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Our Team

Meet the People of Davis

Our purpose is to educate, advise and inspire employers to better support their people.

Kirk

Davis

Employee Benefits Advisor

Kirk began his career in insurance with New York Life, branching off to start his own individual and group corporate insurance consulting practice. Fuelled by his passion to continually deliver a better experience for clients, Kirk engineered the structure for Davis Benefits & Pensions Ltd. in 1980. He is committed to being a pioneer in pushing forward industry best practices and proactive solutions. Kirk has maintained a strong passion and emphasis for cultivating wellness and engaged workforces. When not in the office or seeing customers Kirk enjoys golf, cycling, hiking, traveling, and spending time with his wife Carol and daughters Samara and Maraya.

Kirk

Davis

Employee Benefits Advisor

Kirk

Davis

Employee Benefits Advisor

Kirk began his career in insurance with New York Life, branching off to start his own individual and group corporate insurance consulting practice. Fuelled by his passion to continually deliver a better experience for clients, Kirk engineered the structure for Davis Benefits & Pensions Ltd. in 1980. He is committed to being a pioneer in pushing forward industry best practices and proactive solutions. Kirk has maintained a strong passion and emphasis for cultivating wellness and engaged workforces. When not in the office or seeing customers Kirk enjoys golf, cycling, hiking, traveling, and spending time with his wife Carol and daughters Samara and Maraya.

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Glen

Tait

Employee Benefits Advisor

Glen Tait has been working in the financial industry since 1996.  Beginning with The Mutual Group (now Sun Life) as a Life Insurance Agent, he quickly narrowed his focus and became an independent employee benefits consultant.  Today, as a specialized consultant he has built a client base by listening to client needs, focusing on the service they require and delivering sound advice. Glen joined Davis Benefits & Pensions Ltd. in 2010. An avid sports fan, when not at the office or seeing clients, Glen enjoys keeping active in the gym, golfing, travelling and spending quality time with family and friends.

Glen

Tait

Employee Benefits Advisor

Glen

Tait

Employee Benefits Advisor

Glen Tait has been working in the financial industry since 1996.  Beginning with The Mutual Group (now Sun Life) as a Life Insurance Agent, he quickly narrowed his focus and became an independent employee benefits consultant.  Today, as a specialized consultant he has built a client base by listening to client needs, focusing on the service they require and delivering sound advice. Glen joined Davis Benefits & Pensions Ltd. in 2010. An avid sports fan, when not at the office or seeing clients, Glen enjoys keeping active in the gym, golfing, travelling and spending quality time with family and friends.

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Katrina

Sinclair

Vice President of Business Development

Katrina Sinclair joined Davis Benefits September 2020 as a new advisor and Vice President of Business Development. Previously top sales for Equitable Life in their myFlex Department, Katrina brings unique healthcare experience to the Davis Team. After graduating from University of Waterloo as a varsity athlete with a degree in Kinesiology, she helped a local cardiologist build a Cardiac Rehabilitation program modelled after the Toronto Rehab Institute. She later transitioned into the insurance industry working as a Disability Case Manager before expanding into group sales. In her spare time she loves to spend time with her partner Gavin & Golden Retriever Teddy, play basketball, and has recently taken up playing Chess during the pandemic.

Katrina

Sinclair

Vice President of Business Development

Katrina

Sinclair

Vice President of Business Development

Katrina Sinclair joined Davis Benefits September 2020 as a new advisor and Vice President of Business Development. Previously top sales for Equitable Life in their myFlex Department, Katrina brings unique healthcare experience to the Davis Team. After graduating from University of Waterloo as a varsity athlete with a degree in Kinesiology, she helped a local cardiologist build a Cardiac Rehabilitation program modelled after the Toronto Rehab Institute. She later transitioned into the insurance industry working as a Disability Case Manager before expanding into group sales. In her spare time she loves to spend time with her partner Gavin & Golden Retriever Teddy, play basketball, and has recently taken up playing Chess during the pandemic.

