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

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