We provide active management, advisory and brokerage services to Canadian employers that offer employee benefit programs and group retirement plans.
We are experts in:
New Plan Set Up
Explaining options and budgets for setting up a new savings plan for your people.
Comparing matching and eligibility with other employers to ensure your competitive
Evaluating Asset Growth to Re-Negotiate Investment Management Fees year over year
Audit the Investment Fund Line Up to Meet Group Objectives and Simplify Choices for Employees
Coordinate Information Meetings with Committee or Lunch and Learn Groups to Increase Financial Literacy, Planning and Engagement in the Plan
Organizing virtual and in-person one-on-one meetings with your people to get personalized attention and advice on selecting their investments.
At Davis, It's Taken Care Of
Our purpose is to educate, advise, and inspire employers to better support their people.
Who We Serve
Supporting Business Owners to Launch and Maintain Competitive Benefits within Budgets
Uniquely positioning benefits to be affordable and attractive within certain industries and regions.
Evolving benefit packages to comprehensive offerings that compare and rank with the largest employers
Optimizing budgets to maximize value and communicate benefits throughout a diverse workforce year over year.
To take care of their people and protect the families that support your organization.
Simplifying the Canadian landscape and ensuring benefits are positioned well internationally within your total compensation.
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.