Canada's Preferred Choice

Group Benefits & Group Investment Advisory Services

Canada's Preferred Choice

Group Benefits & Group Investment Advisory Services

Canada's Preferred Choice

Group Benefits & Group Investment Advisory Services

Canada's Preferred Choice

Group Benefits & Group Investment Advisory Services

Customized Plans to Fit Any Business

Group Benefits
& HSA

Owner & Key Person Insurance

Group Investments
& Pensions

Sole Proprietor
& Contractor

Be sure, don’t second guess whether you have the most current and affordable plans in the industry. Get a quote today!

Vision Financial Benefits provides customized benefit plans for your organization’s evolving needs whether you’re looking for the first time or want to make a change.

Our clients include executives, owners and human resource leaders.

Our vision is to be the preferred choice in Group Benefits and Group Investment advisory services for Canadian companies.

We are achieving that vision by listening closely to our clients and delivering innovative approaches to employee benefits that strengthen employee satisfaction and retention. In fact, we work hard to design programs that enhance employee’s lives.

Vision Financial Benefits brings over 13 years’ of experience in the industry. With that level of expertise, we are confident we can answer any question you have and develop an offering that uniquely fits your needs.

Click below to get a free instant, simplified quote with no medical questions.

Within Our Service Plans, We Provide:

1. Market Analysis

Evaluate your current plan design:

  • What’s working and what’s not working?
  • What’s costing you unnecessarily?
  • What are some solutions?

2. Plan Design, Assessment & Competitive Quotes

  • DESIGN plan according to your needs: As an independent insurance broker, we have access to every carrier in the market to look for best fit
  • DEVELOP plan design based on whether this is a new benefit plan or annual renewal
  • ENSURE disability programs offer adequate replacement income for employees

3. Plan Design, Assessment & Competitive Quotes

  • Flexible customer service is a priority. We work with owners and HR to provide the information needed to effectively manage your benefits program
  • Level of support aligned with your needs
  • Apply cost containment strategies: Continually evaluating rates to determine whether to go to market for additional quotes and recommend changes as company evolves
  • Ability to challenge unjustified rate increases effectively
  • Aid in identifying and solving problem areas with regards to structure and tax effectiveness

Faster Payments!

On select programs, avoid the hassle of mailing in receipts. Instead, scan or take a picture of your receipt and submit online.

How We Work With You

We Learn About Your Business

We Provide Guidance

We Design
Your Plan

We Implement Your Plan

We Provide Ongoing Support

Testimonials

Paul Barker is very knowledgeable in his field. He will take time to discuss any concerns as he truly cares about his clients. He will find the best plan at the best cost.

Ferne Jones
Finance Manager, Resicare Society of Calgary

Vision Financial
2020-10-10T01:35:03+00:00

Ferne Jones
Finance Manager, Resicare Society of Calgary

Paul Barker is very knowledgeable in his field. He will take time to discuss any concerns as he truly cares about his clients. He will find the best plan at the best cost.

I worked with Paul to secure an employee group benefit plan for my company - he provided several quotes from different providers and diligently followed up on any questions or concerns. I am are very pleased not only with the significant savings our company has realized in changing to a new benefit provider but also with Paul's very timely and professional follow up with any queries. Thank you Paul!

Sandra Moore, CPA, CGA
Controller at Slokker Canada West Inc.

Vision Financial
2020-10-10T01:35:27+00:00

Sandra Moore, CPA, CGA
Controller at Slokker Canada West Inc.

I worked with Paul to secure an employee group benefit plan for my company - he provided several quotes from different providers and diligently followed up on any questions or concerns. I am are very pleased not only with the significant savings our company has realized in changing to a new benefit provider but also with Paul's very timely and professional follow up with any queries. Thank you Paul!

Paul and the team at Vision Financial have more than satisfied our company needs. They are, hands-down, the hardest working professionals we know. I recommend Vision Financial wholeheartedly and without hesitation.

Greg Alvas
Owner, Rock Point Cabinets

Vision Financial
2020-10-10T01:33:31+00:00

Greg Alvas
Owner, Rock Point Cabinets

Paul and the team at Vision Financial have more than satisfied our company needs. They are, hands-down, the hardest working professionals we know. I recommend Vision Financial wholeheartedly and without hesitation.
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About Vision Financial

We will help you by providing a lifetime of solutions for both corporate and personal financial affairs.

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