About Benefits Alliance

Benefits Alliance is Canada’s leading organization of independent benefits advisory firms. As an industry-leading association, Benefits Alliance focuses on education, collaboration and advocacy by providing our members with tools, resources, and unique proprietary products and services that meet and exceed client expectations. Our members, who are employee benefit and retirement plan specialists work with more than 13,000 employer plan sponsors who collectively have over two million Canadians enrolled in their plans.

Our members are collectively responsible for more than $2.2 billion in annual benefit plan premiums and over $6 billion in retirement plan assets.

We are highly selective in who qualifies to join Benefits Alliance, and prospective firms are peer-nominated. Given the important role that Group Advisors play in the lives of all Canadians from coast to coast, only the best Group Advisors who are committed to the highest level of professionalism are invited into our membership. 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.

Benefits Alliance promotes professionalism and excellence in client service, and from a policy perspective, we want to ensure that all Canadians receive the best advice available.

Our mission is to represent the best interests of our clients and their employees. We are committed to continuing education and professional development to ensure our members provide the highest standards of service and excellence.

We provide our member firms with the tools, resources, and unique proprietary products and services that will meet and exceed client expectations.

Our independent member firms employ 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.

Our Members Represent:

13,000+ Employer Plan Sponsors

Over 2 Million Canadians Enrolled in Plans

Over $2.2 Billion in Group Insurance Premiums

$6+ Billion in 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.