The WP Team is proud to serve and support our members meaningfully and effectively.
Principals & Managing Partners
Office Operations
Cheryl Vinnai Operations Manager cheryl@wpbenefits.ca Extension 203 |
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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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Group Benefits
Rachel Janecka Benefits Consultant rachel@wpbenefits.ca Extension 206 |
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- Benefit renewal analysis/reporting
- Experience analysis/reporting
- Plan design costings
- Market research
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Sarah Salise Client Management sarah@wpbenefits.ca Extension 208 |
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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 kaitlyn@wpbenefits.ca Extension 211 | | - 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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Group Pensions
Luisa Helling Pension Retirement Coordinator luisa@wpbenefits.ca Extension 204
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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 terri-lyn@wpbenefits.ca Extension 205 |
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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 cynthia@wpbenefits.ca Extension 207
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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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Robert Lagrotteria Marketing & Member Engagement rob@wpbenefits.ca Extension 213
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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 claude@wpbenefits.ca
705-206-0841 |
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Greg MacLellan Associate Representative North Bay and Manitoulin Island Region greg@wpbenefits.ca 705-471-1608
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| - Pensions and benefits plan consulting
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Land Acknowledgement
We respectfully acknowledge that we live, work, and volunteer on the Treaty Lands and Territory of the Mississaugas of the Credit. Burlington, as we know it today, is mutually covered by the Dish with One Spoon Wampum Belt Covenant, an agreement between the Iroquois Confederacy, the Ojibway and other allied Nations to peaceably share and care for the resources around the Great Lakes.
From the Anishinaabeg to the Haudenosaunee, and the Métis – Indigenous Peoples who are our leaders, neighbours, and co-workers – WP Pensions + Benefits offers gratitude and respect. Our work is not possible without the generations of Indigenous people who came before us and continue on this shared journey towards truth and reconciliation.
WP Pensions + Benefits works to hold brave space where everyone feels welcomed, included, and heard.