604.531.7979

info@davisbenefits.ca

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.

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.