About Us
Developing a benefit plan is a strategic process that aligns your business goals with the needs of your employees, ensuring attraction and retention while controlling costs. As brokers, we represent you (the business owner or HR professional), acting as an independent advocate rather than a captive agent of one insurance company, to secure the best coverage at the most competitive rates.
Assessment and Strategy Formulation
Our Input: We meet with you to identify goals (e.g., competitive hiring, retaining staff), analyze employee demographics, and establish a comfortable budget.
Process: We review your current plan (if any) or conduct employee surveys to determine what benefits are valued most.
Market Research and Benchmarking
Our Input: We compare your current or proposed benefits against industry standards (benchmarking) to ensure you are offering competitive packages without overspending.
Process: We identify “must-haves” (health, dental, basic life) vs. “desirable” perks (wellness programs, enhanced vision).
Plan Design and Negotiation
Our Input: We create a customized package, leveraging our market knowledge to negotiate directly with insurers for better rates and terms, often accessing products not available directly to the public.
Process: We structure premium cost-sharing between you and your employees to ensure financial sustainability.
Retirement Plan Selection
Our Input: We provide expertise on various retirement structures — such as Group RRSPs, DPSPs, DCPPs — and help select the right financial institution based on investment performance and fees.
Process: We confirm plan features like qualifying periods, contribution levels, and investment options.
Implementation and Enrollment
Our Input: We handle the administrative onboarding, streamline the enrollment process for your HR department, and, if necessary, assist with legal compliance and documentation (e.g., ERISA, CRA).
Process: We organize employee meetings to explain the benefits, ensuring they understand the total compensation value, which boosts morale.
Ongoing Support and Annual Review
Our Input: We provide year-round service, acting as a liaison for claims disputes, renewal negotiations, and answering employee questions, taking the administrative burden off your team.
Process: We review the plan annually to adjust for business growth, new legislation, and feedback.
Contact Us about your Benefit Needs
Submit the inquiry form to discuss your objectives and determine how we can assist with building out your team’s group benefits