Finding An Employee Benefits Consultant in Ontario, Canada

Simply Benefits Marketing

By Simply Benefits Marketing

April 12, 2022

Implementing an employee benefits plan is a complex task, but that's why there are experts available to help. Whether you are looking to create a benefits package for the first time, or benchmark your current plan against others in the market, a benefits advisor can help you navigate the process. 

The following brokerage firms located in Ontario, outside of the GTA and the city of Toronto, offer a range of services, including but not limited to: needs assessment, plan design and administration, soliciting quotes, negotiating with a variety of Canadian Group Insurance Providers, and providing overall wealth management advice. 

Helpful Resource: If you are looking for a benefits specialist in a province outside of Ontario, 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.

These firms are ordered alphabetically. 

360 Health Benefits Logo

360° Health Benefits

Location: Ottawa, ON 

360° Health Benefits can help clients set up a plan for the first time, review an existing plan to make sure that rates are competitive, and help with all the administrative tasks that go along with running a successful plan. As independent advisors for employee benefits and pension plans, 360° Health Benefits can assist with traditional employee benefits plans, flex benefits, executive compensation, and self-insured plans.

Advanced Benefits

Advanced Benefits 

Location: Waterloo, ON

Advanced Benefits commits time and energy to understand the culture of your company. By partnering with clients, Advanced Benefits is able to create customized forward-thinking benefits and tax-effective compensation plans over the long term.

Barill & Company

Barill & Company

Location: London & Sarnia, ON

Barill & Company Financial Services Ltd. has a five-decade track record of creating strong relationships with clients. By taking the time upfront to understand what message you want to send through your employee benefits, Barill & Company can design a plan to express that.

Benefits Consulting Plus

Benefits Consulting Plus

Location: Kingston, ON

Benefits Consulting Plus works with businesses across Ontario helping them to design and implement unique and innovative employee benefits plans and individual insurance solutions. With over two decades of experience specializing in employee benefits, Benefits Consulting Plus can help to secure competitive coverage for companies of all sizes. 

BGM Financial-1

BGM Financial

Location: Cambridge, ON

BGM Financial is an independent insurance broker with more than thirty years of experience specializing in Group and Individual Insurance and Investment Services. By offering an extensive consulting service, BGM Financial provides unbiased advice and guidance by keeping the best interests of the client in mind.

Blessed Financial Group

Blessed Financial Group

Location: York, ON

Whether you are taking care of yourself, your family, or your business the team at Blessed Financial Group can work with you to find the best solution. Blessed Financial Group is a premier financial broker with more than 20 years of experience in the Financial Services and Insurance Sector, specializing in providing life, health, and dental insurance plans to businesses in the Greater Golden Horseshoe areas.

Buss Financial

Buss Financial Group

Location: London, ON

With over 30 years of experience helping businesses and families plan and organize their financial affairs, Buss Financial Group offers a team of dedicated professionals that can ensure you are in good hands. With financial planning at the cornerstone of everything that is done, Buss Financial Group can help clients with their group and individual needs.

C & C Insurance Consultants

C&C Insurance Consultants

Location: Komoka, ON

C&C Insurance Consultants specializes in providing competitive and sustainable employee benefits insurance products for clients. Currently servicing organizations ranging from self-employed entrepreneurs to franchises, associations, and businesses, as an independent broker C&C Insurance Consultants can offer clients choice and competitively priced products.

Calow Benefits Group

Calow Benefits Group Inc.

Location: Hawkestone, ON

Calow Benefits Group Inc. are Corporate Benefits and Pension Consultants with a combined experience of over three decades in the industry. Servicing clients throughout Simcoe County and the GTA, it is Calow Benefits Group's objective to provide professional, expert guidance, while building strong, lasting relationships with business owners and HR professionals.

CapCorp

CAPCORP

Location: Ottawa, ON

Founded in 1981, CAPCORP has become one of Canada's leading independent financial services companies. Employing experts in the field of retirement planning, estate planning, succession planning, charitable bequests, and insurance brokering, CAPCORP provides our clients with innovative, tailor-made solutions that meet the demands of the ever-evolving financial world.

Curry Financial

Curry Financial Group

Location: Peterborough, ON

Curry Financial Group provides insurance and investment products as well as group benefits plans. As a group of like-minded individuals, Curry Financial Group is genuinely interested in making a difference in clients' lives. By first taking the time to get to know clients and then determine specific needs, Curry Financial Group can build a personalized progressive strategy to deliver full service to clients.

Employee Benefit Solutions

Employee Benefit Solutions Limited

Location: Guelph, ON

Employee Benefit Solutions offers custom-created employee benefits programs for businesses of any size to suit the needs of your business and budget. If you are considering a plan, or you want to update an existing program, Employee Benefit Solutions can source the best benefits program at the most reasonable cost for your business.

Frank Carroll Financial

Frank Caroll Financial 

Location: Pembroke, ON

Frank Carroll Financial has been assisting individuals and the business community with a variety of financial planning needs since 1960. Frank Carroll Financial specializes in employee benefit programs, financial planning, wealth management for business owners, group retirement, and investment services.

Gem Benefits

Gem Benefits

Location: Woodstock, ON

Gem Benefits' primary focus is to help you invest in your greatest assets. While the traditional role of a group benefits carrier is geared toward claims adjudication, Gem Benefits takes an active approach to minimize the risks associated with rising costs, runaway claims, tax inefficiencies, and hidden liabilities – helping clients make smarter decisions.

JWL Benefits

JWL Benefits

Location: Windsor, ON

Operating as independent brokers, JWL Benefits is able to source all of the insurance companies in the Canadian marketplace to ensure its clients always receive the best possible coverage at the best possible price. JWL Benefits has built and continues to build its business on hard work, trust, and integrity.

