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

Vancouver

Judith Mewhort

BBA, CFP, CLU, RPA
Managing Partner

Kandy Cantwell

CEBS
Partner

Preet Pall

CEBS
Associate

Craig Miller

B.Comm.
Associate

Doug Birks

B.A
Associate

Michael Ramage

Associate

Paru Kavia

GBA
Account Manager

Corinne Prevost

Client Service Representative

Joanne Cuelleton

Client Service Representative

Damien Lacey

BBM
Marketing Specialist

Kamloops

Randy Haw

Financial Services Account Manager

Jo-Ann Canuel

Account Manager

Susan Glennie

Financial Services Administrator

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.

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.

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.

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.

Speak to an Advisor

  • 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.