Check out our latest blog on Montridge Advisory Group: A Year in Review

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.

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

Recorded Webinars
Employee Benefits

Understanding Your Benefits Renewal

Learn more about how to better understand your benefits renewal through our 40 minute webinar.
Recorded Webinars
Employee Benefits, Financial Wellness, Health & Wellness

Uncommon Benefits: Attracting & Retaining Staff through a Tailored Approach

Our webinar will provide you with key insights into attracting & retaining staff through a more tailored approach using uncommon benefits.
News & Updates
Health & Wellness, Employee Retirement & Savings, Taxation, Employment Law

Previous Updates

Check out recent news and updates previously that included:

  • OSFI releases revised instruction for the preparation of actuarial reports for defined benefit pension plans
    Federally regulated employees to begin accruing new paid sick leave starting Dec 1st
    Saskatchewan amending pension legislation
    Federal government extends EI Sickness Benefits to 26 weeks
    BC Introduces significant changes to the Workers’ Compensation Act
  • New Tax-Free Home Savings plan to be effective April 1st and can be combined with the RRSP Home Buyers Plan
  • Saskatchewan modernizes pension rules
  • FSRA releases final pension deregistration guidance
  • Federal dental benefit officially becomes law
  • CRA announces TFSA limit for 2023
  • Federal government extends “anti-flipping” tax to assignment sales
  • New tax on public company share buy backs announced
  • CRA announces updated limits for CPP pensionable earnings and RRSPs for 2023

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.

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.

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.

Our team and tools are here to help your business

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.

Corinne Prevost

Client Service Representative

Preet Pall

CEBS, ISCEBS Fellow
Associate

Kandy Cantwell

CEBS, ISCEBS Fellow
Partner

Speak to an Advisor

To learn more about the diverse and specialized benefits offerings Montridge can help your organization with, fill out the form below and we will get back to you swiftly. We can’t wait to speak to you.

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.