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Ian

Collings

Group Retirement Advisor

Ian Collings consults with Davis Benefits & Pensions on group retirement. He is the principal of Collings Financial Inc.  Joining the financial services industry with Royal Bank in 2002, Ian moved to PPI Financial in 2007 as a Western Canadian Director before starting into private practice in 2009.  He completed a finance degree while on athletic scholarships at West Virginia University.  Ian earned his Certified Financial Planner certificate with the Financial Planning Standards Council in 2005, and in 2011 became a Charterholder with the CFA Institute.  His personal mission is to improve the financial condition of his clients. An avid outdoorsman, Ian enjoys hiking, backcountry skiing, and kayaking.

Ian

Collings

Group Retirement Advisor

Ian

Collings

Group Retirement Advisor

Ian Collings consults with Davis Benefits & Pensions on group retirement. He is the principal of Collings Financial Inc.  Joining the financial services industry with Royal Bank in 2002, Ian moved to PPI Financial in 2007 as a Western Canadian Director before starting into private practice in 2009.  He completed a finance degree while on athletic scholarships at West Virginia University.  Ian earned his Certified Financial Planner certificate with the Financial Planning Standards Council in 2005, and in 2011 became a Charterholder with the CFA Institute.  His personal mission is to improve the financial condition of his clients. An avid outdoorsman, Ian enjoys hiking, backcountry skiing, and kayaking.

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Laurie

Smith

Client Service Coordinator

Laurie joined Davis Corporate Insurance Benefits in 1988 after working several years in the service industry. With her service knowledge, she fulfilled the role of Client Service Rep well. In 2000, Laurie went to work in the group department of a major insurance carrier in Canada, expanding her knowledge in group benefits. Laurie returned to Davis Benefits in 2014, where her expertise in group benefits fully complements her role as Client Service Coordinator. When not in the office, Laurie enjoys her lake life with her family, friends, and pets.

Laurie

Smith

Client Service Coordinator

Laurie

Smith

Client Service Coordinator

Laurie joined Davis Corporate Insurance Benefits in 1988 after working several years in the service industry. With her service knowledge, she fulfilled the role of Client Service Rep well. In 2000, Laurie went to work in the group department of a major insurance carrier in Canada, expanding her knowledge in group benefits. Laurie returned to Davis Benefits in 2014, where her expertise in group benefits fully complements her role as Client Service Coordinator. When not in the office, Laurie enjoys her lake life with her family, friends, and pets.

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Penny

Rodgers

Employee Benefits Analyst

Penny joined Davis Benefits & Pensions in 2013 after working several years in the group department of a major insurance carrier in Canada.  She holds an ACS and AIAA designation from the Life Office Management Association and is currently working to complete her Group Benefits Associate (GBA) designation.  Her role is delivering the mission in data collection, analysis, and reporting that supports each client’s consulting experience.  Penny has years of experience in the internal administration, mechanics, and inner-workings of employee benefits programs.  When not in the office you’ll find Penny enjoying time with her family and two furry friends.

Penny

Rodgers

Employee Benefits Analyst

Penny

Rodgers

Employee Benefits Analyst

Penny joined Davis Benefits & Pensions in 2013 after working several years in the group department of a major insurance carrier in Canada.  She holds an ACS and AIAA designation from the Life Office Management Association and is currently working to complete her Group Benefits Associate (GBA) designation.  Her role is delivering the mission in data collection, analysis, and reporting that supports each client’s consulting experience.  Penny has years of experience in the internal administration, mechanics, and inner-workings of employee benefits programs.  When not in the office you’ll find Penny enjoying time with her family and two furry friends.

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Dianne

Sanders

Director of First Impressions

Dianne joined Davis Benefits & Pensions in 2010 and performs the role of Director of First Impressions.  When not at work, Dianne enjoys volunteering in the community, spending time with her family (two sons Ryane and Chris, grandson Izaiah, and granddaughter Nadia) as well walking and observing the beauty of White Rock’s stunning vistas.

