Employee benefits advice is a relationship business.

Lindsay has over 20 years of experience in the insurance and financial services industry, with a career spanning employee benefits consulting, financial planning, operations, and executive leadership. Throughout her career, she has worked closely with business owners, leadership teams, and family-run companies to help organizations build sustainable and effective benefits strategies while supporting long-term organizational growth.

As Vice President of The Immix Group and sister company Ciccone McKay Financial Group, Lindsay provides leadership across the organizations, overseeing operations, strategic initiatives, business development, and team management. She works closely with advisors, business owners and leaders, carrier partners, and internal teams to support the delivery of thoughtful, forward-thinking employee benefits solutions for clients across a wide range of industries.

Her leadership style is grounded in collaboration, problem-solving, and building strong systems that support both client success and organizational excellence. Known for her ability to bring clarity and structure to complex projects, Lindsay is passionate about driving innovation, improving processes, and fostering a positive and connected company culture. She is also actively involved in mentoring and supporting the continued growth of the team.

Lindsay graduated from the University of British Columbia in 2003. She is licensed through the Insurance Council of British Columbia and holds her Certified Financial Planner (CFP) designation through FP Canada.

Outside of work, Lindsay is the co-founder of Women in Benefits, an industry networking community focused on supporting and connecting women in the employee benefits industry. She lives in Port Moody with her husband, son, daughter, and their dog, and spends much of her free time at the soccer field, baseball diamond, and hockey rink, coaching, team managing, and keeping up with busy family life.

After graduating from SFU Business in 2006, Howard began working in the insurance industry as a licensed insurance advisor specializing in employee benefits and wellness. He works closely with SMB owners, controllers, accountants, CFOs, and HR personnel to strategize, propose, implement, and maintain customized group health and dental benefits, flex benefits, wellness, and retirement solutions.

Howard enjoys working directly with plan members in group settings as the benefits partner and educator for the organization. He emphasizes transparency, cost sustainability, and employee empowerment with the goal of fostering happy, healthy, and productive workplaces.

Howard enjoys living in Vancouver with his family due to the multicultural diversity, exceptional food, and easy access to mountain and water activities. When he is not working, he spends time with his trilingual Japanese, Chinese, and English-speaking young daughter.

Kelly joined the Immix Group team in 2017 as an Account Executive after holding various positions within the insurance industry over the past two decades. Born and raised in BC, Kelly enjoys spending her spare time with family and friends and living an active lifestyle that includes getting out in nature, dragon boating, and high-adrenaline activities.

Kelly obtained her Group Benefits Associate (GBA) designation from Dalhousie University in 2009. She has also completed several Financial Management courses through BCIT and is licensed by the Insurance Council of BC.

Kelly has worked with many key players in the industry and has an in-depth knowledge of group benefit plans for organizations of all sizes, including large union programs. At the Immix Group, her primary focus is working directly with clients to implement and manage their benefit programs on an ongoing basis.

As Service & Account Manager at the Immix Group, Kathleen’s primary role is supporting clients with the ongoing management of their group benefits programs. She works closely with employers, insurers, and internal teams to oversee day-to-day plan administration, including employee enrolments and terminations, plan member changes, billing inquiries, and overall program support.

Kathleen also plays an integral role in program renewals, delivers employee education sessions, and assists prospective clients by presenting benefits options tailored to their needs.

Prior to joining the Immix Group, Kathleen gained extensive experience with Sun Life and Willis Towers Watson in the Philippines, where she worked for over a decade supporting local and multinational group benefits programs. Kathleen holds a Bachelor’s degree in Management, a Master of Business Administration, and a life insurance licence through the Insurance Council of BC. Fluent in both English and Tagalog, Kathleen enjoys staying active and spending time outdoors.