We service British Columbia, Alberta and Ontario. Reach our team at [email protected]
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We are entrepreneurs and professionals who are raising families and navigating this crazy, ever-changing world.
We’ve spent our working lives building our skills in boardrooms and on the front lines with our clients, mastering the fundamentals of what makes it all work. We landed here in a quest to really make a difference – to apply our knowledge and skills to positively impact people’s lives!
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.
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.
Experts in our field; we’ve also spent a collective lifetime working with business owners and understanding their unique needs.
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.
Change is the only constant, so consider us part of your team. Annual reviews and adjustments are just part of our service.
Insurance and Benefits Advisor and Managing Partner
Sarah got an early start in the financial services industry. While finishing her commerce degree she took a part time job with an insurance company and traveled around the province sitting at kitchen tables helping families protect what they loved most – their families.
She was recruited away from the industry and spent the next years of her career working as a Senior Executive with some of Canada’s largest corporations taking care of small business owners, but she always felt a calling to get back to the table – to be face to face with people helping them, to roll up her sleeves and make a real difference. Today she is proud to help hundreds of people a year protect their businesses and take care of their families.
She spends her time away from the office with her husband and three kids – most often found on a soccer field or baseball diamond around the lower mainland.
Insurance and Benefits Advisor, Partner
Joyce moved to Canada when she was a teenager and got her start working in, and eventually managing a family business. She understands the hard work and dedication that it takes to run one and it’s why she genuinely loves working with business owners and their families. After completing her degree at the University of Alberta she continued the path of supporting businesses, working with some of Canada’s largest brands in an Executive Management capacity.
The main reason she enjoys working in this industry so much is that it’s deeply personal for her clients. Helping people in making sure that their families, businesses, and employees are taken care of is important work.
Away from the office Joyce loves hiking and spending time outdoors with her husband exploring the beauty of Canada. She enjoys strong coffee, is a yoga and fitness enthusiast and always has a book or two on the go.
Client Services
Sharon brings an entrepreneurial spirit to OBEO Planning group. Together with her husband she owned and managed an event planning and hospitality company for many years. Her background also includes experience in the Oil & Gas sector and various other industries.
She has completed a Diploma in Business Administration and loves her role as Client Services Manager. She is a great resource for OBEO’s clients, always ready to help and very capable with a can-do attitude.
Sharon has a fun sense of humor, loves learning and is a devoted mom who enjoys the flexibility of her role as it allows her to spend lots of time with her daughter.
CPA, CA, CLU, CEA
Chris is a member of the Canadian Tax Foundation, Canadian Association of Gift Planners (CAGP), and the Conference for Advanced Life Underwriting (CALU). In addition to achieving his designation as a Chartered Accountant, he also achieved the Chartered Life Underwriter and Certified Executor Advisor designations.
He was a tax manager with a major accounting firm, specializing in tax planning for high-net worth individuals. Chris’ tax planning background provides an invaluable perspective when building recommendations for complex corporate cases. Chris brings expertise in insurance related strategies for business owners and high net worth individuals building strategies to create, protect and transfer wealth for these individuals.
With over 20 years of service in the financial industry, Chris brings a wealth of knowledge and experience to the table for OBEO clients.
BA, GBA
Jackie comes to us with many years of experience in the Group Benefit Industry. After working for Manulife Financial for a number of years Jackie moved abroad to Hong Kong with her husband where they traveled and started a family over the course of 8 years. Since returning to Canada she has been drawn back into the Group Benefit business where she worked for an MGA firm and ultimately landed with the OBEO team.
Jackie received her Bachelor of Arts degree and has since completed her GBA certificate, which has contributed to a well-versed knowledge of Group Insurance. As our Manager of Group Benefits, you can rest assured Jackie will go above and beyond in helping our clients provide valuable solutions to their employees.
Jackie now resides in beautiful Kelowna and while not at work you can find her spending time with her family, visiting vineyards, or hitting the local mountain for a day of skiing.
We are on your team! OBEO is independent which means we are not beholden to any one provider.
This allows us to be objective in building a plan that best supports your unique needs and goals.
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We service British Columbia, Alberta and Ontario.
Reach our team at [email protected]