Dianne

Sanders

Director of First Impressions

Dianne

Sanders

Director of First Impressions

Dianne joined Davis Benefits & Pensions in 2010 and performs the role of Director of First Impressions.  When not at work, Dianne enjoys volunteering in the community, spending time with her family (two sons Ryane and Chris, grandson Izaiah, and granddaughter Nadia) as well walking and observing the beauty of White Rock’s stunning vistas.

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Joanna

Fisher

Client Service Coordinator

Joanna worked at Davis Benefits from 2009 to 2013 and returned in March 2019. She has spent the majority of her career in administration and customer service. She handles general inquiries, event planning, customer service, and claim issues at Davis Benefits and really enjoys helping people. She takes pride in her customer service skills and puts family and friends high on her values list. In her free time, she loves spending time with her son and exploring the beautiful province of British Columbia. She especially enjoys being outdoors, hiking, biking, walking, and relaxing at the beautiful beaches and lakes she lives so close to.

Joanna

Fisher

Client Service Coordinator

Joanna

Fisher

Client Service Coordinator

Joanna worked at Davis Benefits from 2009 to 2013 and returned in March 2019. She has spent the majority of her career in administration and customer service. She handles general inquiries, event planning, customer service, and claim issues at Davis Benefits and really enjoys helping people. She takes pride in her customer service skills and puts family and friends high on her values list. In her free time, she loves spending time with her son and exploring the beautiful province of British Columbia. She especially enjoys being outdoors, hiking, biking, walking, and relaxing at the beautiful beaches and lakes she lives so close to.

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Ruby

Hao

Operations Officer

Ruby joined Davis Benefits as a coop student in May 2019 and has stayed on as a part-time employee while finishing her degree. As a business student, working at Davis Benefits has been a great opportunity for her to get hands-on experience, and to learn things that are not taught at university. What attracted her most to Davis Benefits is its impressive B Corp certification, and its high standard mission; to educate, advise, and inspire employers to better support their people. At the office, Ruby performs operational and accounting duties and assists with organizing volunteer activities and event planning. When not in the office, Ruby enjoys spending time with her family and friends, going for nature walks, hiking, and running. Ruby enjoys working at Davis Benefits, and is proud to be a member of this great team!

Ruby

Hao

Operations Officer

Ruby

Hao

Operations Officer

Ruby joined Davis Benefits as a coop student in May 2019 and has stayed on as a part-time employee while finishing her degree. As a business student, working at Davis Benefits has been a great opportunity for her to get hands-on experience, and to learn things that are not taught at university. What attracted her most to Davis Benefits is its impressive B Corp certification, and its high standard mission; to educate, advise, and inspire employers to better support their people. At the office, Ruby performs operational and accounting duties and assists with organizing volunteer activities and event planning. When not in the office, Ruby enjoys spending time with her family and friends, going for nature walks, hiking, and running. Ruby enjoys working at Davis Benefits, and is proud to be a member of this great team!

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Carol

Davis

Director of Finance and Ops.

Carol has been with Davis Benefits since Kirk started in the business in 1981. She worked part-time at Davis Benefits for years while raising their daughters, and has since worked full-time for nine years. Carol is responsible for accounting, administration, and event planning. She also heads up Davis Benefits’ charity and volunteer program. Outside the office, you will find Carol spending time with her family, friends, and pets, going for walks, doing yoga, running, hiking, and travelling.

Carol

Davis

Director of Finance and Ops.

Carol

Davis

Director of Finance and Ops.

Carol has been with Davis Benefits since Kirk started in the business in 1981. She worked part-time at Davis Benefits for years while raising their daughters, and has since worked full-time for nine years. Carol is responsible for accounting, administration, and event planning. She also heads up Davis Benefits’ charity and volunteer program. Outside the office, you will find Carol spending time with her family, friends, and pets, going for walks, doing yoga, running, hiking, and travelling.

