Top Group Benefits Advisory Firms in Alberta

Simply Benefits Marketing

By Simply Benefits Marketing

November 2, 2021

Looking for an advisor to assist you with an objective evaluation of your group benefits plans? Don't have a plan but would like to offer one? Check out this list of benefits brokerages and financial services firms that specialize in providing group benefits expertise to employers looking to attract and retain top talent. Employee health insurance is an important part of a total compensation strategy and an advisor can help you design the perfect plan for your unique workforce.

These Group Benefits Advisory firms are located in Alberta, Canada, 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. 

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.

Group Benefits Advisory Firms

Some of these consultants specialize exclusively in pension and benefits, while others are financial services companies with a dedicated department or division committed to group benefits.

Act Benefits Consulting

ACT Benefits Consulting

Location: Chestermere, AB

Website

ACT Benefits Consulting focuses solely on the group benefits market and therefore provides expertise to bring you the most sustainable and current market plans. ACT believes in prompt, professional service and follows through and you can be confident that service will be a priority long after the sale is closed. A variety of group benefits products and services are offered to help you attract and retain employees.

Aon_Corporation_logo

AON

Location: Calgary & Edmonton, AB

Website

Aon is in the business of better decision-making, partnering with clients to help them achieve it. Aon is dedicated to helping clients meet unmet or unfulfilled needs stemming from today’s rapidly changing, increasingly complex and interconnected challenges, and is positioned to deliver innovative solutions that address those unmet needs.

BCI Benefits

BCI Benefits

Location: Edmonton, AB

Website

As a full disclosure benefits consulting firm, BCI offers more than a traditional employee benefits broker. In addition to pricing and plan design, BCI Benefits focuses on benefits governance (reducing liability), dispute resolution, employee communication, and developing a long-term benefits strategy for your business.

Belay Advisory

Belay Advisory

Location: Calgary & Edmonton, AB

Website

Belay Advisory's full-service benefits consulting delivers exceptional advice, innovative strategies, and reliable support to attract, retain, and sustain the talent you need. As a benefits consulting and wealth advisory firm, clients also looking for wealth guidance can utilize Belay's services to receive sound advice on both disciplines.

BFL Canada

BFL Canada

Location: Calgary, Edmonton & Red Deer, AB

Website

Regardless of your industry, size, or the complexity of your group benefits program, BFL CANADA, through a broad range of services, offers you solutions that support your corporate culture and allow your business to acquire and maintain a competitive edge.

Capital Planning

Capital Estate Planning Corporation

Location: Calgary & Edmonton, AB

Website

For over 35 years, Capital Estate Planning has been helping Alberta organizations look after their people, and helping Albertans look after their families. Capital Estate Planning offers services through key pillars group benefits, group RRSP/TFSA/RRIF, insurance services, and individual investing services.

Captivate Benefits

Captivate Benefits

Location: Calgary, AB

Website

Captivate Benefits is a leading group benefits advisory firm located in Calgary, Alberta, with a passion for working with nonprofits and organizations that serve families, children and animals. Captivate Benefits is committed to securing the best pricing, making certain that employees understand and appreciate their benefits, and simplifying the administration of the programs.

Care Benefits

Care Benefit Solutions

Location: Calgary, AB

Website

Care Benefit Solutions' primary focus is strategic advising, consulting and servicing group insurance programs. Clients benefit from Care Benefit Solutions' knowledge about not just products and cost, but also the underlying mechanisms of the “whys” and “hows” of the business. 

CHS Benefits Consulting Group

CHS Benefits Consulting Group Inc.

Location: Edmonton, AB

Website

CHS Benefits Consulting Group Inc. is a family consulting firm that has been aligning companies with well-fitted group benefits plans for over 30 years. Unlike other firms, CHS is dedicated to remaining a hands-on operation with service that is comprehensive and personal. CHS Benefits Consulting Group Inc. works closely with you and your staff to ensure that any mystery and confusion surrounding group benefits is dispelled.

