Employer Guide to Employee Benefits Advisors Outside of Lower Mainland, BC

Simply Benefits Marketing

By Simply Benefits Marketing

December 8, 2021

A competitive employee benefits plan is a critical part of attracting and retaining a high-quality workforce. If you're an employer looking for a benefits advisor to help you benchmark your plan to other employers in your region and/or design a plan that is competitive and affordable, check out this list of benefits advisory firms and wealth management firms that provide group benefits advice.

These Group Benefits Advisory firms (aka Benefits Brokers or Consultants) are located in British Columbia, Canada outside of the Lower Mainland and offer a range of services that may include: needs assessment, plan design, taking your plan to the insurance marketplace to solicit quotes from a variety of Canadian Group Insurance Providers, and consolidating all insurer quotes to present you with recommendations. 

Helpful Resource: If you are looking for a benefits specialist in a province outside of the Lower Mainland, BC, see our Comprehensive List of Benefits Brokers, Advisors & Consultants in Canada

Some of these firms provide their expertise as a fee-for-service while others receive a commission paid directly from the chosen insurer. Ask the advisor when you contact them.

Group Benefits Advisory Firms British Columbia

These firms are ordered alphabetically and located outside of the Lower Mainland including Vancouver Island, Thompson Okanagan, Northern B.C. and Kootenays. If you're an employer located in the Lower Mainland, check out our list of Top Employee Benefits Consulting Firms in Lower Mainland, British Columbia.

BenefitsLife

BenefitsLife Business Benefits & Insurance

Location: Prince George, BC

BenefitsLife has been able to show clients that they can afford employee benefits, packages are easy to pick, and administration is straightforward. Employees are able to process their own claims via an online web portal, and prescriptions and professional services are billed directly to the insurance company.

Benefit West Consulting Group Inc-1

BenefitWest Consulting Group Inc.

Location: Vernon, BC

BenefitWest Consulting Group is a dedicated team of employee benefits consultants and plan management specialists. Based in the Okanagan, BenefitWest works with companies throughout BC and Alberta in designing, implementing, and providing ongoing management of employee benefit and group retirement plans. Clients range from local employers with a few employees to national employers with multiple divisions across Canada.

Benewealth Strategies Inc.

Benewealth Strategies Inc.

Location: Kelowna, BC

Benewealth's benefits team strives to save your company money, and get your staff the benefits they deserve. Benewealth is able to deliver on the promise of value by finding the best plans and rates to suit your needs from a range of carriers rather than a single carrier. 

Brown Benefits

Brown Benefits

Location: West Kelowna, BC

As Group Benefit & Financial Service specialists, Brown Benefits thrives on engaging dialogue with clients. Achieving sound solutions through collaboration and communication, trusting relationships and outstanding service are at the forefront of the Brown Benefits practice. Brown Benefits has been exclusively marketing the Chambers of Commerce Group Insurance Plan for over twenty years.

Bruce A Hollett & Associates

Bruce A. Hollett & Associates

Location: Kelowna, BC

The Bruce A. Hollett & Associates approach is to buy wholesale from major insurance companies and to use benefit pools. This results in the ability to provide premium stability for clients in the volatile market. Providing employee benefit plans since 1978, Bruce A. Hollett & Associates has a 99% client retention rate.

capri-logo

CapriCMW

Location: Kelowna, BC

CapriCMW's Benefits Division is a full-service consulting team specializing in group benefits and retirement solutions. Since 1991, the team has served as advisors to clients of all sizes, from small, family-run businesses, to large, multinational corporations. When working with CapriCMW Benefits Division, you get direct, personal service from a dedicated, experienced Benefits Advisor and Team.

CBIG

Canadian Benefits Investment & Insurance Group Inc. (a GroupHealth partner)

Location: Prince George, BC

Today's businesses, both big and small, need comprehensive benefits plans that meet the needs of their employees. Benefits programs ensure healthier, more productive staff, encourage employee loyalty, and are critical in recruiting and retaining top talent. CBIG works closely with clients to find the right benefits plan that meets the specific needs of their employers.

CDW Benefits and Insurance Consulting

CDW Benefits & Insurance Consulting

Location: Kamloops, BC

CDW Benefits & Insurance Consulting works with employers, employees, and individuals on not only their Employee Benefits needs, but also their individual Life, Disability, Buy/Sells, Key Man insurance, Health Care Spending Accounts, and Individual EHC & Dental needs as well. All of the CDW services & advice exist to make you and your employees' lives easier and stress-free when it comes to Employee Benefits and Insurance.

Corrigan Financial Group

Corrigan Financial Group

Location: Kamloops, BC

Corrigan helps guide clients through the complexity of their benefit plans, avoiding liability to those companies that do not have the time to be a benefits expert. Corrigan Financial Group becomes a partner that provides transparency on costs of benefits and how to control them, including helping employers make their benefits programs most tax-efficient. 

ENCOMPASS Benefits

ENCOMPASS Benefits & HR Solutions Inc. (now a People Corporation company)

Location: Kelowna, BC

Employee group benefits are a significant part of an employee’s total compensation – it’s only wise to fully understand what you are investing in. ENCOMPASS Benefits & HR Solutions Inc. is an independent consulting firm, leveraging all Canadian insurance providers to obtain the best coverage, rates, service, and products. This means that ENCOMPASS truly works for you and has your back whenever needed. 

