Our Clients Say It Best
Our Clients Say It Best
Vice President, Jardine Transport Group
If you are looking for a reliable group benefits partner who will add considerable value to your business, Caissie should be your first call.
“Caissie has proved to be an extremely valuable resource for our growing organization. She takes a very hands-on approach and ensures that you are provided with a top-level service experience. Further to that, she will tackle any problem or issue that arises ensuring that the clients’ needs after well looked after. If you are looking for a reliable group benefits partner who will add considerable value to your business, Caissie should be your first call.”
Director of Communications
She supports our values and life goals by helping us achieve financial security and beyond
“Caissie takes the time to get to know you and understand your financial goals and makes complicated financial information easy to understand. Her commitment to growing her client’s financial literacy is unmatched. We’ve been able to achieve more than we expected with her guidance and expert advice. What impresses me most is her depth of knowledge, growth mindset and common-sense approach. She supports our values and life goals by helping us achieve financial security and beyond so that we can live our fullest life. Thank you for everything, Caissie!”
COO, AGADA Bio Sciences
We have hit the jackpot finding Caissie and believe the quality of service is insurmountable compared to other brokerages.
“AGADA Biosciences started working with Caissie Reid following our start-up in 2013 when she set up our staff’s health benefits plan. Each year Caissie has streamlined the benefits renewal process to minimize the time required from us and maximize our staff’s satisfaction with the benefits plan. She is extremely proactive in ensuring that we are offering the optimal value to our employees, which has kept them very satisfied with our benefits package.
Through the implementation of AGADA’s retirement savings plan this year, Caissie delivered multiple meetings with the business leadership, staff introductory sessions, and one-on-one consultations with employees. The staff are immensely grateful for this experience and are impressed by Caissie’s knowledge, experience, and responses to their inquiries. She demonstrates her passion by being extremely reliable, responsive, and providing attention to even the smallest details. This new resource has made such an important difference in our workforce’s financial awareness, future stability, and job satisfaction.
With our company’s entire leadership coming from science backgrounds, we have limited knowledge of benefits packages, insurance, savings vehicles, and investment funds. Caissie is always willing to break things down so we can make well-informed decisions. She naturally visualizes the business owners’ position and perspective and is transparent and balanced in her approach. We confidently trust that Caissie keeps us informed of pertinent cost implications and has our company’s long-term best interest in mind. We have hit the jackpot finding Caissie and believe the quality of service is insurmountable compared to other brokerages.”