What We Do
We provide active management, advisory and brokerage services to Canadian employers that offer employee benefit programs and group retirement plans.
We are experts in:
01.
Traditional Benefits
Life Insurance, AD&D, Critical Illness, Short and Long Term Disability, Extended Health Care, Dental Care, Employee Assistance
02.
Flex Benefits
Modular Flexible Benefit Plans, Hybrid and Carve out Options, Flexible and Integrated Health Care Spending Account and Taxable Lifestyle Spending Accounts
03.
Retirement Savings
Matching Group Registered Retirement Savings Plan (Group RRSP), Deferred Profit Sharing Plans (DPSP) and Group Tax-Free Savings Accounts (TFSA)
04.
Pension
Registered Pension Plans (RPP), Defined Contribution Pension (DC), Pension Wind-up and Pension Committee Compliance
05.
Executive Benefits
Bonus Structure, Individual Pension Plan (IPP), Retirement Compensation Agreements (RCA), Specialized Benefit Classes, Private Health Care
06.
Wellness
Physical and Mental Health Strategy including internet Cognitive Behavioural Therapy (iCBT), Digital Telehealth Platforms, Virtual Telemedicine, Chronic Disease Management and Healthcare Navigation
OUR MISSION
Our purpose is to educate, advise, and inspire employers to better support their people.
01.
Employee Benefits
Proactive Advice, Benchmarking, Surveys, Risk Management, Patient Advocacy, Annual Renewals, and Marketing Quotes
02.
Group Retirement
New Plan Set Up, Benchmarking, Fee Pricing, Fund Line-Up, Education Sessions, 1-on-1 Advice
Our Core Values
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.
