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
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.
Human Resources Manager
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.
Human Resources Manager
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.”
Vice President
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.
