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    Comprehensive List of Benefits Brokers, Advisors & Consultants in Canada

    Simply Benefits Marketing

    By Simply Benefits Marketing

    May 30, 2022

    As an employer, finding the right expert to help you with your group benefits plan can be a daunting task. If you've never worked with an advisor before or are looking for a new one, our list of Canadian benefits specialists, organized by geography, is a great place to start your research. 

    How do Benefits Advisors Help?

    In today's market, a robust benefits plan is essential to attracting and retaining high-quality talent. Benefits advisors can help you implement a plan for the first time, negotiate renewals on an existing plan, and benchmark a current plan against others in your industry. 

    Quick Tip: some of these firms provide their expertise as a fee-for-service (typically Consultants and Advisors) while others receive a commission paid directly from the chosen insurer (Advisors and Brokers). Be sure to ask the advisor when you contact them.

    Canadian Benefits Experts by Province

    Below is a comprehensive list of employee benefits brokerages, advisors and consultants (including some wealth management firms) that offer employee benefits advice with offices located across Canada. 

     

    British Columbia Benefits Advisors

    Lower Mainland, BC

    View the detailed list of benefits advisors located in the Lower Mainland region of British Columbia.

    Logos of advisors located in Lower Mainland, BC

    Outside of the Lower Mainland, BC

    View the detailed list of benefits advisors located outside of the Lower Mainland region of British Columbia.

    Logos of advisors located outside of Lower Mainland, BC

     

    Alberta Benefits Advisors

    View the detailed list of benefits advisors located in Alberta.

    Logos of Advisors located in AB

     

    Saskatchewan and Manitoba Benefits Advisors

    View the detailed list of benefits advisors located in Saskatchewan and Manitoba.

    Logos of advisors located in SK & MB

     

    Ontario Benefits Advisors

    City of Toronto, ON

    View the detailed list of benefits advisors located in the city of Toronto.

    Logos of advisors located in Toronto, ON

    The Greater Toronto Area (GTA)

    View the detailed list of benefits advisors located in the GTA (excluding the city of Toronto).

    Advisors in the GTA (Image for Canada List)Benefits Experts Outside of the GTA

    View the detailed list of benefits advisors located outside of the GTA and the city of Toronto.

    Logos of advisors located outside of the GTA & Toronto

    Quebec Advisors

    Please search for Advisors based in Quebec.

     

    Atlantic Canada Benefits Advisors

    New Brunswick, Newfoundland & Labrador, Nova Scotia & Prince Edward Island

    View the detailed list of benefits advisors located in Atlantic Canada.

    Logos of advisors in Atlantic Canada

     

    Looking for an Advisor?

    If you're an employer interested in working with an Advisor that partners with Simply Benefits to deliver your group benefits plan 100% digitally, contact us and we'll make an introduction to one of our advisor partners.

    Find Me an Advisor

    An Advisor not on our list?

    If you provide benefits advice and aren't on our list, we're sorry we missed you. Help us make our list as accurate and comprehensive as possible! Contact marketing@simplybenefits.ca to see if you meet the criteria to be added.

    Additional Employer Resources

    You may also be interested in these resources:

    About Simply Benefits

    Simply Benefits is Canada's newest fully digital Employee Benefits provider that partners with advisors to deliver group health benefits 100% digitally to Canadian employers. We’re a Third Party Payor (TPP) with a platform that provides three portals to enable Benefits Advisors to manage all client plans online, Employers to efficiently administer employee coverage, and Employees to view, update and use their benefits 24/7 via desktop or smartphone app. We help ENGAGE Employees Anytime, Anywhere, SIMPLIFY the benefits experience and EVOLVE an Advisors’ benefits business. To learn more, visit our website or connect with us on LinkedIn, Twitter, Facebook, Instagram and YouTube. 

