Vince enjoys developing various correspondence materials for all our clients. He tailors important information around our client’s needs and simplifies information for employees and members. By utilizing our client’s established distribution channels, Vince creates attractive materials in any format requested by the client (i.e. posters, memos, inserts, digital communications, etc.). Some examples of these communications include benefit overviews/summaries, plan amendments, group presentations, video/podcasts, and insurance industry updates. Vince also manages our office space, supplies, technical requirements and generally oversees workplace operations.

With many years of experience in the benefits industry, Patti began her career working for a large insurance company and then moved to the advisor side over 15 years ago. Patti specializes in solving account matters quickly and provides a high quality of customer service. Outside work, she in involved with different charitable organizations (Canadian Breast Cancer Foundation, Heart & Stroke Foundation, and was the past president of the Burlington Minor Lacrosse Association). While enjoying time spent with her family and friends, Patti likes to travel, hike, golf, and generally follows amateur and professional sports, especially lacrosse and hockey.

Melanie has over two decades of experience in the benefits industry – many of these years working exclusively with the small business market. Receiving her Group Benefits Associate (GBA) designation in 2013 and actively working towards obtaining her Certified Employee Benefits Specialist (CEBS), she enjoys working with clients to provide solutions, answer questions and help educate their workforce. Always approachable and resourceful, Melanie is an integral part of the GBG family and helps our organization run at maximum efficiency and productivity.

Previously working as an employee benefits specialist at a national insurance company, Rob decided that he would have more opportunities to use his creativity and innovation if he was working for clients rather than insurers. He made the switch and launched a successful career as a consultant obtaining a Registered Employee Benefits Consultant (REBC) designation, followed by a Group Benefits Associate (GBA) designation shortly thereafter.

In an industry that is highly individualistic, Rob recognized the benefits of aligning himself with a team of experienced, like-minded professionals who could work together to improve the service offered to all clients. In the fall of 2015, Rob Green expanded Green Benefits Group independently and moved to a new office location in Burlington, Ontario. The decision to move was based on Rob’s desire to grow his own firm independently while continuing to provide enhanced services to his valued clients.