Patricia Stevens, Senior Financial Broker - Vaughan, Ontario
Do You Have A Group Benefits Plan?
Strengthening Your Business with Smart Group Benefits. Helping You Protect, Retain, and Support Your Team
Patricia Stevens specializes in helping businesses design and manage their group benefits plans that truly make a difference.
Patricia will work closely with the Employer to create and ensure they have a flexible, cost-effective group benefit plan solution that will provide her clients with the most value.
From covering expenses not included under your provincial health care—like drug prescriptions, dental, vision care and paramedical services—to improving employee morale and retention, to offering wellness and mental health programs in her Employee Assistance Programs.
She also helps businesses combine group benefits with a retirement savings plans, giving both employers and employees a stronger foundation for long-term financial success.
What We Offer
- Group Employee Benefits Plans
- Health Care Savings Accounts
- Employee Assistance Programs
- Pension Plans for You and Your Employees
- Individual Health and Dental Plans
- Critical Illness Insurance
- Disability Insurance
- Investments and so much more
“ We cannot say enough about Patricia! She has worked closely with us for a number of years. She created a group benefit plan with an employee assistance program that meets the diverse needs of our employees ….she takes the time to fully understand our unique business requirements, offering clear explanations and guides us through every step of the process. With Patricia, it truly feels like a partnership.”
Patricia Stevens
Senior Financial Broker
About Patricia Stevens
Patricia is a Senior Financial Broker at Experior Financial Group with over a decade of experience in the financial and insurance industry.
Before that, she spent 17 years in the Group Benefits field with well-known companies like Sun Life Financial and GroupQuest, where she worked as Director of Marketing.
Along the way, she has also coached other insurance brokers on group benefit plans and even earned the World Class Customer Service Award from Sun Life in 2009.
What makes Patricia stand out is her genuine care for her clients. She’s known for her attention to detail, excellent time management, and her ability to build strong, lasting relationships.
Whether she’s guiding business owners or supporting families, she brings warmth and professionalism to every interaction.
Her passion lies in helping people succeed. Patricia uses her knowledge to create personalized strategies that protect clients financially, grow their wealth, and provide competitive group benefits to retain talented employees.
At the heart of her work is a simple goal: helping people feel confident about their financial future.
What We Offer
Transform Your Employees Morale with Group Benefit Plans
Is Your Business Offering the Right Group Benefits?
Get answers you can trust. Discover how the right plan can help you retain employees, attract top talent, and support a healthier workplace.
Instead of a generic guide, Patricia offers something more valuable—her time. Schedule a free call today to get personalized advice on building a flexible, cost-effective group benefits plan tailored to your business.
For employers in Ontario and Alberta, the challenge goes beyond simply offering a paycheck—it’s about building an environment in which wellness, protection, and peace of mind are woven into the fabric of the workplace.
Benefits for Your Company
We design group benefits plans that help your business thrive.
Our plans support your team while keeping costs manageable and giving your business a competitive edge.
Brokers like Patricia bridge the gap between the standardized offerings of large carriers and the nuanced considerations found within local workplaces.
Whether it’s customizing plans for part-time employees or addressing specific risk factors relevant to a given industry, this regional perspective means employers aren’t forced into one-size-fits-all solutions.
As regulations and workforce demographics evolve, a trusted broker remains a steady resource—adaptable and proactive in safeguarding the long-term health of the business community.
Benefits for Your Employees
Your employees deserve more than basic coverage.
Our plans provide access to health, dental, vision, paramedical, and wellness services, helping them stay healthy, engaged, and motivated both at work and at home.
From the employee’s perspective, the presence of a thoughtful plan can make all the difference.
Coverage options that address not just health and dental expenses but also wellness programs and private sessions that help with overall mental health and financial security foster a sense of belonging and stability.
The result? Reduced financial stress, improved overall well-being, and a culture where health is not left to chance
Benefits for the Business Owner
As a business owner, you deserve peace of mind.
We create solutions that protect your financial future, offer tax-efficient strategies, and give you confidence that your company and your employees are taken care of.
Employers often juggle the dual demands of providing meaningful benefits while maintaining financial sustainability.
