About United Benefits Group
United Benefits Group was founded to assist business owners to obtain the right life and health insurance coverages to benefit themselves and their family.
We show business owners how they can realize significant tax advantages that are available to them through their company establishing a package of life and health insurance coverages for them beyond their basic benefits plan.
Specifically, we show business owners how their life and health insurance coverages can be used to transfer money out of their company "tax-free".
We have over 25 years of experience serving hundreds of business owners in Alberta and British Columbia to realize the significant tax-advantages available to them through their life and health insurance coverages.
The following business principals are the foundation of United Benefits Group:
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Excellence: We do what we say we are going to do, finish what we start, get it done on time and treat everyone with respect.
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Service: We strive to provide outstanding service and to take care of all details for each of our clients.
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Teamwork: We operate as a cohesive, integrated team to benefit each of our clients.
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Innovation: We continually utilize technological advancements to innovate and improve our services and harness systems to benefit each of our clients.
These business principles guide how we do business with each of our clients on a day to day basis. They underscore our commitment to being an outstanding company that makes a meaningful, positive difference in the lives of each of our clients.
Meet Our Team
George Goulet - President & Lead Advisor
George has over 25 years experience as an Alberta based business owner. He is a Registered Trust & Estate Practitioner (TEP), Fellow of the Life Management Institute (FLMI) and a Certified Health Insurance Specialist (CHS).
George and his wife Polena have 6 kids (31, 28, 16 and 3 -15 year olds). He is a Nationally Trained Soccer Coach, an avid golfer and enjoys travelling with his family.
Brit Skiba - Operations Manager
Brit has over 10 years of business management experience and oversees the day to day workflow management of United Benefits Group.
Angie Li - Client Services Co-ordinator
Angie has over 10 years of experience in various client services functions. At United Benefit Group, Angie is responsible for each of our clients having an exceptional experience in receiving our services.
Carra Wegner - Client Services Co-ordinator
Carra has over 15 years of experience in client service roles. At United Benefits Group, Carra is responsible for managing client coverage applications from submission through to completion.
Kathy Neil - Team Assistant
Kathy performs various task to assist all of our team members to provide efficient client service to each of our clients. Kathy has over 20 years of administrative and client service experience.
We Believe In Giving Back
Our President & Lead Advisor, George Goulet, established The Access Foundation Fund, a donor directed fund of the Calgary Foundation, to benefit various worthy causes. To date, through the Access Foundation Fund and other charitable contributions, the United Group of Companies (which includes United Benefits Group) has provided in excess of $200,000 to benefit these causes. Organizations that we have supported include:
Alberta Children’s Hospital
Calgary Food Bank
The Alberta Cancer Foundation – Ride to Conquer Cancer
Alberta Heart and Stroke foundation NWT and Nunavut
The Mustard Seed
Wood’s Homes
At United Benefits Group, we saw an opportunity to provide a better way to assist business owners to make sure they have the right life and health insurance coverages to benefit themselves and their family while realizing significant tax advantages in the process.
If you would like us to help you in the same way we have helped hundred of business owners across Alberta & BC, just text or call our President & Lead Advisor, George Goulet on his cell at (403) 540-4644 or you can reach him by email at georgeg@accessbenefits.ca and we would be pleased to help you.
We suggest that the best time to reach out is now, while it is top of mind, so that the opportunity for you to get this all taken care of does not pass. We are here to help. All you have to do is reach out.