A thoughtfully designed employee benefits plan is a powerful tool to strengthen your organization. They attract & retain talent, enhance employee well-being, and offer a tax-efficient way to invest in your team’s future.
At Wise Advisory Group, we prioritize your success by crafting customized benefits solutions that align with your unique vision, needs, and budget. We are an independent financial advisory, with no allegiance to any bank or insurance company. Our focus is solely on delivering exceptional value to you.
Our process includes a comprehensive Request for Quote (RFQ) process. We source up to six quotes from leading insurers to identify cost-effective, high-impact solutions. We support our clients long-term, regularly reviewing and refining plans to ensure they continue to receive the best value over time.
Our Services:
• Employee Benefits Plans
• Evaluation of Existing Employee Benefits Plans
• Health Care Spending Accounts
• Group Retirement & Group TFSA