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.

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.

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

What We Do

What We Do

Employee Benefits

Active Management Advisory Model

Our process includes Strategic Planning, Gaps, Goals, and Growth, Pre-Renewal Planning and Renewal Review.

What We Do

Group Retirement

Active Management Advisory Model

Our process includes Strategic Planning, Annual Assessment, Committee Review, and Member Engagement

Let Our Experience Be Your Guide.

Ask an expert today.

Our Purpose

Our Purpose

Active Management In Action

We educate, advise and inspire employers to better support their people.

01.

We Educate

Our Advisors engage employers with valuable new insights every day. We live to share new strategies and ideas that will make a difference in the lives of your organization and your people.

  • Benchmarking Comparison and Rankings
  • Alternative Strategies to Traditional Benefits
  • Complete Access to a Marketplace of Solutions

02.

We Advise

Our clients rely on us to make more informed decisions. We leverage technology to combine expertise with data from across with marketplace for the most effective advice.

  • Listen and Understand your Objectives
  • Ask Questions to Optimize Budget
  • Prioritize Recommendations and Considerations

03.

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
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 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.

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.

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.

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. 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.

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

Ask A Davis 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.

Ask An Expert