We are specialized in Indigenous Group Insurance and Retirement Plans

As a Group Insurance and Pension advisor operating across British Columbia, Alberta and the Northwest Territories, Eagle Bay Financial Services strives to provide a competitive product along with superior service.

Tax Rights

We understand tax exemption and how to preserve inherent tax rights where they currently and historically exist for Status individuals.

Knowledge of Funding Opportunities

We also understand the complexities of coordinating your plan with the extended health programs of NIHB (Non-Insured Health Benefits), ISC (Indigenous Services Canada) and CIRNAC (Crown-Indigenous Relations and Northern Affairs Canada).

We are specialized in Indigenous Group Insurance and Retirement Plans

As a Group Insurance and Pension advisor operating across British Columbia, Alberta and the Northwest Territories, Eagle Bay Financial Services strives to provide a competitive product along with superior service.

Tax Rights

We understand tax exemption and how to preserve inherent tax rights where they currently and historically exist for Status individuals.

Knowledge of Funding Opportunities

We also understand the complexities of coordinating your plan with the extended health programs of NIHB (Non-Insured Health Benefits), ISC (Indigenous Services Canada) and CIRNAC (Crown-Indigenous Relations and Northern Affairs Canada).

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.

We pride ourselves on providing superior customer service to Indigenous Communities & Organizations in British Columbia, Alberta and Northwest Territories

We have access to any insurer and we can shop the market to ensure you are getting the most competitive product at the best price.

Customer service is very important to us. We have a team of experts accessible to your employees and your key personnel which will allow you to get independent well-rounded advice. Based on your needs as an organization, you will always have a primary contact, but since we work as a team you will benefit from our combined experience and you will never be far from an answer. We are specialized in First Nations Group Insurance and Retirement Plans and have a vast amount of expertise in both fields.

Eagle Bay Financial Services’ unique ability to assess your group and provide the services you need is built upon creativity, leadership, and a strong relationship between us and our clients.