Solutions

We Will Assist You in Coming Up With a Custom Plan Design

Business Owners

3 most important things to business owners:


  1. Budget available
  2. What are your employees needs. 
  3. What you want to offer/promise your employees to attract and retain good employees.


We sit down and discuss these 3 things to help come up with a Group Benefit strategy that will fit all 3 priorities as close as possible.


You as the business owner will decide the budget that you want to allocate to Group Benefits. At the same time, we will discuss the different drug formularies available to control the drug spend on your group plan.


Did you know, as a business owner you could get 100% coverage with no limits and pay a fixed monthly contribution based on your estimated annual health and dental expenses.


We will assist you in coming up with a custom plan design that is tailored to best fit your budget and fit the needs of your employees, which suits with what you want to offer your employees. 


Lastly, we will go to market to all the insurance companies in Canada, as well as some Third-Party Administrators to get the best price for your specific situation.

Download a FREE Audit Doc


REQUEST A MEETING →

We Will Assist You in Coming Up With a Custom Plan Design

Business Owners

3 most important things to business owners:


  1. Budget available
  2. What are your employees needs. 
  3. What you want to offer/promise your employees to attract and retain good employees.


We sit down and discuss these 3 things to help come up with a Group Benefit strategy that will fit all 3 priorities as close as possible.


You as the business owner will decide the budget that you want to allocate to Group Benefits. At the same time, we will discuss the different drug formularies available to control the drug spend on your group plan.


Did you know, as a business owner you could get 100% coverage with no limits and pay a fixed monthly contribution based on your estimated annual health and dental expenses.


We will assist you in coming up with a custom plan design that is tailored to best fit your budget and fit the needs of your employees, which suits with what you want to offer your employees. 


Lastly, we will go to market to all the insurance companies in Canada, as well as some Third-Party Administrators to get the best price for your specific situation.

REQUEST A MEETING →

Download a FREE Audit Doc


Long Term Price is Normally Your Main Concern

Finance Executives and Controllers

From a finance perspective long term price is normally your main concern.


We will assist you in coming up with a custom plan design that is tailored to best fit your budget and fit the needs of your employees, which suits with what you want to offer your employees. At the same time, we will discuss the different drug formularies available to control the drug spend on your group plan.


We will explain the 3 funding options available for your group benefit plan, we can assist in making the decision as to which platform is best for your company. This could also be a combination of platforms.


If longer term guarantees are needed for budgeting purposes, these may be possible to negotiate into your contract with the insurer.


Lastly, we will go to market to all the insurance companies in Canada, as well as some Third-Party Administrators to get the best price for your specific situation.

Download a FREE Audit Doc


REQUEST A MEETING →

Long Term Price is Normally Your Main Concern

Finance Executives and Controllers

From a finance perspective long term price is normally your main concern.


We will assist you in coming up with a custom plan design that is tailored to best fit your budget and fit the needs of your employees, which suits with what you want to offer your employees. At the same time, we will discuss the different drug formularies available to control the drug spend on your group plan.


We will explain the 3 funding options available for your group benefit plan, we can assist in making the decision as to which platform is best for your company. This could also be a combination of platforms.


If longer term guarantees are needed for budgeting purposes, these may be possible to negotiate into your contract with the insurer.


Lastly, we will go to market to all the insurance companies in Canada, as well as some Third-Party Administrators to get the best price for your specific situation.

REQUEST A MEETING →

Download a FREE Audit Doc


High-Cost Drugs and Formularies

You are Trying to Recruit/ Attract

HR Managers/ Plan Administrators

From an HR perspective you are trying to recruit/attract and retain good employees.


You will also require the provider you choose to be easy to deal with and provide you with prompt service.


The company will have a budget that you are required to work within, so we can assist in achieving the best plan design based on your employees needs and the company budget. We may need to think outside the box to come up with the optimum plan design, that is why we customize plans to your needs.


If you are in a union environment, we understand there is an additional layer to managing your group benefit plan. We assist with plan design options and provide pricing for those options as required during negotiations.


We will go to market to all the insurance companies in Canada, as well as some Third-Party Administrators to get the best price for your specific situation.


Lastly, as the administrator of the plan we will provide training on what your duties are and provide information on how to avoid unnecessary liability or risk in administering the plan.

Download a FREE Audit Doc


REQUEST A MEETING →

You are Trying to Recruit/ Attract

HR Managers/ Plan Administrators

From an HR perspective you are trying to recruit/attract and retain good employees.


You will also require the provider you choose to be easy to deal with and provide you with prompt service.


The company will have a budget that you are required to work within, so we can assist in achieving the best plan design based on your employees needs and the company budget. We may need to think outside the box to come up with the optimum plan design, that is why we customize plans to your needs.


If you are in a union environment, we understand there is an additional layer to managing your group benefit plan. We assist with plan design options and provide pricing for those options as required during negotiations.


We will go to market to all the insurance companies in Canada, as well as some Third-Party Administrators to get the best price for your specific situation.


Lastly, as the administrator of the plan we will provide training on what your duties are and provide information on how to avoid unnecessary liability or risk in administering the plan.

REQUEST A MEETING →

Download a FREE Audit Doc


LOOKING TO SECURE TOP TALENT AND FOSTER EMPLOYEE LOYALTY?

Group RSP

We offer a suite of Group Retirement and Savings Plans. From Group RRSPs and Deferred Profit-Sharing Plans to Defined Contribution Pension Plans, Group TFSA’s and more, we offer a comprehensive range of solutions tailored to your needs.


We ensure these offerings adhere to Canadian Capital Accumulation (CAP) guidelines, ensuring compliance and peace of mind. With our assistance, your team members can maximize the benefits of their Group Retirement and Savings Programs, empowering them to achieve their financial goals with confidence. Attract, retain, and support your employees' financial well-being with our expert guidance.

REQUEST A MEETING →

LOOKING TO SECURE TOP TALENT AND FOSTER EMPLOYEE LOYALTY?

Group Retirement and Savings Plans

We offer a suite of Group Retirement and Savings Plans. From Group RRSPs and Deferred Profit-Sharing Plans to Defined Contribution Pension Plans, Group TFSA’s and more, we offer a comprehensive range of solutions tailored to your needs.


We ensure these offerings adhere to Canadian Capital Accumulation (CAP) guidelines, ensuring compliance and peace of mind. With our assistance, your team members can maximize the benefits of their Group Retirement and Savings Programs, empowering them to achieve their financial goals with confidence. Attract, retain, and support your employees' financial well-being with our expert guidance.

REQUEST A MEETING →