What We Do
We provide active management, advisory and brokerage services to Canadian employers that offer employee benefit programs and group retirement plans.
Our Mission
Our purpose is to educate, advise, and inspire employers to better support their people.
At Davis, we are experts in:
Traditional Benefits
Life Insurance, AD&D, Critical Illness, Short and Long Term Disability, Extended Health Care, Dental Care, Employee Assistance.
Flex Benefits
Modular Flexible Benefit Plans, Hybrid and Carve out Options, Flexible and Integrated Health Care Spending Account and Taxable Lifestyle Spending Accounts
Retirement Savings
Matching Group Registered Retirement Savings Plan (Group RRSP), Deferred Profit Sharing Plans (DPSP) and Group Tax-Free Savings Accounts (TFSA)
Pension
Registered Pension Plans (RPP), Defined Contribution Pension (DC), Pension Wind-up and Pension Committee Compliance
Executive Benefits
Bonus Structure, Individual Pension Plan (IPP), Retirement Compensation Agreements (RCA), Specialized Benefit Classes, Private Health Care
Wellness
Physical and Mental Health Strategy including internet Cognitive Behavioural Therapy (iCBT), Digital Telehealth Platforms, Virtual Telemedicine, Chronic Disease Management and Healthcare Navigation
Employee Benefits
Proactive Advice, Benchmarking, Surveys, Risk Management, Patient Advocacy, Annual Renewals, and Marketing Quotes
Annual Renewals
We evaluate pricing and analyze changes and shifting market forces to negotiate fair renewals for our clients.
Marketing Quotes
We price across the marketplace and follow a comprehensive checklist to examine rates, details and differences between providers.
Benchmarking
We use advanced tools to compare and rank coverage across industries, provinces and group sizes to bring you better insight.
Surveys
We take the pulse of your people in simple surveys designed to gather more context for better decision-making about what your people value.
Risk Management
We proactively evaluate future risk in claims and costs to explore strategies to protect our clients year over year.
Patient Advocacy
We work with pharmacies, drug companies and doctors to advocate for better access to medication within insurance plans.
Group Retirement
We provide active management, advisory and brokerage services to Canadian employers that offer employee benefit programs and group retirement plans.
New Plan Set Up
Explaining options and budgets for setting up a new savings plan for your people.
Benchmarking
Comparing matching and eligibility with other employers to ensure your competitive.
Pricing
Evaluating Asset Growth to Re-Negotiate Investment Management Fees year over year.
Fund Line-Up
Audit the Investment Fund Line Up to Meet Group Objectives and Simplify Choices for Employees.
Education Sessions
Coordinate Information Meetings with Committee or Lunch and Learn Groups to Increase Financial Literacy, Planning and Engagement in the Plan.
1-on-1 Advice
Organizing virtual and in-person one-on-one meetings with your people to get personalized attention and advice on selecting their investments.
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.