Who is Bryan H. Lupe and Associates Limited?

Our primary responsibilities focus on the delivery of Employee Benefit Plans as well as Executive Compensation Arrangements. Over the last quarter Century we have worked closely with privately held corporations which have required an entrepreneurial approach to planning.

As independent brokers and consultants, specifically to corporations and their executives, we have had the opportunity to work closely with management on the non-union side as well as union officials. We have counseled organizations regarding cost containment, plan design, health care management, drug utilization reviews and computerized self-accounting packages.

Chief Client Contacts:

Bryan H. Lupe, President

Bryan W. Lupe Jr. – Account Executive

Services Provided (since 1969):

Benefits Consulting and Brokerage
Benefit Claims Payment Service
Executive Compensation Arrangements
Benefits Administration
Benefits Computer Consulting
Pension Plan Consulting
Business Succession Planning
Estate Planning

Client Profile (Group):

Provincial and National Accounts
Privately Held Companies
Association Groups
Size Range 10 - 5,000 Lives
Major Accounts in Transportation Industry
CADA - Canadian Automobile Dealers Association Broker

Client Profile (Individual):

Multi-Province Work
Business Owners and Executives of Privately Held Companies
Work and Implementation of Insurance Products for Estates in excess of $40,000,000

Professional Staff: 5

Client List Available upon request

Associate Offices

Waterloo

Toronto

Calgary

Edmonton

Vancouver

INDEPENDENT LIFE INSURANCE BROKERS AND EMPLOYEE BENEFITS CONSULTANTS

Phone: 204-477-1330 Fax: 204-475-7407 Suite 200-701 Pembina Hwy. Winnipeg, Mb. R3M 2L7