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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 (aka Benefits Brokers or Consultants) 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
Location: Chestermere, AB
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
Location: Calgary & Edmonton, AB
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
Location: Edmonton, AB
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
Location: Calgary & Edmonton, AB
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.
Benefit Strategies
Location: Edmonton, AB
Benefit Strategies Inc. strives to exceed industry standards by offering innovative and customized executive and employee benefits programs. With the vast experience that our employee benefit brokers have, we can guarantee you a benefits plan that will boost employee morale and the profile of your business.
BFL Canada
Location: Calgary, Edmonton & Red Deer, AB
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 Estate Planning Corporation
Location: Calgary & Edmonton, AB
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
Location: Calgary, AB
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 Benefit Solutions
Location: Calgary, AB
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 Inc.
Location: Edmonton, AB
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
Location: Edmonton, AB
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 Inc.
Location: Calgary, AB
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
Location: Lethbridge, AB
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
Location: Calgary, AB
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 Financial Group
Location: Sherwood Park, AB
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
Location: Calgary, AB
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 & Financial Services
Location: Spruce Grove, AB
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
Location: Calgary, AB
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 & Bell Consulting
Location: Edmonton, AB
George & Bell Consulting is a pension, benefits and investment consulting firm They advise clients on all aspects of active benefit plans such as life insurance, long term disability coverage and health/dental benefits as well as post-retirement and post-employment benefit plans.
Gryphon Benefits & Insurance
Location: Edmonton, AB
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 + Partners (now People Corp)
Location: Calgary, AB
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.
Location: Edmonton, AB
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
Location: Calgary, AB
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
Location: Calgary, AB
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
Location: Calgary, Edmonton & Grande Prairie, AB
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 (now People Corp)
Location: Calgary & Red Deer, AB
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 (now People Corp)
Location: Calgary, AB
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
Location: Calgary & Edmonton, AB
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 Inc.
Location: Red Deer, AB
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
Location: Calgary, AB
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.
Location: St. Albert, AB
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 Inc.
Location: St. Albert, AB
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
Location: Calgary & Edmonton, AB
The group benefits industry is infamously complex. Navigate's goal is to provide a competitive benefits plan for clients that runs smoothly, is cost-effective, and worry-free. Complete accessibility, transparency, and simple, same-day communication are Navigate's strengths. Once onboard, Navigate Benefit Solutions focuses on smooth navigation.
Neil & Associates Insurance and Investments
Location: Grand Prairie, AB
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
Location: Edmonton, AB
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 benefits strategy, Optimax administers the plan and communicates with employees so that the full value is understood.
Perlinger Group Benefits
Location: Calgary, AB (Satellite locations in British Columbia & Saskatchewan)
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.
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Plan-It Financial Corp.
Location: Grand Prairie, AB
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 Group Benefits Inc.
Location: Calgary, AB
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 Ltd.
Location: Calgary, AB
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
Location: Calgary, AB
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 (now People Corp)
Location: Calgary, Edmonton & Lethbridge, AB
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 benefits packages at the most competitive rates.
Stirling Benefit Plans
Location: Calgary, AB
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
Location: Calgary, AB
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 ongoing program optimization process.
Vanta Group
Location: Calgary & Edmonton, AB
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.
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Watermark Capital Corp. (now People Corp)
Location: Calgary, AB
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. Group Benefits
Location: Calgary, AB
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.
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WesCan Insurance Brokers
Location: Calgary, AB
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.
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:
- What is a Third-Party Payor (TPP) and How Does it work?
- Employee Health Benefits Coverage Types in 5 Minutes
- Traditional Employee Health Benefits Plans vs. Health Spending Accounts
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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