What is Active Management?
Our Process is a proactive annual advisory model designed to deliver on our purpose, values, and brand promises with every employer engagement.
Active Management is how we ensure we execute on each brand promise and ultimately deliver a superior client experience.
What We Do

Employee Benefits
Active Management Advisory Model
Our process includes Strategic Planning, Gaps, Goals, and Growth, Pre-Renewal Planning and Renewal Review.
Group Retirement
Active Management Advisory Model
Our process includes Strategic Planning, Annual Assessment, Committee Review, and Member Engagement


Group Retirement
Active Management Advisory Model
Our process includes Strategic Planning, Annual Assessment, Committee Review, and Member Engagement
Committed to being a force for good!
We are proud to be Canada’s first B Corp Certified Employee Benefits Advisory Firm. It’s a certification we’ve worked hard for as a community-minded organization. And we’re honoured to be a leading purpose-driven organization in our sector.
As a B Corp, we are committed to using our business as a force for good! We are proud to be Canada’s first B Corp Certified Employee Benefits Advisory Firm.
Our Purpose. Our Process.
Active Management In Action
We educate, advise and inspire employers to better support their people.
We Educate
- Benchmarking Comparison and Rankings
- Alternative Strategies to Traditional Benefits
- Complete Access to a Marketplace of Solutions
We Advise
- Listen and Understand your Objectives
- Ask Questions to Optimize Budget
- Prioritize Recommendations and Considerations
We Inspire
Our advisory firm takes the lead with new innovation and emerging trends. We put ourselves out there to test and present future initiatives that may be transformative actions for our clients.
- Multi-Year Budgeting and Planning
- Semi-Annual Employer Education Conferences
- Supporting Workplace Culture and Evolution
BENCHMARK YOUR BENEFITS!
Complimentary benchmarking for employers like you!
Simply upload your existing employee benefits plans and we will provide a no obligation, customized review within 48 hours.
Benchmark Your Benefits
To see how your benefits stack up, upload your current package, and our team will analyze and give you an evaluation within 48 hours!
AT DAVIS, IT’S TAKEN CARE OF
Our Promise to Clients
No Surpises at Renewal
We review your benefit plan monthly, proactively assessing risks and opportunities and reporting claims experience so you know where you stand all year.
No Stone Left Unturned
We conduct Strategic Planning, Gaps, Goals and Growth reviews to identify any opportunity or threat, allowing us to better tailor our advice to you.
No Rushed Decisions
We conduct Pre-Renewal Planning with clients, and we evaluate, negotiate, and deliver advice a minimum of 30 days in advance of any effective date, giving you time to make decisions and communicate to employees.
We've Got Your Back
We offer ongoing support and advocacy for owners, administrators, employees, and their families, so your entire organization has an expert on their side.
Ask an Expert
Need help understanding your Renewal or Quotes?
Want to learn how your plan compares to other employers?
Our expert advisors are educators first and we’re here to help.
Don’t Take IT From Us
What Our Clients Say
OUR news
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