Owen & Associates
David Wheelock is a seasoned professional in benefits and retirement consulting, currently serving as a Senior Benefits and Retirement Consultant at Owen & Associates since November 2023. Prior experience includes roles as a Consultant at People Corporation from February 2022 to October 2023, an Account Executive and Benefit Support Specialist at White Willow Benefit Consultants from October 2013 to February 2022, and a Program Manager in Health Management Solutions at Medavie Blue Cross from November 2010 to June 2013. David also held the position of Associate Consultant at Morneau Shepell from October 2006 to November 2010. David Wheelock earned a Bachelor of Business Administration (BBA) from Trent University between 2002 and 2006.
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Owen & Associates
Michael T. Owen & Associates Inc. was established with a view to bringing a total solutions concept to the employee benefits needs of the business community. Our philosophy is customer centred. We place our customers and their needs first. Our mission is to: Deliver efficient and cost effective program administration; Provide independent and objective assessment of the ability of the carrier to deliver to the satisfaction of the customer. Apply individual and group solutions to the unique circumstances of the customer recognizing particularly the needs of the executive. Understand the interrelationships that exist between the clients insurance programs and how changes in one area impact others. We focus on developing solutions with our clients through a consultative process. As we act on behalf of our clients, our advice is independent and objective. We are not affiliated with any insurance company or benefit provider. We are solely accountable to our clients.