When it comes to Group Benefits - Are you winning?

Our Focus

Optimizing group benefit plans to save money, recruit and retain top talent so our clients can grow their business

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Do what is right - not what is easy

Our approach has been simple from day one: Do right by our clients. That means doing the hard and highly detailed work that suppliers expect us to ignore. It means asking bigger questions and uncovering more beneficial solutions. Doing right by our clients’ means inventing new tools so our clients can realize their business and personal goals. Our client roster includes small and medium sized businesses from Halifax to Regina and east to the UK.

  • Helpful Insights

    Our analysis findings resonate with our clients acting as a catalyst for change

  • Knowledge

    Our team specializes exclusively in group benefits and retirement planning

Our Team

Three key players bring complementing views to your group benefits plan design. Wendy, Kelsey and Jeff have been evaluating and optimizing group benefit plan design for some of the regions strongest small to medium sized businesses since 1998
Wendy Brookhouse, CHS, CCS, MBA
President and CEO
For nearly a decade Wendy Brookhouse has developed a reputation for delivering actionable plans designed to achieve both personal and professional goals. A 2012 Progress Club Women of Excellence Award recipient, Wendy is Chair of Junior Achievement NS.
Kelsey MacAulay, BBA
Chief Operating Officer
Kelsey specializes in business growth, spearheading group benefit products for our clients. Keeping the best talent is game changing and Kelsey helps restructure existing group benefit expenses into investments with recruitment and retainment dividends.
Jeff Gillespie, B. Comm (Hons.), REBC, RHU
Mathica Benefits
An expert in all things group benefits related Jeff is our master analyst and benefits evaluator. His unique ability resides in knowing the in’s and out’s of benefit plan design. His narrower benefits focus permits a depth of understanding unmatched regionally.

Testimonials