Group Benefits and Pensions
Telephone: 519-539-8212 | Toll-free: 1-888-539-8212 | Fax: 519-539-7415

Group Benefits and Pensions

professionalGreen Private Wealth Counsel has provided group benefits consulting services to clients for the past 12 years and has enjoyed high retention and client satisfaction. With our move to HollisWealth, we are able to leverage the expertise of their national group benefits company, Apri. 

Green Private Wealth Counsel has partnered with Groupquest Benefits Resource Inc. (part of the Apri Insurance group of companies) as a specialist provider of group insurance products and services.

Through our association we have access to the largest wholesale provider of group insurance products and solutions in Canada with in excess of 2000 clients and $100 million of annual premiums under administration. By combining our local service and the services of over 20 Groupquest employees at their Mississauga office we can offer an excellent level of service and advice to our clients. 

All renewals are underwritten by us and negotiated with the carrier before being presented to our clients.

Services We Provide

The following summarizes the services we provide as a benefits consultant:

  • Plan Design Reviews and Recommendations
  • Financial Reviews and Audits
  • Plan Benchmarking
  • Renewal Negotiation
  • Plan Marketing/Quotation
  • Plan Amendment Pricing
  • Employee Engagement Surveys
  • Employee Communication
  • New Carrier/Plan Implementation
  • CAP Guideline Audits

 

HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Green Private Wealth Counsel is an independent company unrelated to HollisWealth and Industrial Alliance Securities Inc. Industrial Alliance Securities Inc. and its related and affiliated companies have no liability for Paul Green.
 
HollisWealth and the Alliance Securities Inc. companies do not provide income tax preparation services nor do they supervise or review other persons who may provide such services.
 
The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed are those of the advisor alone and not those of HollisWealth® is a division of Industrial Alliance Securities Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Industrial Alliance Securities Inc.representative is not registered.