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 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.



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.


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 & 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. 



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. 

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Simply Benefits Corp.

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Kelowna BC

V1Y 0C2


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