Rick Jackson Cfp Cebs Email and Phone Number
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Eagle Bay Financial Services Ltd. is an independent agency providing "Group Insurance” and "Group Retirement” services and plans exclusively to Indigenous organizations throughout BC. Calla Financial Services Ltd. is an independent "full service" agency that provides complete support for businesses and individuals seeking the best employee benefits, insurance planning and retirement planning advice.Our unique business approach includes providing uncompromising and exceptional service to our clients.My specialties and skill set includes the folllowing:Group Retirement Savings- Group retirement savings plans including: RPP, RRSP, DPSP- Pension planning reform and advice- Group retirement plan member education- Exit/termination strategies for employees including Locked-in retirement planningEmployee Benefits- Assist with full employee benefit plan reviews for group benefit clients to help find cost containment where possible- Assist and troubleshoot for individuals with group benefit inquiries- Liaise directly with clients and provide education to staff members on their available employee benefit programs- Stay attune to changing regulatory requirements and employee benefit trends in general- Support my counter-part (Manager - Group Benefits) and provide comprehensive and well rounded service to our clientsIndividual Clients- Guaranteed Investments- Life Insurance and Mortgage Insurance- Living Benefits including: Critical Illness, Long Term Care and LTD- Registered Education Savings Plans (RESP)- RRSP / RRIF- Life Annuities- Estate Planning- Individual Health and Dental Programs
Eagle Bay Financial Services Ltd.
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Account Manager - Group RetirementEagle Bay Financial Services Ltd. Feb 2021 - PresentWest Vancouver, British Columbia, CanadaProvides advisor services and support to all of our group retirement clients as well as individual insurance and investment expertise. He is responsible for plan level interactions and services including plan marketing and advocacy on behalf of our clients.
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Account Manager - Group RetirementCalla Financial Services Ltd. Feb 2021 - PresentWest Vancouver, British Columbia, CanadaProvides group retirement advisory services to organizations as well as individual insurance and investment advice to individuals. He is responsible for plan level interactions and services including plan marketing and advocacy on behalf of our clients. -
Health Benefit ConsultantJackson Benefit Consulting Jan 2020 - Feb 2021Help businesses improve the effectiveness and efficiency of their current health and wellness programs though the use of best in class group benefits, Health Spending Accounts, Virtual Healthcare and Wellness service providers.
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Benefit'S AdvisorGroupsimple Feb 2019 - Dec 2019Surrey, BcMarketed and sold GroupSimple's specialized group benefit solutions to small and medium sized companies.
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Client Account ManagerJohnstone'S Benefits Aug 2016 - Jan 2019North VancouverResponsible for quotes, plan design, renewal and marketing of plans for Johnstone's Benefits block of small and mid sized businesses. Also, took a lead role in managing Johnstone's Benefits pharmacy, professional services and Interior logging associations blocks. Acted as the main point of contact and managed the client relationship. -
Investors Group Financial Services Inc. ConsultantInvestors Group Jan 2012 - Aug 2016Kamloops And Lower Mainland, VancouverHelped clients accomplish their goals by implementing a holistic strategic plan. -
Safety Manager/Financial ConsultantJackson Contracting Jun 2001 - Nov 2011Sorrento, B.C.Kept the company safety compliant. Also, consulted with the use of financial instruments inside the company, tax planning and investment planning.
Rick Jackson Cfp Cebs Skills
Rick Jackson Cfp Cebs Education Details
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Frequently Asked Questions about Rick Jackson Cfp Cebs
What company does Rick Jackson Cfp Cebs work for?
Rick Jackson Cfp Cebs works for Eagle Bay Financial Services Ltd.
What is Rick Jackson Cfp Cebs's role at the current company?
Rick Jackson Cfp Cebs's current role is Account Manager - Group Retirement at Eagle Bay Financial Services Ltd..
What is Rick Jackson Cfp Cebs's email address?
Rick Jackson Cfp Cebs's email address is ri****@****oup.com
What is Rick Jackson Cfp Cebs's direct phone number?
Rick Jackson Cfp Cebs's direct phone number is +125080*****
What schools did Rick Jackson Cfp Cebs attend?
Rick Jackson Cfp Cebs attended Dalhousie University, Ubc.
What are some of Rick Jackson Cfp Cebs's interests?
Rick Jackson Cfp Cebs has interest in Love Sports, Whether It Is Current Or Historic, Hockey, I Like Knowing What Is Happening, Health.
What skills is Rick Jackson Cfp Cebs known for?
Rick Jackson Cfp Cebs has skills like Retirement Planning, Critical Illness, Financial Advisory, Estate Planning, Finance, Disability Insurance, Insurance, Entrepreneurship, Investments, Financial Analysis, Strategic Planning, Life Insurance.
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