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Vantage%20Final%20Logo%20-%20White_edite

We are vantage advisory.

Tailored employee benefits solutions for thriving businesses

Attract. Retain. Succeed.

Vantage%20Final%20Logo%20-%20White_edite

ABOUT vantage

Vantage Corporate Benefits Advisory's primary focus is to work with our clients to create tailored employee benefits solutions for their growing and thriving businesses. Every business leader knows that you are only as good as the team that you surround yourself with. Vantage Advisory will help you create a culture that you can be proud of by simply listening to your unique needs and building solutions to suit them. With employee benefits being the focus of your Vantage Advisory team, we are able to stay on top of any changes in the marketplace. Let us help you design and manage the perfectly suited program for your unique business.

 

what sets us apart

FULLY DIGITAL PROCESS

We conduct our initial meeting over the phone and presentations over Zoom video calls.  Reducing our in-person meetings  has proven to dramatically increase our efficiency and allow us to take care of our clients and their needs much more effectively. 

personlized service

Say goodbye to the impersonal experience and being passed around from one department to the next. You have direct access to our team via text, phone, email or video chat. We love the personal relationships we build with our clients and feel this is something that sets us apart.

customization & value

We dive into what your goals are, and what type of benefits you are looking for.  We then obtain quotes from all of the major insurance companies in the market. This allows our team to analyze the results find a program that suits your needs and budget perfectly.

No paperwork needed

All plan administration is done digitally, no need for paperwork. Employees can submit claims online, pull up their digital drug card on the go and check their coverage balances at any time.

what to expect

We absolutely love building long term relationships with our clients and we have no doubt that technological enhancements (specifically Zooming) creates a far more efficient relationship. If you are expecting your agent to drop by and collect your monthly cheque in person and give you an old calendar with their picture on it at Christmas, then we may not be the firm for you! Our systems and processes are based on efficiencies, technology and having fun. Whether you need help with anything from regular plan administration to working through your plan renewals, our clients love how quickly we are able to turn around responses and solve any potential issues. While building the Vantage Advisory success formula for our clients has been years in the making, we are still up for a good old-fashioned lunch or golf game (on us) if you really need to get out of the office :)

meet the partners

Jordan Armstrong

Managing Partner

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Shawn Perryman, CFP

managing partner

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vantage point process

1

first glance

To ensure a great fit, a 15 minute Zoom or phone call with our team will allow us both to get a sense of whether your needs match our expertise. If we aren't a fit for each other, we will be happy to point you in the right direction.

2

 

deep dive

We want to know more about what makes you tick. Identifying your needs, goals & corporate culture will help us determine the direction we need to point you. After diving into your unique situation, we will have the insurance companies fight for your business and identify who is the best fit for you while ensuring competitive coverage and value. 

3

 

the

lowdown

We work for YOU, not the insurance companies.

 We'll set up a time to show you how our tax-efficient solutions will improve your current situation. Working with our team will save you valuable time and energy.

4

 

sleep on it

Take your time to decide whether to hire us. This is an important decision and we want you to be comfortable with whatever direction you decide to go.

5

 

get the ball rolling

At this stage, we'll go to work for you. Our team will guide you through our fully digital enrollment process, educate you on your new program, and take care of any questions along the way.   From administration & claims inquiries to changing needs, we are available to assist and make sure you can focus on your greatest asset, your business.

what clients are saying...

“Once meeting with the team, we knew they would do what it takes to get the best insurance packages for our company. We are extremely happy with their services and would highly recommend them”

Troy H.

we work for you

We are brokers, which means we work for you, not the insurance companies. We have built great relationships with the top providers and survey the market to find you the best value available. Here are some of the companies we currently recommend to our clients: 

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MyHSA.png
RBC.png
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Victor.png
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RWAM.png
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