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Aaron

Harpaz

Employee Benefits Advisor.

Aaron Harpaz joined Davis Benefits in January 2022 as an Employee Benefits Advisor.  Aaron recently graduated from the University of British Columbia with a Bachelor’s degree in Kinesiology and a Bachelor’s Degree in Education.  He was actively involved in his university community, volunteering with large organizations on campus and working as a Program Assistant for Varsity Camps and Academies.  At the beginning of his degree, he was empowered by the learning aspects of education and physical health.  He fast forwarded his career in education by teaching secondary school.  He then decided to pivot his career from the classroom to the group benefits industry to reach and educate a larger audience.  Some of his hobbies include spending time with his partner, learning about the world by travelling, and staying active by playing ice hockey and training for his competitions in Obstacle Course Racing.

 

Aaron

Harpaz

Employee Benefits Advisor.

Aaron

Harpaz

Employee Benefits Advisor.

Aaron Harpaz joined Davis Benefits in January 2022 as an Employee Benefits Advisor.  Aaron recently graduated from the University of British Columbia with a Bachelor’s degree in Kinesiology and a Bachelor’s Degree in Education.  He was actively involved in his university community, volunteering with large organizations on campus and working as a Program Assistant for Varsity Camps and Academies.  At the beginning of his degree, he was empowered by the learning aspects of education and physical health.  He fast forwarded his career in education by teaching secondary school.  He then decided to pivot his career from the classroom to the group benefits industry to reach and educate a larger audience.  Some of his hobbies include spending time with his partner, learning about the world by travelling, and staying active by playing ice hockey and training for his competitions in Obstacle Course Racing.

 

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AT DAVIS, IT’S TAKEN CARE OF

Our Promise to Clients

No Surpises at Renewal

We review your benefit plan monthly, proactively assessing risks and opportunities and reporting claims experience so you know where you stand all year.

No Stone Left Unturned

We conduct Strategic Planning, Gaps, Goals and Growth reviews to identify any opportunity or threat, allowing us to better tailor our advice to you.

 

No Rushed Decisions

We conduct Pre-Renewal Planning with clients, and we evaluate, negotiate, and deliver advice a minimum of 30 days in advance of any effective date, giving you time to make decisions and communicate to employees.

We've Got Your Back

We offer ongoing support and advocacy for owners, administrators, employees, and their families, so your entire organization has an expert on their side.

 

Our Partners

Employee Benefits Benchmarking, Powered by CloudAdvisors

CloudAdvisors is the first end to end digital platform to shop, compare, and analyze employee benefit plans. Get tailored plan recommendations, shop quotes online, and purchase the best benefits for your team from trusted Canadian benefit providers.

Built with transparency in mind, our technology is designed to make employee benefits easy. Shop, compare, and buy benefits in no time, at no obligation. Our AI finds gaps in coverage, and opportunities to make your plan more appealing to new hires. 

Ask your broker how you can get started with a Free Benefit Analysis today.

A member of Canada’s largest network of advisors. Better Advisors. Better Advice.

Benefits Alliance is a national organization consisting of independent member firms, with Advisors managing thousands of employee benefit plans. With $1.4 billion of group insurance premiums for those benefit plans, as well as 1,500 group retirement plans that have over $3.5 billion in plan assets.

Prospective member firms are peer-nominated and reviewed. At Benefits Alliance, only the best advisors providing the best advice are invited to join our group. As an industry advocate and thought leader, they primarily focus on small to medium-sized businesses. Benefits Alliance is dedicated to representing the best interests of its members and their respective clients.

Benefits Alliance provides member firms with the tools, resources, and unique proprietary products and services that will meet and exceed client expectations. They are committed to providing continuing education and professional development initiatives to ensure the highest standards of service.