The WP Team is proud to serve and support our members meaningfully and effectively.
Principals & Managing Partners
Office Operations
Cheryl Vinnai
Operations Manager
[email protected]
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- Overseeing operations, including property management
- Client Relationship Manager (CRM)
- Accounts payable and receivable
- Group benefits support to plan administrators and members
- Enrolment and claims issues
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Donna Constantine
Client Management
Administrative Support
[email protected]
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- First-line reception
- Phone call administration
- Mail functions
- Document preparation
- Event and meeting coordination
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Group Benefits
Rachel Janecka
Benefits Consultant [email protected]
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- Benefit renewal analysis/reporting
- Experience analysis/reporting
- Plan design costings
- Market research
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Sarah Salise
Client Management [email protected]
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- Group benefit administration
- Coverage and invoice inquiries
- Member and dependent eligibility
- Carrier enrolment forms
- Terminations
- Salary updates
- Insurer billing
- Group claim issues/inquiries
- Liaise between clients and insurer
- Insurance carrier group implementations
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Kaitlyn Earle
Client Management [email protected]
|  | - Benefit plan implementations
- Request for proposals
- Employee communications
- Group benefit employee presentations
- Enrolment and claims issues
- Plan design costings
- Employee inquiries
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Group Pensions
Luisa Helling
Pension Retirement Coordinator
[email protected]
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- Form inquiries (Application, Member information, Investment change, Beneficiary change)
- Plan administrator form/member inquiries
- Member inquiries
- Termination
- Retirement
- Accessing/transferring pension
- Coordination of death claims
- Current members or individual accounts
- Income tax reporting
- Send tax (tax-exempt) letters for income tax reporting
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Terri-Lyn Dean
Pension Administration
[email protected]
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- Plan management
- Providing annual plan reviews
- Plan implementations, amendments, and terminations
- Liaison between insurer and client
- Legislative updates and reviews (FSCO, OSFI and Insurer)
- Request for Proposal process and pricing
- Plan administrator/client training
- Plan rules
- Legislation
- GRS
- Annual Filing
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Cynthia Holder
Pension Consultant
[email protected]
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- Plan management
- Providing annual plan reviews
- Assisting plan administrators with day-to-day administration concerns or questions
- Plan implementations, amendments, and terminations
- Liaison between insurer and client
- Legislative updates and reviews (FSCO, OSFI and Insurer)
- Providing education for members/plan administrators
- Plan administrator/client training
- Plan rules
- Legislation
- GRS
- Annual Filing
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Kosta Parojcic
Pension Support
[email protected]
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| - Group pension consulting
- Plan renewal reporting
- Pension plan administration
- Plan implementations, amendments and terminations
- Pension member inquiries
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Robert Lagrotteria
Marketing & Member Engagement
[email protected]
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- Managing marketing strategies and functions
- Coordinating marketing, media, sales and promotional campaigns
- Development of member engagement materials/campaigns
- Member pension consulting
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Claude Paquin
Associate Representative
Batchewana First Nation
[email protected]
705-206-0841 |
| - Pensions and benefits plan consulting
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Greg MacLellan
Associate Representative
North Bay and Manitoulin Island Region
[email protected]
705-471-1608
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| - Pensions and benefits plan consulting
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