A skilled group benefits broker brings clarity to this balancing act, identifying tax-deductible opportunities and structuring plans that can be written off as a business expense.
Insurance Carriers I Work With
Allianz
Assumption Life
Beneva
Berkley/Experior Travel
Canada Protection Plan
Desjardins
Destination Travel Group
Edge Benefits
Empire Life
Equitable Life
Green Shield
Humania Insurance Inc.
Industrial Alliance (IA Financial Group)
Manulife
Travelance
TruStone (Ingle)
Viver Health Inc
7 Reasons Why Group Benefits are Important in Your Business:
1
Employee Retention (Keeping Your Good Employees)
Group benefits help you keep your best employees by showing you value their well-being.
2
Attracting the Best Employees into Your Business
A strong benefits plan makes your business more appealing to top candidates.
3
Boosts Productivity and Employee Engagement
Healthy, supported employees are more engaged and perform at their best.
4
Reduces Absenteeism and Unplanned Absences in the Workplace
Benefits that support health care means lower unplanned absences.
5
Reduces Workplace accidents and Reduces Healthcare costs
Better health coverage helps reduce workplace injuries and healthcare expenses.
6
Improves Workplace Wellness within the Organization
Benefits encourage healthier lifestyles and a positive workplace culture.
7
A Tax-efficient solution and Financial Assistance
Group benefits offer a tax-efficient way to support employees financially.
Connect with Patricia Stevens
Ask me a question, or simply call to chat.
Why Choose Patricia?
A group benefits broker in Ontario and Alberta acts as a guide and advocate, helping companies navigate the complex world of employee health and wellness coverage. Far from merely selecting plans off a shelf, these professionals evaluate the unique needs of each business—taking into account company size, budget, workforce demographics, and industry-specific risks.
Choosing Patricia means working with a seasoned financial professional with over 13 years in financial services and 17 years in group benefits.
Her experience with companies like Sun Life Financial and GroupQuest, along with leadership roles in brokerages across the GTA, gives her the expertise to design solutions that truly fit your business needs.
This expertise ensures that clients gain access to prescription drug coverage, extended health care, dental, travel, disability, and more—all designed to close gaps left by provincial health care.
The group benefits broker’s role is to mitigate these risks—finding the right mix of financial protection and employee care while ensuring compliance, efficiency, and tax advantages along the way.
Patricia stands out for her personal touch. She listens, understands, and builds lasting relationships with her clients. Known for her attention to detail, time management, and caring nature, she creates tailored plans that support both businesses and families. Her commitment to excellence has even earned her Sun Life’s World Class Customer Service Award.
At the core, Patricia is passionate about helping people succeed. Whether it’s securing group benefits for employees, protecting families, or guiding wealth growth, she combines experience and genuine care to support your long-term success.
Common Questions
What are group benefits?
Group benefits are insurance plans provided by an employer to cover employees (and their families) for expenses not covered by provincial health care, such as prescriptions, dental, vision, paramedical, and more.
Why should my business offer group benefits?
Offering group benefits helps you attract top talent, retain valuable employees, boost morale, and improve productivity—all while showing you care about your team’s well-being.
Are group benefits expensive for small businesses?
Not necessarily. Group benefits can be tailored to your budget, and they’re often more cost-effective than providing salary increases while still offering great value to employees.
How do group benefits help reduce absenteeism?
When employees have access to health, dental, and wellness support, they’re healthier, need fewer sick days, and can be more present and engaged at work.
Can I customize a group benefits plan for my company?
Yes. Every business is unique, and plans can be designed to match your company’s needs, industry, and budget.
Are group benefits tax-deductible for business owners?
Yes they are. Group benefits are a tax-efficient way to support your employees while reducing costs for your business.
Can group benefits include retirement and savings plans?
Absolutely. You can combine group benefits with retirement and savings programs to give your employees long-term financial security in addition to healthcare coverage.
What if my business grows—can the plan change?
Yes. Group benefits plans are flexible and can be adjusted as your business grows or your team’s needs change.
Your Trusted Group Benefits Broker
Patricia Stevens
4300 Steeles Ave W, Unit #31
Vaughan, ON Canada L4L 4C2
