About Us

Who We Are

We are a team of experienced, passionate and creative Group Benefits Advisors. We transform the needs of companies into sustainable and cost effective group benefit plans that cover what employees value.

Meet the Team

We listen.

We want to know what is most important to you.
We want to hear both your challenges and your wish list.
We believe that being open and curious leads to better understanding of our clients’ needs.

We help.

We hold insurance carriers, and health and dental providers accountable.
We ensure that you always pay fair rates.
We assist plan members with claims submissions and denied claims.
We educate your employees to understand and use your plan wisely.
We provide consistent reporting so you understand your plan usage.
We develop innovative plan design options.
We create strategies for cost containment, drug solutions, disability & absence management, and health & wellness programs.

Our Values

We believe that you deserve to get regular reporting and information about your plan. (It empowers you to make informed decisions about your plan.)
We believe that you can have control over rising costs.
We believe that renewals should never be a surprise.
We believe that our success is defined by your satisfaction.

What’s in a Name?

Our name, Navy & Sage Benefits, means a lot to us.

Sage is a long-standing symbol of wisdom, experience and good judgement. Navy conveys confidence, stability, depth, trust and loyalty. And the ensō circle in our logo represents simplicity, movement, strength, and insight.

The name Navy & Sage Benefits is also artistically representative of our home, the Okanagan Valley (Navy for water and Sage for the hills and natural flora that grows in the area).

Our Story

Our story originates from a conversation shared between two friends over a glass, er, bottle of wine. As Benefit Advisors, we know how important it is for companies to receive fair pricing, detailed reporting and strategic advice to proactively manage their group benefits plan, and have control over plan sustainability. We identified a gap in our industry for clients to have the ability to actively manage their group benefits.

We are driven by the desire to ensure our clients are well taken care of. No matter what the company size or what industry, we strive to ensure that everyone receives the same outstanding service, attention to detail, and advocacy on their behalf with the insurance carriers.

The Navy & Sage team brings nearly 50 years of experience to our clients. We are friendly, passionate about what we do, and offer a full range of consulting services including Employee Benefits, Group Retirement, Human Resources, Disability Management and Health & Wellness programs.