Products & Partners

Group Benefit Products


  • Life Insurance, Accidental Death &Dismemberment
  • Critical Illness Insurance
  • Short-Term Disability
  • Long-Term Disability
  • Extended Health (Drugs, Massage, Hospital etc.)
  • Vision Care/Eye Glasses
  • Dental Care (Basic & Major Dental)
  • Orthodontic Coverage
  • Employee Wellness Programs
  • Travel Insurance / Emergency Out of Country
  • Health Care Spending Accounts (HCSA)
  • Lifestyle Spending Accounts (Taxable Spending Account)
  • Ex Patriot Coverage(s) / US Benefit Plans

Funding Arrangements

  • Experience/Claims-Rated
  • Fully Pooled Plans
  • Flex Benefits Plans
  • Administration Services Only (ASO) or Self-Funded
  • Cost Plus

Group Savings + Retirement

  • Registered Retirement Savings Plans (RRSP)
  • Deferred Profit Sharing Plans (DPSP)
  • Tax Free Savings Accounts (TFSA)
  • Defined Contribution Pension Plans (DC)
  • Defined Benefit Pension Plans (DB)

Wealth + Estate Planning


  • Tax and Estate Planning
  • Individual Securities
  • Market Exempt Securities
  • Mutual/Segregated Funds
  • Individual Pension Plans

Individual Products


  • Life Insurance (Term, Whole life, Universal life)
  • Mortgage & Personal Banking
  • Key Person Insurance
  • Buy Sell Insurance
  • Disability Insurance
  • Critical Illness
  • Individual Health & Dental Plans
  • Retirement Benefit Plans
  • Travel Insurance

 

ASSOCIATIONS & AFFILIATIONS

  • Canadian Pension & Benefits Institute (CPBI)
  • BC Technology Industry Association (BCTIA)
  • Insurance Council of BC, AB, SK

INSURANCE SUPPLIERS

  • Benefits By Design
  • Blue Cross
  • Canada Life
  • Ceridian
  • ClaimSecure
  • Co-Operators
  • Desjardins
  • Empire Life
  • Encon
  • Equitable Life
  • Great West Life
  • Group Health Benefits
  • Industrial Alliance Pacific
  • London Life
  • Manulife
  • Olympia Trust
  • Pacific First
  • RBC Insurance
  • Sheppell fgi
  • SSQ
  • Standard Life
  • Sun Life
  • TransAmerica
  • Wawanessa