Clearpoint Benefit Solutions

Clearpoint Benefit Solutions

Location: Edmonton, AB

Website

Clearpoint Benefit Solutions uses knowledge and experience to help you plan, communicate, and administer the right Benefits Plan for your organization. With access to the entire marketplace, Clearpoint sources the most suitable employee and executive products to deliver a client-centered solution every time. Clearpoint Benefit Solutions are independent brokers who work for you.

Competitive Insurance Strategies

Competitive Insurance Strategies Inc.

Location: Calgary, AB

Website

Competitive Insurance Strategies Inc. specializes in employee benefits consulting, with a secondary focus on financial planning for individuals and businesses. With over 40 years’ experience in the employee benefits marketplace, Competitive Insurance Strategies is well-positioned to effectively serve customers’ requirements.

Cox Financial Group

Cox Financial Group

Location: Lethbridge, AB

Website

Cox Financial Group provides innovative advisory services to a number of Southern Alberta's leading employers, ranging from small businesses to international corporations. With an established unique process, Cox Financial Group ensures clients are receiving the maximum value from their employee benefit and retirement programs.

Fairfield Watson Logo

Fairfield Watson

Location: Calgary, AB

Website

Fairfield Watson is a leader in employee benefits, retirement and insurance consulting. A proven ability to foster long-term, positive relationships between benefit providers, employers and their employees helps create benefit plans that can attract and retain top performers and have a positive effect on clients’ profitability.

First Canadian Insurance Corporation

First Canadian Financial Group

Location: Sherwood Park, AB

Website

A group benefits package from First Canadian Insurance will provide a comprehensive range of coverage options designed to meet the needs of your company and employees. Offering a variety of coverage options makes it easy to provide employees and their families the protection and support they deserve.

Foresight Financial

Foresight Financial

Location: Calgary, AB

Website

Running a successful business, keeping employees happy and attracting new talent can be difficult. For a busy business owner, a big part of your value proposition are the individuals that work at your company. Talk to Foresight Financial about helping put together an employees benefit package that makes smart business sense.

Frontline Benefits and Financial Services

Frontline Benefits & Financial Services

Location: Spruce Grove, AB

Website

Whether you're looking for a group benefits policy for your own company or have been tasked with the responsibility of researching benefit plans, it's important to know what you should be trying to achieve. Frontline Benefits prides themselves on making group benefits and group retirement products very simple to understand and implement.

Gallagher

Gallagher

Location: Calgary, AB

Website

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. 

George and Bell Consulting

George & Bell Consulting

Location: Edmonton, AB

Website

George & Bell Consulting is a pension, benefits and investment consulting firm They advise clients on all aspects of active benefit plans such as life insurancelong term disability coverage and health/dental benefits as well as post-retirement and post-employment benefit plans.

Gryphon Benefits & Insurance Logo

Gryphon Benefits & Insurance

Location: Edmonton, AB

Website

Gryphon's goal is to help you attract and retain quality employees by consistently scanning the market, and negotiating with carriers to bring you added value. As brokers, Gryphon Benefits is not tied to a single insurance company, and therefore creates the best plan from a myriad of available options.

Hamilton and Partners Logo

Hamilton + Partners (now People Corp)

Location: Calgary, AB

Website

Hamilton + Partners help you attract and retain appropriate people by creating innovative programs with the most beneficial financial arrangement. They first dissect plans to ensure the design meets the corporate objectives and budget, then determine the provider(s) best able to deliver as required. Lastly they develop and deliver the education to employees.

HFI Benefits Inc

HFI Benefits Inc.

Location: Edmonton, AB

Website

HFI Benefits is an established employee benefits advisory with more than 70 years of combined industry experience. With experience on both the broker and group benefit insurer sides of the industry, HFI has refined and evolved the employee benefit plan design and claims funding approaches.

Hillcrest Financial

Hillcrest Financial

Location: Calgary, AB

Website

Hillcrest provides smart group benefits and retirement packages backed by deep analysis and strong industry knowledge. A personalized approach with clients ensures that Hillcrest provides solutions tailored to your specific requirements. Hillcrest Financial is fully engaged with clients and maintains complete transparency every step of the way.

