Who We Are
PBL Benefits Limited is a full service group benefits and pension advisory firm. We offer a complete range of consulting and planning services to employers across Ontario. Our clients value the depth of our experience, and insight into group benefit and retirement trends relevant to their particular needs. In today’s environment of changing market trends and legislation, we provide the experience and expertise our clients need to make sound business decisions regarding their group benefit and pension plans. Clients also value our commitment to unsurpassed client service, the transparency of our fees and the strong relationships we forge.
Our Commitment to You
Our team of group benefits and pension planning experts have one goal: to deliver value and unparalleled service to our clients and continuously earn their trust. We believe in raising the bar on what you expect from your advisor by listening to your needs, providing meaningful and relevant advice, creating client actions plans and flawlessly executing those plans to exceed your service and advisory goals.
What to expect from our Engagement Process
A PBL Benefits engagement process begins with a client meeting, to give us an understanding of what is important to you and your organization.We take time to understand your key objectives and concerns. The process is important, because it allows us to deliver value to our clients on the decisions that matter most. To begin with, we explore:
- Current Plan Design
- Cost containment considerations
- Benefits of Self-insurance (if any)
- Health Care Spending Accounts
- Employee Assistance Programs (EAP)
- Critical Illness considerations
- Cost Plus
- Commission and Fee Transparency
In addition, we want to learn about your expectations from a service and reporting perspective. We work with our clients to ensure that we deliver what you expect, and on your schedule. This includes claims reports and updates, plan reviews with your Advisor and day-to-day service support.
