Every client is unique. Learning and understanding a business’s or family’s needs and wants is at the core of everything we do. Our recommendations are based on analysis of each client’s situation and tailored to their desired outcomes and budget.
A client's values and beliefs are the starting point for all conversations. Every Montridge advisor begins our process with the client’s needs in mind.
The next step is to understand the numbers. For a benefits client that involves analyzing claims patterns and existing plan structures. For an insurance client that involves quantifying the risk.
The right solution takes into account the clients needs, end goals, and budget today as well as integrating proactive components that add flexibility to address longer term, future concerns.
Communication is key to helping employees to understand how their employer cares for them. Using various media and messaging tools, our team will help your employees to understand the programs available to support their physical, emotional, and financial health.
Montridge holds a unique position in the employee benefits advisor marketplace. We have the technical knowledge, education, and supplier relationships that are usually expected in a larger consulting house. However, our boutique size, team-based advisor culture, and reputation for expert customer service has resulted in Montridge having a competitive advantage in group benefits consulting throughout North America.
Joining Westland Insurance Group’s Corporate and Specialty division provides the organizations with whom we work access to new resources, technologies, and services on a national scale without losing the personal touch offered by an independent, family-run firm. Truly the best of both worlds.
Our clients understand that a properly structured benefits & retirement program is an integral part of their compensation philosophy.
They understand that their plans are an investment in their workforce and that the expertise we provide will contribute towards accomplishing their organizational goals and objectives, such as improving the health and productivity of their employees, attracting and then retaining talent in competitive labour markets, and raising awareness and understanding through educational initiatives.
In addition to working with local businesses, we do extensive work with domestically and globally based clients who have multiple locations across the country.
Adversarial relations between advisor and insurer do not produce optimal results for clients.
We believe in having an open, collaborative relationship with our insurance partners. This provides above-average results when clients need claims or administrative issues managed, and fair negotiations for both benefits and retirement choices & fees.
We also have strong and positive relationships with strategic alliance firms, such as general insurance advisors, lawyers, HR consultants, tax advisors, and global benefits partners. The result? When a client needs outside help, the support they receive goes above & beyond.
Setting up your first benefits plan is easy with Montridge. Trusted benefit advisors are here to help you find the benefit solution that works best for you.
We simplify the transition. Sit back and relax while we craft custom changes and keep you informed through our process.
