What Makes Us DifferentWe pride ourselves on providing superior customer service to our clients.
We listen carefully to the needs of our clients and we’ll work closely with you to review your existing plan, or help design you a new plan that meets the specific needs of your organization and employees. We have relationships in excellent standing with all of Canada’s most reputable insurance and retirement companies. This enables us to provide you with a customized plan, not just a “cookie cutter” plan that includes benefits that don’t suit you or are not meeting your needs.
We’ll also develop a detailed plan implementation and education program at the pace and depth you need and want. We provide services in your community, face to face. We have a dedicated team approach to ensure your Plan Administrator has everything they need to administrate the plan to employees including training when necessary. Employees will always have access to a dedicated Claims Specialist and Financial Advisor to answer questions and address their independent needs.
All of our specialized services are value added and come at no additional cost to you or your employees.