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:


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)



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



Physical and Mental Health Strategy including internet Cognitive Behavioural Therapy (iCBT), Digital Telehealth Platforms, Virtual Telemedicine, Chronic Disease Management and Healthcare Navigation


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


Employee Benefits

Proactive Advice, Benchmarking, Surveys, Risk Management, Patient Advocacy, Annual Renewals, and Marketing Quotes


Group Retirement

New Plan Set Up, Benchmarking, Fee Pricing, Fund Line-Up, Education Sessions, 1-on-1 Advice

Our Core Values


to excellence


in action


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

We are proud to be Canada’s first B-Corp Certified Employee Benefits Advisory Firm!

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.