Excel Benefit Consulting

Current Events....


Inspiring mental, physical and financial well being in you and your employees.

Previous Events...

Soap Making - Website Image.jpg

We had such a great afternoon at Windy Point Soap making dry shampoo and lotion. A huge thank you to Pamela and Michele who guided us through the process. The products we made will be sent to the Baby It's Cold Outside Charity to be used in 'Essential Kits' which will be distributed to homeless shelters in Alberta. For more information on BCO and Windy Point please click on the links below.

Website_Seminar_ Event Cancelled

Due to logistical issues this event has been cancelled. We apologize for any inconvenience and look forward to seeing you at our next seminar!
Community Kitchen June 2019

May 23rd was a great day as the staff of Excel were joined by volunteers from Glencoe Club and Great West Life to fill dry food boxes at the Community Kitchen. Together we filled 100 boxes that will be distributed to families in need in Calgary and the surrounding area. A huge thank you to all the volunteers! For more information on Community Kitchen and the great work they do click on this link: https://www.ckpcalgary.ca/
Barbara Martinez, Practice Leader of Drug Benefit Solutions at Great-West Life will take you through past, present, and future Canadian drug spending and utilization.

During this seminar, Barbara will investigate the drivers that lead to drug cost increases and decreases and provide an outlook for the future. Barbara will examine the promise personalized medicine holds, in terms of genetic testing to target treatments that are more effective and less expensive than the traditional “trial and error” approach.

She will also focus on the future of data mining, an emerging technology with huge potential. Imagine being able to reach out to someone and prevent an injury or disability before it occurs! Attend this exciting session and be first to hear about these and other emerging technologies.
Breakfast with Benefits - December for Website 2018
Future of Telemedicine Seminar - December 6th, 2018

Have you thought about the impact that telemedicine could have on helping your employees be more proactive about their health and creating a happier more-productive workforce? We certainly have, which is why we’re excited to invite you to attend a rousing panel discussion exploring the ins and outs of this ground-breaking new technology!

We are thrilled to have representatives from Dialogue, Maple, and Wello who will provide us with an insightful overview detailing how virtual healthcare can help your employees manage and address any number of health issues. In addition, you will learn more about how telemedicine not only offers a pro-active approach to your employees’ overall well-being, but additionally affords individuals access to healthcare professionals 24/7, regardless of location or proximity.

Take this opportunity to learn from leaders in the industry and hear their exciting insights about where the future of telemedicine is heading!
Website_Seminar Recognition
Our September seminar focused on yet another hot topic from our client survey - Recognition and Effecting Employee Retention.

How often do you recognize employees for a job well done? More importantly, how often do you recognize them as they are striving to reach their goals? Recognition is a key component in fostering a culture of engagement, inspiration, and appreciation. Employees that feel recognized tend to stick around in an organization and are happier. Happiness contributes to employees' overall health and wellness, and to the success of your organization.

Our guest speaker, Jolene Ondrik, owner of Eye on Culture, discussed how recognition contributes to employee retention and provided an interactive workshop to help attendees improve their company's recognition toolbox.


We had so much fun at Community Kitchen making food boxes to be delivered to those in need. We would like to thank all of the volunteers who joined us from Holden Insurance, Incito, Natural Health Services, and The Marketing Girl. Together we were able to complete almost 5 pallets!

We will be planning another volunteer event in the fall - stay tuned for details!
Website_Seminar_Disability and Culture

As always we want to ensure we are delivering seminar topics that are of key interest to YOU! We are pleased to present the first seminar resulting from our recent January 2018 survey results. We will be discussing two topics: 'Improving Disability Management Outcomes' and 'Building and Maintaining a Positive Culture in the Workplace'.

Gavyn McKay, Manager, Group Disability Calgary, Sun Life Financial will be sharing his wealth of knowledge to help plan administrators work closer with disability adjudicators in managing disability outcomes.

Karla Watson, owner of Tact HR Services will be delving into workplace culture and providing us with her valuable insight.

Registration now open! For all the details click here:
CPHR Booth

Excel is so excited to be participating in HR Undefined. The conference is being held at the Telus Convention Centre, April 11th and 12th. You can find us in the Exhibition Hall - Booth 315. On Thursday, April 12th our Senior Benefit Consultant, Scott Holden will be speaking at the Presentation stage at 8:45am. The topic he will be discussing is 'How to Handle Pushback on Benefit Changes."

Registration and conference details here:

Hope to see you there!
Helping Our Clients Strive for the Higher Star
Thank you to everyone who participated in our recent survey. Your valuable input will allow us to tailor the content of our future seminars. We would like to congratulate Garry, the winner of the gift certificate for Centini's Restaurant. Our next seminar will be held May 3, 2018. Stay tuned for details...

Resilience CPBI
CPBI Speaker Series
February 15th, 2018
11:30 AM - 1:30 PM

Resilience - How to Save Money on Group Benefit Plans

Caroline Kugelmass will be speaking at the Canadian Pension and Benefits Institute

Register here: http://www.cpbi-icra.ca/Events/Where/Region/All/Area-of-Interest/Benefits/Date/2018-02-15
Four Generations

October 2017

Baby Boomers, Generation X, Millennials, and Generation Z. Discussion focused on the benefits of ensuring all four generations are accommodated in the workplace. We were also joined by our colleague Brian Harrington of Quadrus Investments who shared insight on how to assist employees in working towards a healthy and sustainable financial lifestyle.


September 2017

Medical Cannabis is a hot-button topic. We reached out to our colleagues at Natural Health Services, Sundial Growers, BDP Law, and ECS Safety Services who presented a fascinating morning full of helpful information and clarifying education of Medical Cannabis.

Community Kitchen

September 2017

At Excel, we believe in giving back to the community. Community Kitchen is a great local organization that provides Calgarians not only with food, but also education to ensure that program participants are able to budget and plan healthy meals. We were thrilled to donate our time to fill 3 pallets with food boxes.

Specialty Drugs

April 2017

This seminar focused on the rising cost of specialty drugs and their future in Canadian benefit plans. There aren’t any clear-cut solutions, but we were able to share information on steps that can be taken to help combat these rising costs.


March 2017

It is important to give back to the business community. The focus of this complimentary session was to discuss synergy in the workplace and how it can lead to success in your business.

10th anniversary

February 2017

In February Excel Benefit Consulting hosted a 'fun money' casino night at Saltlik Steakhouse. Together with our clients and dear friends we celebrated 10 wonderful years of being in business.


October 2016

The benefits of structuring a workplace around the concepts of resiliency are abundant and far-reaching. Our seminar on resiliency focused on ways to support your employees and also save money on group benefit costs.


September 2016

This year, we began offering a complimentary Entrepreneurial seminar with the intent of giving back to the local business community. Our first session was an open discussion where fellow entrepreneurs shared their experiences in starting up a business. The seminar was well received so we will be continuing these sessions on an annual basis.