Custom Executive & Employee Benefit Plans

We go beyond basic benefits, offering a strategic approach and meticulous level of care, as set by our Diamond Standard. This provides competitive solutions, clear communication for both your company and employees, and a diverse range of plan options to attract and retain top talent.

At Benefit Strategies, we prioritize a human-first approach with dedicated consultants, prompt communication, and experienced advisors. We believe in building long-term relationships with our clients, going beyond the initial plan implementation. Through regular check-ins, ongoing plan reviews, and proactive communication, we keep your employee benefits plan aligned with your evolving needs.

We manage your plan proactively, freeing up your time and creating a smooth experience compared to potentially impersonal or generic competitor offerings.

Our Satisfaction Guarantee

We also prioritize your success with a unique Satisfaction Guarantee. If, for any reason, you’re not happy with our service or feel we haven’t met your expectations, we’ll provide a refund of $25 per employee, up to a maximum of $500. This guarantee minimizes risk and assures you of a positive experience.

Benefit Strategies provides customized solutions and exceptional service, maximizing the value of your employee benefits investment.

Benefit Strategies is an award-winning firm and has been a leading brokerage in the benefit industry for over 40 years. We are best known for exceeding industry standards with our innovative and customized executive and employee benefit solutions.

We proudly serve businesses across Western Canada. This includes Alberta, British Columbia, Saskatchewan, Manitoba, the Northwest Territories, and beyond.

Selecting the ideal employee benefit plan can be a complex task. Benefit Strategies is here to simplify the process. Our experienced professionals will guide you through a comprehensive consultation to understand your unique company goals and budget. We apply in-depth knowledge of the market to create a customized plan that attracts and retains top talent while aligning with your financial objectives.

At Benefit Strategies, we recognize that the ideal benefit plan is just like a well-cut diamond: multifaceted and precisely designed to meet your unique needs. During our initial consultation, we will engage in strategic process to fully understand the various facets of your business:

• Business Objectives: We will explore your company’s goals and vision to create a benefit plan that aligns with your overall strategy.
• Company Culture & Values: Understanding your company culture helps us design a benefit package that reflects your values and attracts top talent.
• Current Benefits (if applicable): We will analyze your existing plan to identify strengths and opportunities for improvement.
• Budgetary Constraints: We prioritize cost-effectiveness, working within your budget to secure the most competitive and comprehensive coverage available.

Following this in-depth consultation, your dedicated benefit consultant will develop a customized plan tailored to your specific needs. We value clear communication, so you will be informed and educated every step of the way.

Benefit Strategies simplifies employee communication. Our team will craft clear and concise messaging for your employees regarding any plan changes, renewal increases, or important instructions. We will handle the entire drafting process, which creates transparency and minimizes your workload. Simply review and approve the communication before sending it to your team.

You should review your estate plan every three to five years or following significant life events (marriage, divorce, birth of a child, beneficiary death, etc.). Regular reviews align your plan with your current wishes, allowing it to operate as intended.

A will outlines asset distribution after death, while a trust allows a designated trustee to manage assets for beneficiaries. Trusts avoid probate, saving time and money while keeping your affairs private. The best choice depends on your circumstances. Some people benefit from having both for more comprehensive asset management.

Estate planning safeguards your business by providing clear ownership transfer instructions. This minimizes tax consequences and keeps operational funds available after your passing. We can help you develop a comprehensive plan.

Key person insurance protects your business financially if a vital employee (founder, top executive) dies or becomes disabled. The company receives a benefit to cover replacement costs, lost revenue, and maintain investor confidence.

Key people are irreplaceable employees who provide critical skills, revenue generation, or essential business relationships.

Key person insurance provides financial stability in case of a key person’s loss. Benefits can be used to find a replacement, compensate for lost income, and reassure investors. This ensures that your business can continue operating.