    Employee Benefits Made Simple.
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    Terms + Conditions

    Simply Benefits Inc. (“us”, “we”, or “Simply Benefits”) is committed to privacy and the protection of your information. By using Simply Benefits’s website, mobile and other applications, and related Services made available through the Apple App Store, the Google PLAY Store, or otherwise on the Internet (together, the “Simply Benefits Applications” or “Applications”), you acknowledge that you accept the practices and policies outlined in this Privacy Policy (“Privacy Policy“). Unless otherwise defined herein, capitalized terms shall have the meanings assigned to such terms set forth in the Terms of Service and which incorporate this Privacy Policy by reference.

    Privacy Policy

    At Simply Benefits Corp ("Simply Benefits") we are concerned with safeguarding and protecting the privacy of your personal information.

    In accordance with Canada's *Personal Information Protection & Electronic Documents Act* ("PIPEDA") we have established policies on how we collect, use and protect any information that you give us when you use our website or services.

    What We Collect

    Required Regulatory Information

    Simply Benefits collects information needed to provide services and meet the regulatory requirements of our industry. When you open an account or sign up for services, we collect personal information which may include but is not limited to the following:

    • Your name and date of birth

    • Contact details

    • Nature of your employment or business

    • Details about your dependents

    • Demographics

    • Other information relevant to the services we provide

    Passive Data Collection

    We may receive passively-collected information through a variety of methods, including “cookies” to collect information.

    What is a cookie?

    Cookies are text files containing small amounts of information which are downloaded to your device when you visit a website. Cookies are then sent back to the originating website on each subsequent visit, or to another website that recognizes that cookie. You can get more information about cookies here.

    Simply Benefits uses cookies to track and measure site performance and gather analytics on usage. This information is anonymous and is only used by Simply Benefits to measure and improve our site.

    When sending e-mail we may use tracking pixels and urls to help us measure open rates for e-mails and link clicks. This tracking information is used internally only to help us provide relevant content and is never shared with any third parties.

    Opting Out of Cookies

    If you choose, you may set your browser to notify you when you receive a cookie, giving you the chance to decide whether or not to accept it.

    Analytics And Marketing

    We use analytics tools and other third party technologies, such as Google Analytics, to collect non-personal information in the form of various usage and user metrics when you use our online Sites and/or Services.

    We also use online advertising to reach new potential clients and remarketing tools that allow us to target ads to specific groups of people who have previously interacted with WealthBar’s websites.

    Google allows individuals to opt out of it’s advertising cookies from its ad settings page.

    Google has additional information available about their Remarketing Privacy Guidelines, and Restrictions.

    Where do we store it

    Simply Benefits may use third parties to store and process data. Simply Benefits will ensure that such third party service providers have significant expertise with data and digital privacy. Simply Benefits will ensure that personal data is stored and transmitted in encrypted format using technology such as SSL. Third party data storage and processing providers may be located in the United States and as a result personal information may be subject to U.S. privacy law which may differ from Canadian privacy law.

    How We Use It

    The information we collect is used so we can communicate with you, provide benefits and insurance management services, improve our products and services, and meet our regulatory obligations.

    We share only the information which is reasonably required in the normal course of business with third parties such as our custodians, securities regulators, auditors, legal counsel, or law enforcement agencies, to enable them to fulfill their obligations to Simply Benefits and our clients. We may also disclose your personal information to third-party service providers, affiliates and agents in order to assist us in providing the services you requested and to fulfil the purposes for which your personal information has been collected. Outside of this we shall not sell, distribute or lease your personal information to third parties unless we have your permission or are required by law to do so.

    How We Protect It

    We are committed to ensuring that your information is secure. In order to prevent unauthorized access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online. In the event that we share your personal information with third-party service providers, affiliates and agents, these parties will be required to adhere to strict confidentiality obligations and practices.

    If you have a question, concern or complaint about our privacy policy, please send your comments and your contact details to our Privacy Officer in writing to the following address:

    Simply Benefits Corp.

    601-460 Doyle Ave,

    Kelowna BC

    V1Y 0C2

    product@simplybenefits.ca

    If you believe that any information we have on file for you is incorrect or incomplete, please write to or email us as soon as possible, at the above address. We will promptly correct any information found to be incorrect.