Because you deserve an industry expert in your corner.
Advisors
Advocates
Allies
We believe your advisor should relieve your workload, not add to it.
Navigating the costs and complexities of employee benefits can be a real headache for business leaders. At Navy & Sage, we dive deep into reporting to align your priorities with a valuable long-term plan. By taking the administrative load off your shoulders and providing top-notch service, our clients feel confident and supported, knowing they’ve made smart choices for their people and their budget.
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Navy & Sage Benefits
Leading beside you with Strength and Wisdom
“Insurance often gets a bad rap, but we’re here to change that. We believe in doing what’s right and tenaciously advocating for our clients. We have great relationships with carriers, which helps make everything go smoothly and efficiently.”
– Corrie & Terri
Make Our Team Your Team
“I don’t remember a time when we presented a renewal to a client without negotiating with the insurance carrier on the client’s behalf. Our values don’t allow us to settle for ‘good enough’.”
Terri Eriksen, B.B.A., CPHR
Owner, Employee Benefits Advisor
Meet Terri, a client satisfaction powerhouse. With her deep industry know-how, Terri easily handles complex renewals, ensuring clients get the best solutions without the stress.
Terri Eriksen, B.B.A., CPHR
Owner, Employee Benefits Advisor
As a team, we are in awe of Terri's ability to distill intricate carrier replies into clear recommendations. This empowers our clients, giving them the confidence to make informed decisions about implementing new plans or switching carriers.
Terri's expertise in HR and disability management, combined with her focus on efficiency, translates to big savings in time, money, and energy for clients. She is the kind of justice-oriented, strategic advocate anyone would want to have their back. We're so lucky to work alongside her.
Specialties
- Group Benefits Consulting
- Plan Design Management
- Cost-Management Solutions and Plan Sustainability
- Disability Management and Human Resources Consulting
- Employee Communication and Education Sessions
- Strategic Counsel
Side Notes
- Deep HR background with extensive WCB and Disability Management experience
- Saskatchewan roots, Okanagan heart
- Terri’s perfect day off: Exploring a local winery, capped off with a visit to the beach
“Organizations and their decision makers deserve so much more than the industry standard. Often they don’t even realize they are getting bad service and questionable value. We’re here to turn that around.”
Corrie Omand-Brown, CHS
Owner, Employee Benefits Advisor
Meet Corrie, a driving force behind Navy & Sage’s exceptional client experiences. Whether helping clients navigate complex problems, handling denied claims, or providing insightful advice, Corrie’s go-above-and-beyond mantra and never-give-up attitude shine through in every interaction.
Corrie Omand-Brown, CHS
Owner, Employee Benefits Advisor
Clients often commend Corrie for making benefits management easy and understandable. Our team sees how her ability to clarify the complex and persistently advocate for clients fuels her reputation for knock-your-socks-off service and support. Her leadership inside and outside the office makes us proud to be on her team.
Specialties
- Group Benefits Consulting
- Plan Design Management
- Cost-Management Solutions and Plan Sustainability
- Employee Communication and Education Sessions
- Health and Wellness Strategies
- Employee Assistance Programs
- ASO and Special Funding Arrangements
- Report Analytics
- Benchmarking
- Strategic Counsel
Side Notes
- Extensive Benefits Background, including Disability Management, Return-to-Work Services, Health and Wellness, and Employee Assistance Programs
- Experienced with unique needs of Municipalities
- Previous Executive Director for a BIA (Business Improvement Area)
- Step Mom of two boys and avid outdoor adventurer on foot, bike or at the ball diamond
Dianna Syrnyk
Lead Client Service Specialist
Dianna is our team’s beacon of expertise and efficiency. With an unparalleled wealth of industry experience, she navigates even the most complex benefit challenges with ease. Dianna’s superpowers include her eagle eyes for spotting plan errors and her iron-clad memory, ensuring our clients receive top-notch service. Her dedication to getting things done efficiently and her lightning-fast response times make her a customer service superstar.
Clients trust Dianna’s unfailing, helpful support and expert guidance at every step. As her teammates, when we’re stumped for an answer, we know Dianna has it! We would not be half as strong as we are without this wise, wonderful woman working side by side with us.
Cailyn Hepburn
HR Coordinator & Client Support
Cailyn brings energy, enthusiasm, and a thoughtful approach to her role. With a Post-Baccalaureate Diploma in Human Resources Management and a genuine interest in helping others succeed, she supports both our HR consulting work and client service with a practical, people-focused perspective.
Known for her attention to detail, adaptability, and ability to quickly learn on the go, Cailyn enjoys finding practical solutions and keeping projects moving forward. She brings a strong understanding of HR to her work, along with a natural curiosity and a commitment to understanding each client’s unique needs and goals.
Outside of work, Cailyn loves being outdoors and is always looking for her next adventure, no matter the season.
Laurie Bartley
Group Benefits Account Manager & Client Support
Laurie radiates warmth, energy, and genuine care – qualities that make her a natural fit for our Navy & Sage Benefits team. With decades of experience in the financial services industry, she’s helped countless people build financial confidence and achieve their goals. Her career journey has taken her through a variety of roles with leading insurance and investment organizations, where she honed her expertise in client service, relationship building, and impactful communication.
Laurie’s superpower? Making meaningful connections. Whether she’s delivering a presentation, solving a complex client challenge, or simply lending an ear, Laurie’s client-first approach and uplifting spirit make a lasting impression.
Outside of work, Laurie is a proud mom of two boys and grandmother of two, and is happiest spending time in nature or on her yoga mat.
Martina Heilmeier
Senior Account Manager
Martina brings a calm, insightful approach to everything she does, backed by more than 25 years of experience in the employee benefits and insurance industry. Throughout her career, she has worked in claims processing, renewal processing, group plan implementation, underwriting, and client service, giving her a well-rounded understanding of the industry and a genuine passion for helping clients.
Known for her attention to detail and willingness to go the extra mile, Martina enjoys building relationships and finding practical solutions that make life easier for clients. She has a particular interest in renewals and marketing and is committed to continuous learning and professional development. One of her proudest accomplishments is earning her Certified Employee Benefit Specialist (CEBS) designation, reflecting her dedication to delivering knowledgeable, high-quality service.
When she’s not working, you’ll find Martina volunteering as a firefighter, tending to her garden, enjoying a camping trip, or spending time with Benji, her Bernese Mountain Dog.
When you lack the support you need, it’s easy to feel overwhelmed and frustrated with your plan.
We want better for you.
Start with a Call
Client Feedback & Testimonials
One of the best indicators of our ability to provide great service is our client feedback. We regularly request and receive feedback to ensure satisfaction regarding our services.
No one should feel frustrated with their benefits plan or advisor, especially the leader who chooses them.
We understand the responsibility you carry, which is why we partner with decision-makers like you to eliminate confusion and create a simple path to the right plan. So let’s start with a conversation. You can stop feeling frustrated and under-supported with what you have in place today. Instead, let’s design a cost-saving insurance plan that makes your employees feel seen, valued and protected.
Start with a Call