Gallagher

Gallagher

Location: Victoria, BC

Gallagher is a global leader in insurance, risk management & consulting services helping clients face challenges and providing effective solutions. The Gallagher Benefits & HR Consulting team will help you design, implement and manage a cost-effective benefits program that is structured to reduce costs, improve workforce productivity, educate employees, mitigate risk and help you attract, retain, and develop top talent. 

Glendinning Insurance Services

Glendinning Insurance Services

Location: Kelowna, BC

Glendinning Insurance Services provides Employee Benefits & Life Insurance to uniformed Business Owners and HR Managers through trusted and engaged conversation, helping them feel special. As the client's advocate, Glendinning Insurance Services provides custom and unique insurance solutions to increase the security and health of employees, and help nurture a happier team and a more productive workplace.

HUB International

HUB International

Location: Prince George, BC

HUB International advises businesses and individuals on how to reach their goals. When partnering with HUB, you're at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists. HUB will work together with you to create a comprehensive, multi-year employee benefits strategy that is scoped, scaled, and tailored for your organization.

Naviguide Insurance & Group Benefits

Naviguide Insurance & Benefits

Location: Courtenay, BC

Naviguide is an independent insurance and group benefits advisory specializing in guiding clients to the best forms of life insurance, disability insurance, critical illness coverage, group benefits, and travel insurance. With a background in education, Naviguide is able to turn insurance and tax and legal planning into every day language, allowing clients to make knowledge-based decisions.

Navy and Sage Benefits

Navy & Sage Benefits

Location: Kelowna & Penticton, BC

Navy & Sage Benefits offers proactive solutions that help to control rising benefits costs. The team’s extensive knowledge focuses on creating sustainable benefit plans with attention to both your budget and what your employees need. By listening and communicating, delivering knowledge, and providing strategic advice and creative solutions, Navy & Sage Benefits offers a unique experience to clients.

Omineca Financial Services

Omineca Financial Services

Location: Prince George, BC

As independent advisors, Omineca works with all the major providers of group benefits plans in Canada to ensure you are always getting the best plan available. By constantly shopping the markets, Omineca Financial Services can ensure you are getting the best rates for the benefits that you want to provide.

Redcliffe and Co.

Redcliffe & Co.

Location: Victoria & Vancouver, BC

Redcliffe & Co. assists employers with the design, implementation, and management of their employee benefits programs. Working with employers of all sizes, Redcliffe creates unique and customized solutions by determining the appropriate time to take benefits plans to market, pricing across the market, and using an objective matrix to analyze differences between providers and make recommendations.

Salmon Arm Financial

Salmon Arm Financial

Location: Salmon Arm, BC

As independent brokers, the specialists at Salmon Arm Financial work for you, not the insurance company. Salmon Arm Financial will develop an employee benefit plan that is tailored specifically to the needs of you and your employees. By reviewing the marketplace, the best value solution for your company will be found.

Schueler Group Benefits

Schueler Group Benefits

Location: Kelowna, BC

The best group benefits plan is the one that addresses your specific needs. The Schueler Group Benefits team will tailor a fully integrated employee benefits package to meet the needs of your business and valuable employees, while still controlling costs. Whether your company is small or large in scope, Schueler is there to help you make sense of the clutter and simplify your decision-making process.

Talon Benefits Consulting Group Ltd

Talon Benefits Consulting Group Ltd.

Location: Vernon, BC

Talon Benefits Consulting Group specializes in employee group benefits, but also offers a wide range of other business and personal financial products. Employee benefit plans have been designed for small groups ranging from 1 employee to large groups of over 1,000 employees. By focusing on the changing environment for group benefits, Talon ensures adherence to the bottom line for employers and the most achievable benefit limits for the employees.

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

Not on our list but think you should be?

We're sorry we missed you. Contact marketing@simplybenefits.ca to see if you meet the criteria to be added.

Additional Resources

You may also be interested in these resources:

Check out our other Lists

About Simply Benefits

Simply Benefits is a Third Party Payor (TPP) that provides Employee Health Benefits 100% digitally through our Canadian Advisor partners. Our all-in-one digital solution provides three portals that enable Benefits Advisors to digitally 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.

Connect with us at simplybenefits.ca or on LinkedIn, Twitter, Facebook, Instagram, and YouTube.

Employee Benefits Made Simple. 

More Popular Posts...

Health Spending Accounts For Canadians Explained

A Health Spending Account (HSA), also known as a Health Care Spending Account (HCSA) or Health...

Sarah Mitchell

By Sarah Mitchell

October 19, 2021

Mandatory Employee Benefits in Canada

It's common for employers to provide full-time employees with a benefits package, known as employee...

Paige Latimer

By Paige Latimer

July 25, 2022

A Guide to Taxable Benefits in Canada

Employee benefits can be broken down into two types: taxable and non-taxable - but what’s the...

Paige Latimer

By Paige Latimer

September 2, 2021

Want blogs delivered right to your inbox?

Subscribe to our Monthly Benefits Blast.

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.

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.