About Davis

Our purpose is to educate, advise and inspire employers to better support their people.

Your Davis Team

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.

Our Partners

Data-Driven:
Powered by CloudAdvisors.ca

Our programs include comprehensive data collection, monitoring, analysis and reporting.

We are pioneers in a digital platform that allows us to rank and compare benchmark of your employee benefits and group retirement plans against thousands of other employers across the country.  In partnership with CloudAdvisors.ca we seek to help our clients optimize their employee benefit programs, keeping pace with industry trends, market positioning and shifting strategies.  We will share the performance of your plan and share ideas with you throughout the year as part of our ongoing consulting service.

Maintaining constant awareness of the claims utilization and financials of your group allows you to make fully informed decisions. As well, you can ensure that any trends, opportunities or risks are identified and managed effectively.

A member of Canada's largest network of advisors. Better Advisors. Better Advice.

The Benefits Alliance Group is a national organization comprised of 28 independent member firms with more than 175 advisors. Collectively we administer over 7,500 employee benefits plans with $900 million of group insurance premium, and 1,500 group retirement plans and over $2.5 billion in retirement plan assets.

Prospective member firms are peer-nominated and peer-reviewed. Only the best advisors providing the best advice for group clients are invited to join The Benefits Alliance Group.

The Benefits Alliance Group is an industry advocate and thought leader primarily focused on small to medium size businesses. Our mission is to represent the best interests of our members and their respective clients.

We provide our member firms with the tools, resources and unique proprietary products and services that meet and exceed client expectations. Commitments to continuing education and professional development ensure the highest standards of service.

At Davis, It's Taken Care Of

Our Promise to Clients

No Surpises at Renewal

We review benefit plans 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.

What's Important To Us

Devotion

to excellence

Accountability

in action

Proactive

by nature

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