Financially Prudent Employee Benefits – Sponsored by Jeffrey Gregory Presents: Financially Prudent Employee Benefits – An Oxymoron?   Sponsored by: Jeff Gregory of Desjardins Financial Security Investments Inc. 

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August 27th Dinner Meeting at the Marlowe Restaurant

1 CPD hour

Everyone values employee benefits, but often don’t really understand the different packages.  And when it comes time to renegotiate with the vendor you can watch their shoulders drop in anticipation of an arduous process.  As financial leaders, it is not uncommon to find the decision making regarding employee benefits coming your way.  Want to look like a star?  Join us at this session, to gain more insights into the ins and outs of employee benefit packages and the opportunity to realize a healthy ROI in terms of employee satisfaction AND REDUCED COSTS. This session will cover:

  • Risk Management Considerations
  • Removing the Smoke & Mirrors from the Renewal Process
  • The Real Difference Between ASO and Fully Insured Funding Platforms
  • The Truth About Stop Loss or High-Level Pooling
  • How to Know if You Are Getting A Fair Deal
  • Is a Health Care Spending Account Right for Your Company

If you are not familiar with these terms you should attend. As with all / Marlowe dinner meetings, there will be ample time for Q&A and discussion at the tables to maximize your learning of this topic.

Event Details:

Condition of attendance:
Food and drink purchase from our host venue, Marlowe Restaurant. No entrance fee. (This opportunity is made possible by a strong GTA community)

6:30 – 6:55pm Sign In & Networking(Get Name Tag)
6:55 – 7:00pm Welcome by Thomas Seal / Paul Calleri
7:00 – 8:00pm Presentation
8:00 – 8:30pm Networking

Our Speaker:

Ross Bauer, President Bauer Benefits, has been working with small to large companies for over 30 years delivering high value client service and satisfaction. With extensive expertise, he determines the best funding platform for a company’s benefits, its tax effective strategies and risk management safeguards for attracting and retaining key employees, as well as rewarding employees with the coverage they deserve.


Great workshop, very valuable and inspiring. I would like to attend the workshop again………………….Chiedozie Megwa


Each event is fantastic! I learn something new every time that will help me in my professional and personal life. I hope to be a regular in events. Mrigank Kabra as

The workshop was very informative and well organized, covering the relevant topics and providing the right amount of content. The audience had adequate opportunity to ask questions to the speaker and interact with the fellow attendees. It was a workshop worth the time and cost. Look forward to attending the future workshops. Kul Makkar Director ITA Canada



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