Excellence in Concierge Employee Benefit Consulting

Caroline Kugelmass


Caroline has a business degree with a major in Human Resources and over 20 years experience in the group benefit field. She is a trusted group benefit advisor and valued resource to her clients.

Caryn Boyko

Market Research and Client Services

Caryn has a Chemical Engineering degree with over 20 years of experience in the Oil & Gas industry. She brings a wealth of knowledge to the Excel team in terms of her strong analytical skills.

Additional Resources

Amanda Schewaga

The Marketing Girl

With over 15 years of marketing experience, Amanda Schewaga brings her clients’ marketing ideas to life, so they can quickly generate a variety of revenue streams, and brand awareness.

Brian Harrington, BBA, CFA

The Pelican Financial GRP

Brian Harrington has been in the retirement business for over 20 years, all of it based in Calgary. Brian’s background has been in both the Corporate Retirement Planning and Individual Financial Planning arena.

His primary objectives are to partner with individuals such that they achieve both their financial and lifestyle goals.

Meagan Johnson

The Pelican Financial GRP

Meagan Johnson works alongside Brian Harrington at The Pelican Financial GRP. Together, she and Brian work with clients to create and implement strategic financial plans to help them build a solid financial foundation. She has worked in the financial services industry since 2015 and is passionate about help clients achieve financial freedom to live the lifestyle they have always envisioned.