About Benefits Alliance
As a national organization consisting of independent member firms, our Advisors manage thousands of employee benefit plans. With $1.4 billion of group insurance premiums for those benefit plans, as well as 1,500 group retirement plans that have over $3.5 billion in plan assets.
Prospective member firms are peer-nominated and reviewed. At Benefits Alliance, only the best advisors providing the best advice are invited to join our group. As an industry advocate and thought leader, we primarily focus on small to medium sized businesses. We are dedicated to representing the best interests of our members and their respective clients.
At Benefits Alliance, we provide our member firms with the tools, resources, and unique proprietary products and services that will meet and exceed client expectations. We are committed to providing continuing education and professional development initiatives to ensure the highest standards of service.
Our independent member firms employee hundreds of advisors who leverage our size and experience to offer their group clients a qualitatively superior experience:
- We work intimately with our clients to create plans that are innovative and flexible; effective plan management delivers cost-effective stability, today and for the long-term.
- Benefits Alliance agreements with preferred solutions providers results in our ability to offer unique products and services and competitive pricing.
$1.4 Billion Group Insurance Premium
$3.5 Billion Retirement Plan Assets
Benefits Alliance is a collaboration of like-minded Benefits and Financial Advisors who go the extra distance for their Clients. With access to a large offering of carefully-selected Preferred Solution Providers, our Members’ Clients are sure to get the very best within today’s marketplace.
Benefits Alliance is positioned as an Industry Advocate; we offer Member Tools and Resources, Education, and Professional Development.
Whether you are seeking Benefits or Financial advice, or you are a Benefits or Financial professional looking to leverage your position in the marketplace, Benefits Alliance is where you want to be!
Contact us for more information.
Our Mission
Benefits Alliance champions the growth and success of independent benefits advisory firms. We provide value through resources and solutions, and forums for professional development and collaboration. We are the leading force behind industry advocacy on behalf of Employers and Plan Sponsors.
Our Vision
Benefits Alliance is the leading forum for independent professional Benefits Advisors working together to best serve Canadian Employers.
Our Pillars
Benefits Alliance actively pursues learning opportunities for all of our Members.
All our Member firms are focused on providing an elevated, client-first experience that helps you find the right solution.
Benefits Alliance fosters strong collaboration between our Members and the Preferred Solutions Providers they frequently work with.
Benefits Alliance prioritizes and provides resources to advocate for growth and positive change for advisors across Canada.
Our Team
The leadership of Benefits Alliance is a combination of industry veterans, accomplished advisors and dedicated committees that deliver on our mission.