AT DAVIS, IT’S TAKEN CARE OF
Active Management of your Employee Benefits Plan
We provide active management, advisory and brokerage services to Canadian employers who offer employee benefit programs and group retirement plans.
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
We have had a longstanding partnership with Davis Benefits. Kirk and his team are approachable, professional, proactive, and responsive and, most importantly, understand our business and company culture.
Their knowledge and expertise in the benefits industry is an integral part in helping us make strategic business decisions. They have helped our employees and their families obtain funding outside of the plan for expensive prescription drugs, by navigating the complexities of coordinating prescription drug claims and coverages through private and public programs.
Sereeta Khara
Human Resources Manager
E.B. Horsman & Son
We recognized the need to improve the mental health side of our benefits package, and not only did Davis Benefits address the changes quickly and thoroughly, but continued to find resources to allow us to assist our employees.
Kirk and the team took the time to listen to our needs and found the best solutions at the best value, giving us a stronger workforce and an excellent benefits package to help us attract and retain amazing people.
Kris Ford, CPHR, SHRM-SCP
Human Resources Manager
R & R Trading Co Ltd
Davis Benefits has been an integral force in modernizing our plan through benchmarking, competitive insights, and instrumental advice.
Thanks to Davis Benefits, The R Diamond Group has an attractive benefit offering that helps us grow by attracting and retaining great employees. Davis Benefits has helped The R Diamond Group in reducing plan risk to ensure long term sustainability of our group benefits plan.
Davis Benefits helps our employees and their families navigate the complexities of coordinating prescription drug claims and coverages through private and public programs. When some of our employees needed an expensive prescription drug covered, Davis Benefits was able to help get them funded outside of the plan.”
Angela Michon
Vice President
The R. Diamond Group of Companies Ltd.
Over our long partnership together, Davis Benefits has been essential in helping Arpac, our employees, and their families navigate the changing landscape of employee benefits.
While other providers may be able to manage the day-to-day, Kirk and his team shine when handling complex and unusual claims and scenarios; helping find creative solutions for our employees. Most recently the Davis team helped an employee get a very expensive drug funded outside the plan, thereby preventing the employee from facing high costs while also protecting the plan.
David Clausen
Director of Human Resources
Arpac Storage Systems
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