Latest Blog: Bridging the Retirement Readiness Gap: How Canadian Employers Can Support Employee Financial Wellness

What we do for our clients

Each business is unique with its own culture and priorities. Its health and wellness programs should reflect the diverse needs of the business and its people. We help employers to create a comprehensive benefits strategy that allows them to cater for their peoples’ needs, attract and retain top talent, and create a sustainable environment in which their organization and employees can flourish.

Our Approach
Employee Benefits

As an employer, you want to ensure your employees are happy in both their professional and personal lives. That’s why you need a strategic, data driven approach that encompasses this objective whilst also remaining within your budget constraints.

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Employee Retirement & Saving Plans

Retirement and Savings plans are an integral part to an employee’s financial and mental health well being. Employers who are able to assist their people with knowledgehelp and tools are rewarded with greater loyalty and productivity.

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Corporate & Personal Insurance

Protecting your business, your people, and their families when the unexpected happens is key to ensuring financial stability to your organization, and all its team members.

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Sharing Knowledge

Creating resources and information for our clients and our community is something we take great pride in. See our guides, blog articles, webinars, whitepapers, checklists, toolkits and more in our content hub

Knowledge Hub
Recorded Webinars
Employee Benefits

Is your Workplace Age-Friendly? Strategies to Retain the Wisdom of your Older Workers

As our population continues to age, workforce management faces immediate and significant implications.

A 2023 global survey revealed that more than half of CEOs view labor shortages as the foremost challenge for their organizations. Yet, despite these pressing issues, fewer than half of employers incorporate age diversity into their DEI programs. Many workplaces have yet to develop effective strategies to harness the experience and knowledge of older workers.

Download our recent discussion with Guest Speaker Michelle Oram to learn about the importance of addressing an aging workforce, how older employees can contribute to organizational success, and actionable strategies to create an age-friendly workplace.

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White Papers
Corporate & Personal Insurance, Executive Benefits

Securing Your Business Legacy: A Guide to Key Person Insurance and Business Continuity Planning

In today’s unpredictable business environment, unforeseen disruptions can strike at any time. A strong business continuity plan is vital for ensuring your organization’s resilience and long-term success. This whitepaper explores the key components of business continuity planning, including business impact analysis, effective communication strategies, essential agreements, key person insurance funding, and more.

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Recorded Webinars
Employee Benefits, Health & Wellness, Executive Benefits, Human Resources, Employment Law

Ask The Experts Panel 2024: Navigating the Business World

Recap our exclusive virtual event featuring industry leaders from the fields of employee benefits, employment law, taxation, and insurance, as they came together to provide expert insights and guidance. This panel discussion offers a unique opportunity for professionals to gain valuable knowledge and stay ahead in their respective fields. Download today!

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Recorded Webinars
Employee Benefits

Navigating Canadian Benefits: Essential Insights for Businesses opening offices in Canada and those new to Group Benefits

Is your business new to Canada, looking to open an affiliate company here, or just starting to explore employee benefit plans to boost your compensation program for your staff? Our recent webinar was designed for you!

In our webinar, we covered essential topics to help you navigate the complexities of Canadian benefits for your employees. Here’s a summary of what we discussed:

  • Understanding Canada Health Act, and government social programs
  • Employer-sponsored benefit plan design
  • Tax implications of employee benefits
  • Best practices in benefit plan plan administration
  • Ensuring compliance with regulatory requirements
  • The role of an advisor
  • How a benefits advisor can support your business
  • Finding the right advisor for your needs
  • What goes into an RFP?
  • Understanding the proposal and variations between insurance carriers
  • Implementing a benefits plan and a communication strategy

Download our recent webinar to discover valuable information and become better equipped to make informed decisions about your employee benefit plans in Canada.

Speaker: Preet Pall, Associate

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Setting up Benefits with Montridge is Easy

We currently do not have a benefits plan

Our expert associates will help you create a benefits plan that is best suited for your organization. We cater to your specific needs and budget.

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Making changes to your group benefits plan?

We simplify the transition. Sit back and relax while we craft custom changes and keep you informed through our process.

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What our Clients are Saying

Montridge has worked with some of North America's top organisations over the past 25 years. See what our clients had to say about working with us here.

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Delta Gymnastics

Delta Gymnastics Society is one of Canada’s top gymnastics clubs and believe that it’s due to the way they treat each of their gymnasts, at every level. Their goal is to give children a lifelong passion for physical activity and to empower them to become successful people.

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Tourism Association of Vancouver Island

Tourism Vancouver Island is a not-for-profit organization designed to support the regional tourism industry of more than 3,000 businesses, for both travellers and locals alike. Their staff of tourism professionals are skilled in areas of strategic planning, governance, destination development and infrastructure, industry support, destination marketing (including travel trade and travel media engagement) and market research.

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Underhill Geomatics Ltd.

Underhill Geomatics is a group of professional land surveyors and geomatics engineers providing full service geomatic consulting and technical services. With offices in Vancouver, Kamloops, Fort St. John, and Whitehorse, Underhill is recognized as one of Canada’s trusted professional surveying companies providing services throughout BC, the Yukon, the Northwest Territories, Nunavut, and all of Canada.

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View

View reimagined something that hadn’t changed for centuries – the simple window – and in so doing, built the only complete, cloud-native platform to deliver on the promise of smart buildings: happier, healthier occupants, improved energy-efficiency, lower operating costs, and higher asset values.

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Our team and tools are here to help your business

Our Team
Dedicated Account Managers

While Montridge works as a team, every client has a dedicated advisor who develops a deep understanding of the ever changing needs of your firm and its employees. Due to the long term tenure of most of our staff, you can be assured of continuity of care for you and your people.

Support Documents

The world of employee benefits and the associated rules and regulations can prove to be overwhelming at times. At Montridge, we provide our clients with a variety of educational and administrative support tools to help make your life easier.

Training

To help plan sponsors navigate the liabilities found in benefits administration, our customer service team provides training and ongoing support. In addition, we have developed a variety of tools to help ensure that your employees understand their benefit plans.

Kandy Cantwell

CEBS
Managing Partner

Preet Pall

CEBS
Associate

Craig Miller

B.Comm.
Associate

Speak to an Advisor

What to Expect

  • Team work:
    At Montridge, we work as a team. Ensuring that someone is always able to assist you or your organization with an inquiry or to help solve a problem.
  • Specialists in our field:
    Each advisor has an area of specialty. Allowing the team and our clients to benefit from specialized knowledge and experience
  • Education and ongoing support:
    Our advisors spend time continuously upgrading their skills so that they can pass on current and relevant knowledge to you and your team.