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
  • Group benefits are not handled through Hollis Insurance Inc.

HollisWealth® is a division of Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). iA Securities is a trade name and business name under which Industrial Alliance Securities Inc. operates.

This information has been prepared by Paul Green, Portfolio Manager for HollisWealth®, a division of iA Securities, and does not necessarily reflect the opinion of iA Securities. The information contained in this website comes from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any the securities mentioned. The information contained herein may not apply to all types of investors. Paul Green and Dave Harris, Portfolio Managers, can open accounts only in the provinces where they are registered. For more information about HollisWealth®, please consult the official website at Green Private Wealth Counsel is a personal trade name of Paul Green.

Insurance products provided through Hollis Insurance Inc.