Holden + Taylor Advisory Group

Holden + Taylor Advisory Group

Location: Calgary, AB

Website

The world of employee benefits is complex. Meeting the needs of owners, executives and employees is a welcome challenge at Holden + Taylor. As a creative team with strong abilities, Holden + Taylor is waiting to help, paying careful attention to legislation, taxation, liability and employee issues. Working closely with you and your staff, you will be able to build your business by providing the benefit plan that’s right for your organization. 

HUB International

HUB International

Location: Calgary & Edmonton, AB

Website

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.

Integrated Benefits

Integrated Benefits (now People Corp)

Location: Calgary & Red Deer, AB

Website

Integrated Benefits has been providing employee benefit solutions and consulting services in Alberta for over 20 years. Whether you are a small business just starting up, or a large organization with many employees, the Integrated Benefits Employee Benefit Consultants can help you obtain the best value for your benefit dollars.

Lane Quinn Benefit Consultants

Lane Quinn Benefit Consultants (now People Corp)

Location: Calgary, AB

Website

Businesses are not created equal and there is no one-size-fits-all solution to benefits and insurance programs. No matter what your needs are let Lane Quinn Benefits Consultants leverage an extensive list of services, experience and relationships to create a solution that works for you.

Mercer logo

Mercer

Location: Calgary & Edmonton, AB

Website

By working with Mercer Marsh Benefits, you benefit from established, productive relationships by obtaining the best possible pricing and service. In addition to a custom design specific to your organization, Mercer Marsh Benefits helps you with the delivery of your plan to your workforce. From technology to employee communications, Mercer Marsh Benefits ensures you are meeting your employees' expectations and managing risk and cost.

MLA Benefits Red Deer

MLA Benefits Inc.

Location: Red Deer, AB

Website

MLA Benefits has years of experience dealing with Employee Benefits, let one of their knowledgeable consultants help you select the best coverage for your circumstances.

Mountain View Benefits

Mountain View Benefits

Location: Calgary, AB

Website

Established in 2010, MVB has quickly become leading experts in the group benefits and group retirement industry. Mountain View Benefits will work with you to develop a competitive plan that offers flexible benefits for your key employees, and exceptional value for your organization.

MP Benefits Inc

MP Benefits Inc.

Location: St. Albert, AB

Website

Developing and managing with the client’s best interest is the key strategy in all of MP Benefits’ plans. Like any business decision, selecting the “right” benefit options take time, energy, and effort, requiring the right strategic approach, remembering the three main advantages of providing benefits involve: non-taxable advantages, attraction and retention of key talent, and insured financial protection.

MSC Financial Group

MSC Financial Group Inc.

Location: St. Albert, AB

Website

With health care costs on the rise each and every year in Canada, it’s important to get the right advice to not only meet today’s needs but also to ensure that you can continue protecting your employees for years to come. MSC has the knowledge and the experience to tailor a plan that will allow you- as the Employer, to attract and retain the most qualified employees in your marketplace.

Navigate Benefit Solutions

Navigate Benefit Solutions

Location: Calgary & Edmonton, AB

Website

The group benefits industry is infamously complex. Navigate's goal is to provide a competitive benefits plan for ckients that runs smoothly, is cost effective and worry free. Complete accessibility, transparency and simple, same-day communication are Navigate's strengths. Once on board, Navigate Benefit Solutions focuses on smooth navigation.

Neil and Associates Insurance and Investments

Neil & Associates Insurance and Investments

Location: Grand Prairie, AB

Website

Whether you are looking to help your employees with their day to day medical and dental costs, provide a Health Care Spending Account, or want to provide a tailored executive benefits program, good advice from one of the Neil & Associates advisors is the winning ingredient to a successful long term employee benefits program. 

Optimax Benefits

Optimax Benefits

Location: Edmonton, AB

Website

Optimax Benefits with businesses to find the sweet spot that considers their industry, fiscal budget, employee types, organization size, employee preferences, coverage classes, convenience, marketplace competitiveness, and more. After taking clients through a tried and true process to create a custom employee benefit strategy, Optimax administers the plan, and communicates with employees so that the full value is understood.

Perlinger Group Benefits Logo

Perlinger Group Benefits

Location: Calgary, AB

Website

Perlinger has partnered with Canada’s best insurance providers to get you the best group insurance plans available. Perlinger Group Benefits can work with you to provide a quality plan that’s best for your team and your budget. As part of the consulting services and financial management, Perlinger will meet with you on an ongoing basis to address any notable changes to your plan requirements and business objectives.

