We lean in. We’re all in on building, executing, and following these plans for you long term. Our attention to detail and professional service always goes above and beyond.
Experience
Experts in our field; we’ve also spent a collective lifetime working with business owners and understanding their unique needs.
Collaboration
The key to a cohesive plan relies on the collaboration of your professional service providers. Benefits, Wealth Accumulation and Protection – we cover all the bases.
Devotion
Change is the only constant, so consider us part of your team. Annual reviews and adjustments are just part of our service.
What Makes Us Unique
We CARE – a lot, actually – more than most.
We can’t think of anything that matters more than helping hard working, determined, passionate and loving people protect what they have created and provide for future generations.
Vancity Electric switched to OBEO Planning Group for our group benefits and life insurance. Working with Sarah, I felt like we were getting a lot more personal service compared to our old insurance advisor. After initially signing up with our old advisor we never heard from them again and were not maximizing our insurance. Using Sarah and OBEO Planning I know we are in great hands and I can worry about the day to day and know that Sarah has our back.
Our company recently engaged in a new employee benefits program through OBEO Planning Group. I can’t express enough about how flawless the execution of this new program has been for me and the rest of our team. Joyce is extremely well versed on the ins and outs of our customized plan. She made certain all of us understood the advantages and how to best utilize our benefits. I highly recommend an initial meeting with Joyce at the very least, and you too will immediately feel the compassion she has for her business and doing her absolute best for her clients’ needs.
Are you prepared for tomorrow?
Protect what matters most and let us help you with a custom plan.