McDougall Insurance & Financial

McDougall Insurance & Financial

Location: Belleville, ON (Head Office)

McDougall Insurance & Financial is the largest insurance brokerage in Eastern Ontario, offering an array of Insurance and Financial Services solutions to a broad range of clients. By relying on knowledgeable, reliable staff and strong community ties, McDougall Insurance & Financial can offer exactly the coverage you need, at exactly the right price.

Oak House

Oak House Benefits

Location: Brantford, ON

No two companies are the same, so why would their benefit and retirement plans be? Oak House Benefits' extensive services are built to find the common ground between your business goals and the engagement of your employees. No matter how your needs evolve, Oak House Benefits works side-by-side with you to deliver the best possible solutions.

Oegema Nicholson Financial Inc

Oegema, Nicholson Financial Inc.

Location: Ottawa, ON

Oegema Nicholson is one of the largest independent brokerages in Eastern Ontario and Western Quebec. As a full service and specialty line insurance brokerage, Oegema Nicholson Financial Inc. offers Personal, Commercial and Life and Living Benefits Departments that are comprised of highly trained and dedicated professionals, well established in the regional marketplace.

One Life

OneLife Wealth Management

Location: Ottawa, ON

OneLife’s Group & Retirement Program team members are benefits experts, with a passion for protecting and advocating for clients. OneLife’s approach is to work together with you to create your own custom benefits solution that is cost-effective, forward thinking, and sustainable. The goal is to work with you to elevate your business.

Peak Benefit Solutions Inc

Peak Benefit Solutions Inc.

Location: Peterborough, ON

Peak Benefit Solutions focuses on helping employers, both large and small, optimize their employee benefit plan investment. Following the guiding principles of integrity, communication, and results, Peak Benefit Solutions works collaboratively with you to develop a plan that best matches the goals of your organization.

Premier Health & Benefits

Premier Health & Benefits

Location: Barrie, ON

Premier Health & Benefits is a full-service benefits consultancy delivering innovative solutions for our clients' programs. Relationship rather than transaction-driven, Premier Health & Benefits offers clients a greater degree of senior involvement, freedom from conflicts of interest, and an ethos of creativity and effective problem-solving.

Prime Benefits Group

Prime Benefits Group

Location: Ottawa, ON

Prime Benefits Group believes in building long-term, mutually beneficial business relationships with clients supported by professional respect, integrity, honesty and dedication. By making it a top priority to understand clients’ needs through active listening and dialogue, Prime Benefits Group simplifies what's complex about custom-designed employee benefits and insurance solutions.

RDR Wealth Management

RDR Wealth Mangement

Location: Kingston, ON

Purchasing financial products that meet your needs now and in the future can be complex. That’s why professional advice from knowledgeable financial security advisors is essential. RDR Wealth Management's goal is to help you make informed decisions about the products in your portfolio, with access to a range of financial security products and services to meet the needs of individuals and businesses.

Reid Benefits

Reid Benefits

Location: Waterloo, ON

Reid Benefits exists to make health benefits more accessible, and adaptive to those using their plans. This is accomplished by taking a consultative approach with clients; understanding exactly what they need to drive forward, and making sure they are supported to reach the right balance of cost, service and sustainability.

Reuter Benefits

Reuter Benefits

Location: Cambridge, ON

Reuter Benefits is a Canadian benefits consulting firm, focused on creating customized solutions and superior service that fit within your budget. Since 1992 Reuter Benefits has built strong relationships with clients and plan members that rely on their dedicated team of experienced advisors to provide comprehensive and cost-efficient solutions that not just match but exceed needs.

Selectpath Benefits and Financial

Selectpath 

Location: London, ON

Finding the right group benefits and group retirement programs for your organization involves striking a balance between price, products, and services while ensuring organizational goals are met. Selectpath has been helping organizations find these solutions for decades by using the right tools and experts, with the largest team of accredited advisors in Southwestern Ontario.

SPM Benefits

SPM Benefits

Location: London, ON

SPM Benefits is an independent, 3rd party consulting firm, dedicated to offering impartial employee benefit solutions and retirement plan services, with a commitment to establishing confidence and trust with clients. Keeping things simple, precise, and meaningful, what makes SPM truly unique is the longevity of client relationships.

Synergy Benefits

Synergy Benefits Consulting

Location: St. Catharines, ON

Synergy Benefits Consulting partners with clients to design, implement and maintain innovative benefits arrangements. This partnership approach is based on trust, integrity, and consistent reliability. Synergy Benefits Consultants delivers solutions related to Group Insurance, Retirement arrangements, Individual Benefits and Financial Planning.

Wendy Martin Financial Services

Wendy Martin Financial Services Inc.

Location: Smith Falls, ON

When it comes to Employee Benefits, there is no such thing as a "one size fits all" solution. Each plan is custom-designed to suit the unique needs of your firm and your employees. The goal is to create a plan that your employees will appreciate and use, at a price that will be manageable, sustainable, and tax-efficient. Wendy Martin Financial Services specializes in providing employee benefit solutions to small and mid-sized businesses, located in Eastern Ontario.

Zavitz Insurance and Wealth

Zavitz Insurance & Wealth

Location: London, ON

Zavitz Insurance & Wealth has evolved to include a full suite of wealth management and insurance products to provide for, and protect, all aspects of your financial well-being. Zavitz understands complexity and has mapped out products, services, and planning considerations to take into account each phase of your life, and the strategies that go along with it.

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.

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Additional Resources

You may also be interested in these resources:

Check out our other Lists

About Simply Benefits

Simply Benefits is Canada's newest and simplest 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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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

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What is a cookie?

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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.

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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.