Business Details
32 Years
experience
Trusted Financial Advisers for Canadians Nationwide
Founded in 1994, our organization has built a reputation for delivering tailored financial solutions to Canadians and Canadian businesses. With a team of 40 experienced professionals and strategic partnerships across the industry, we combine the strength of a national provider with the personalized service of a local advisor. Our approach focuses on understanding the unique needs of each client, whether an individual planning for retirement or a business seeking comprehensive benefits programs. We leverage our extensive network of partners to negotiate competitive rates while maintaining direct client relationships. Our commitment to innovation ensures access to modern tools like our WEBS online administration platform for seamless benefits management.Through regular communication and transparent reporting, we help clients navigate complex financial decisions with confidence. Our expertise spans group benefits, retirement planning, wealth management, and insurance solutions, all designed to support long-term financial security. By prioritizing relationships over transactions, we aim to be a trusted partner throughout every stage of our clients' financial journeys. This dedication to personalized service has allowed us to grow while maintaining our founding principles of trust and community engagement in Prince George, BC.
Services
Group Benefits
Group Retirement Plans
Wealth Management
Individual Insurance
Pension Solutions
Tax Planning
Health Spending Accounts
Travel Insurance
Critical Illness Coverage
Disability Protection
Details
- Year established: 1994
Highlights and features
- We offer 24/7 online benefits administration through our WEBS platform
- Our partner network secures competitive rates for group benefits programs
- Customized solutions for businesses of all sizes and industry sectors
- Experienced team of 40 financial professionals with local expertise
- Proactive communication and transparent reporting throughout plan lifecycle
Associations and certifications
- Aligned Capital Partners Inc.
- GroupHEALTH Benefit Solutions
Services
Group Benefits
Customized health and dental plans for Canadian businesses, featuring competitive rates through partner networks. Our solutions include extended healthcare, vision care, disability coverage, and flexible spending accounts. We provide implementation support and ongoing administration through our WEBS online platform.
Wealth Management
Comprehensive investment and retirement strategies for individuals, including RRSPs, TFSAs, and tax-efficient savings plans. Our advisors create personalized roadmaps for financial security at every life stage, from young professionals to retirees.
Group Retirement Plans
Tailored retirement savings options for employers, including group RRSPs and defined contribution plans. We help businesses establish cost-effective plans with pooled investment benefits and tax advantages for both employers and employees.
Individual Insurance
Life, disability, and critical illness insurance products designed to protect families and financial assets. Our advisors provide personalized coverage assessments and ongoing policy management to ensure evolving needs are met.
Health Spending Accounts
Customizable healthcare reimbursement plans that give employers and employees greater control over medical expense coverage. We help implement these accounts as part of comprehensive benefits packages with tax-efficient advantages.
Questions
What services does CBIG offer for Canadian businesses?
We provide customized group benefits, retirement plans, and pension solutions for Canadian employers of all sizes.
How does CBIG help with individual financial planning?
Our wealth management services include retirement planning, investment strategies, tax optimization, and personalized insurance solutions.
Are CBIG's benefits plans available nationwide?
Yes, we serve clients across Canada through our national network of partners while maintaining local service delivery.
How does CBIG ensure competitive pricing for group benefits?
Our partnerships with providers like GroupHEALTH Benefit Solutions enable bulk purchasing power and cost-effective plan options.
What makes CBIG different from other financial advisors?
We combine corporate strength with personalized service, offering both national resources and local relationship-based advisory support.