Plan-It Financial Corp

Plan-It Financial Corp.

Location: Grand Prairie, AB

Website

Plan-It Financial Corp. are experts in financial planning and insurance. When you’re working to make your dreams come true, it’s good to have people you can trust in your corner. With a wide range of plan design options, Plan-It can help you create an effective benefit solution that will attract and retain the employees you want.

Prairie-Wide Insurance Services Ltd

Prairie-Wide Group Benefits Inc.

Location: Calgary, AB

Website

At Prairie-Wide Group Benefits the goal is take your company's needs and to customize a benefits plan for you that will help you attract and retain your employees. Gain peace of mind knowing you’ve got an experienced Prairie-Wide advisor helping you plan for the future.

Rocky Mountain Benefits

Rocky Mountain Benefits Ltd.

Location: Calgary, AB

Website

Rocky Mountain Benefits is an independent insurance broker which specializes only in employee benefits. The goal is to help your firm obtain the best possible benefits package for you and your employees. In doing so, factors considered include: the initial, long term and overall stability of pricing; plan design; customer service; and organizational fit.

Rogers Insurance

Rogers Insurance

Location: Calgary, AB

Website

No matter the size of your company, Rogers Insurance can design, implement and manage a group benefits plan to help keep your employees healthy and productive. Having a dedicated team is integral to success, which is why Rogers Insurance makes employees one of your most important business investments.

Silverberg Group

Silverberg Group (now People Corp)

Location: Calgary, Edmonton & Lethbridge, AB

Website

With over 20 years of experience and a recent partnership with People Corporation, Silverberg Group has national scope and an extensive breadth and depth of knowledge . Silverberg Group is especially unique due to a preferred status with the major carriers allowing for access to group benefit packages at the most competitive rates.

Stirling Benefit Plans

Stirling Benefit Plans

Location: Calgary, AB

Website

Stirling Benefit Plans' mission is to provide innovative benefits and total compensation consulting, not normally available to small businesses. They do not work for any one insurance company and operate as an independent consultant for the benefit of their clients. Calgary family-owned and operated since 2002.

The Musgrave Group

The Musgrave Group

Location: Calgary, AB

Website

Looking to set up a new employee benefits program, audit your current offering or completely rethink your program design? Employee benefits are an essential aspect of your compensation package and a strategic tool for attracting and retaining staff. Let The Musgrave Group guide you through the needs assessment, program design, implementation, operations and on-going program optimization process.

Vanta Group

Vanta Group

Location: Calgary & Edmonton, AB

Website

The benefits landscape is rapidly changing, and you can rely on your advisor for subjective knowledge and objective data to analyze your plan. Vanta Group remains independent from any insurance company and provides a safeguard for the ethical placement of coverage with the provider demonstrating the best fit for your company.

Watermark Human Capital Logo

Watermark Capital Corp. (now People Corp)

Location: Calgary, AB

Website

They provide clients with superior benefit advice and brokerage services. Working together in a seamless way to understand your business, culture, and values, they assist in designing, communicating, and implementing benefits programs based on their business needs, both globally and locally. Watermarks Benefits Practice provides consulting service on a broad range of specialized services. Watermark Global Benefits provides benefits to employees, contractors, KLN, TCNs and expats in over 50 countries around the world

WealthCo

WealthCo. Group Benefits

Location: Calgary, AB

Website

WealthCo. fosters stronger connections between benefit providers, employees, and employers. As your company grows so does the time and effort needed to manage crucial back office tasks. WealthCo. is there to be a true partner in your employee benefits strategy.

WesCan Insurance

WesCan Insurance Brokers

Location: Calgary, AB

Website

WesCan Insurance Brokers offers sustainable employee benefits strategies to help innovate, reduce costs by 20-30%, and manage their employee benefits in a hands-off manner. Specializing in plans for small to medium sized businesses, WesCan has the knowledge and experience in implementing various strategies, which can be applied to your current plan, so that it can be more cost-effective and sustainable.

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:

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 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.