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Peter Weir, 

GBA

Group Benefits, Pension
& Wellness

T: 250.869.3823 | e: pweir@capri.ca | Linkdin

From my very first Employee Benefits client back in 1987, I felt a great deal of satisfaction knowing the plan and services I provided gave many families peace of mind and a stronger sense of security with their employer. Learning about their business goals, strategies, priorities and operational process was exhilarating. Twenty-seven years later I still get that buzz.

I am interested in all of my client's businesses and make sure I take the time to continually learn about their ever evolving priorities and challenges. I believe that once I understand their needs, I can truly customize a plan to help achieve their goals. Health care is important to Canadians - managing issues such as changing workforce demographics, evolving economics, new initiatives and balancing dollars with the benefits plan, has been a learning process - one I continue to enjoy. I also love the fluidity where nothing stays the same. As needs change, so does our industry and my approach.

In early 1992, I moved from Vancouver to Kelowna to join Capri and build the Capri Insurance Benefits Division. At that time in the Okanagan, I was one of a very few with experience in the Employee Benefits field. I do my best to deliver a balanced approach. I leverage my established relationships, trouble shooting skills, wealth of industry knowledge, and creative ideas to assure my clients that they have the very best our industry has to offer. I am fortunate to have long lasting client relationships – most of who have been with me for over 15 years.

I completed my Group Benefits Associate (GBA) designation in 2004. I am a lifetime learner and continue to further my education to keep current with the constantly evolving insurance industry. I am an active partner in The Benefits Alliance Group - Canada's leading organization of entrepreneurs in the Benefit & Pension industry.

I love spending time with my family and keeping active in the community. I enjoy coaching and have been involved with many sports organizations – one particular highlight is being recognized as Coach of the Year by West Kelowna Minor Hockey when I coached their top Midget Team in 2008/2009 season. I am a founding member of the Mount Boucherie Expansion Society, which was responsible for the building of Royal Lepage Place and attracting the Westside Warriors BCHL Team to West Kelowna. I believe in staying healthy and active. I play Hockey, am an avid Skier, Golf for fun and love Hiking right out my front door.

I would appreciate the opportunity to speak with you about your Group Benefits, Wellness and Savings Plans. I look forward to hearing from you.

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