Skip to content

Empowering Organizations.
Elevating Employees.

Insightful Guidance in Benefits, Compensation and Total Rewards to
Enhance Long-Term Organizational Success

We specialize in understanding your organization. Our comprehensive approach to Employee Benefits and well-being not only supports employees in their success but can also reduce turnover expenses and enhance employee satisfaction.

Through meticulous analyses, proactive problem-solving, and shared values, we cultivate valuable collaborations with our clients. This results in optimal outcomes for employers while achieving better mental, physical and financial outcomes for employees.

Service Offering

There often exists a notable misalignment between employee preferences and compensation offered. We specialize in guiding clients to transcend ideological biases and instead prioritize empirical data to bridge this gap effectively. By empowering organizations to make data-driven decisions, we help reduce turnover rates. Our services are carefully designed to pinpoint and enhance critical Benefits, ensuring seamless alignment with both your business objectives and the needs of your employees.

 

Benefits Consulting

Benefits Consulting

Evaluate the efficacy of all products and services protecting your organization, your assets and your people.



Business Planning

Business Planning

Integrated Solutions program designed to protect your business, talent, assets and yourself over the long-term.



Planning Your Finances

Build a complete program that meets your needs and fulfills your dreams now and in the future.



Investment Planning

Wealth Planning

Develop a customized strategy to manage your finances and investments so you can achieve your goals.



How We Add Value to Your Organization

Boardroom Meeting

One of our biggest beliefs is that employers are uniquely positioned to influence positive outcomes for their employees and, ultimately, their organization. This belief drives our dedication to assisting clients in achieving the following outcomes within their teams:

Mental Health

HR programs and a positive work environment are crucial for an employees’ mental health. Corporate culture plays a significant role in fostering resilience and addressing mental health needs across diverse generational cohorts.

Financial Wellness

A well-structured compensation package, Benefits and Group Retirement Plans are essential for attracting and retaining talent, ensuring competitiveness, and supporting employees’ financial goals to help them achieve financial success. 

Physical Health

Financial Knowledge & Engagement

Corporate culture can influence positive daily behaviors for better physical health. Introducing health programs and providing wellness benefits can support employees’ health goals and reduce stress.

Employee engagement is vital for long-term financial success. Key aspects of planning should include budgeting, accumulation planning, risk mitigation through insurance, and basic estate considerations. Access to trusted sources of financial knowledge and financial tools is essential.

Data-Driven

We work with both business and personal clients to create Integrated Solutions: comprehensive plans intended to set you up for future success.

1 %*

Overwhelmed by Debt

 45% of Canadians feel overwhelmed by their debts and 41% say they are worried or uncertain about their
financial future.1

25 %*

Want Financial Advice

70% of plan members would utilize a financial advisor if one were available to them within their plan, for trusted, personalized advice.2

20 nd*

Most Important

Retaining talent is the second highest total rewards priority, next to maintaining competitive position, for organizations in 2024 and 2025.3

 

1 Telus Health – 2023 Mental Health Index

2 2023 MFS® Global Retirement Survey

3 The Conference Board of Canada, Compensation Planning Outlook 2024

Why Clients Choose Us

We share core values with our clients, emphasizing the significance of safeguarding themselves and their families.
This sense of security is critical, fostering an environment where individuals can thrive and perform at their peak in the workplace.
Our prompt communication and diligent follow-up and problem solving further enhance our client experience.


Let's Connect

You can get in touch by filling out the form below. We look forward to learning more about your business.