Request a Quote

Tell us about your organization.

Whether you’re establishing coverage for the first time or taking a fresh look at an existing arrangement, provide a few details and we’ll get in touch to learn more about your needs.

Independent adviceOur recommendations take into account your priorities, objectives and the range of available solutions.
Benefits and retirement expertiseExplore group benefits, retirement solutions or both together.
A practical first stepThere’s no need to gather every detail in advance. We can identify what’s required after we learn more about your situation.
Prefer to contact us directly? [email protected]

A few details to get started.

* Required fields
What would you like help with? *

Choose one or both, or select Not sure yet.

Does your organization have a business location in Ontario? *

Employees participating in the plan can be located anywhere in Canada.

About your organization

Approximate number who may participate.

How can we reach you?

No obligation. We use your information to respond to your enquiry and, where needed, to obtain quotes from insurers or plan providers. Privacy Policy

Prefer to talk? 416-665-6000  ·  1-888-665-6655 [email protected]
Thank you. Your request has been sent, and we will be in touch soon.

What happens next

We begin by understanding your priorities, objectives and current circumstances. From there, we can shape the approach around what you’re looking to accomplish.

Step 01

Tell us what you’re looking for.

We’ll talk about what prompted your inquiry, what you’re hoping to accomplish and anything you’d like us to take a closer look at.

Step 02

Review the options.

We’ll assess the coverage being considered and, where appropriate, evaluate suitable insurers or providers based on the differences that matter most.

Step 03

Decide with a clear recommendation.

We’ll explain the key differences and our recommendation so you can decide how you want to proceed.

Independent benefits and retirement advice.

Request a Quote