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Partners & Certifications

Our advice is backed by national industry connections, Canada’s largest benefits benchmarking database, and a culture recognized as a 2024 Top Employer in the space. We stay connected so you get current thinking and hard numbers behind every decision.

The Connections & Credentials
Behind Our Advice

We’re active members of CGIB and CPBI, a 2024 Benefits and Pensions Monitor Top Employer, and long-standing partners in building Cloud Advisors’ benchmarking methodology.

Broker-focused Canadian Employee Benefits Association. Bringing together top people in the employee benefits industry to talk trends, issues, and tips for success. Been around since 2003, and now have roughly 400 members and growing.
Why are we a part of CGIB:

  • We stay ahead of the curve.

  • We learn from the best in the business.
  • We bring all insight straight back to you.
Canadian professional association for benefits and pensions professionals. Not-for-profit association founded in 1960. Brings together members from different points in the industry, including pensions, benefits, and institutional investment professionals across Canada. Plan sponsors can also be involved. The best advice comes from staying connected to all facets of the industry. We do this to continue learning.
Why are we part of CPBI:
  • We stay current in all facets of the industry.
  • We’re connecting nationally amongst a larger group of employers.
  • We turn what we learn into better advice for you.
In 2024, Davis Benefits was named one of Canada’s Top Employers in the Benefits, Pensions and Institutional Space by Benefits and Pensions Monitor (BPM).
Why this was awarded to us:
  • We’ve built a culture worth staying for.
  • We invest in our people’s growth.
  • We work with purpose.
You’re trusting us to help build a workplace your employees want to be a part of.
Organizations verified by B Lab that meet a high standard of social and environmental performance, transparency and accountability. A global community of businesses using their work as a force for good.
Why we are a certified:
  • Our values are verified, not just stated.
  • We put people and purpose alongside profit.
  • We’re held accountable, not just well-intentioned.

We use Cloud Advisors, Canada’s largest employee benefits benchmarking platform, to bring hard data into every plan we work with. They maintain the most comprehensive employee benefits database in Canada, telling us how a plan compares to similar organizations by industry, region, and size.

Members of the Davis team have been a cornerstone in the development of the benchmarking methodology since the earliest days of the platform. That’s not something most advisors can say, and it means the data behind your plan has been shaped, in part, by the same people advising you.
Why we use them:
  • For benchmarking
  • For plan design audits
  • For continued automation support

Good advice should be backed by real numbers, not guessing.

Let’s Build a Better Benefits Experience, Together.
Our team is here to help you design, manage, and optimize benefits & retirement plans that work for your business.
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or call us at 604.531.7979