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Services

Our services are the cornerstone of the Adisa Advantage

At Adisa, we have assembled one of the most qualified benefit advisory teams in the Lower Mainland. All partners have over 20 years of experience in the business, and all have used their Certified Financial Planning designation as a springboard for further education. As small business owners ourselves, we understand the challenges of working ‘on’ your business, while also taking care of the tasks that require you to work ‘in’ your business. Our role is to simplify employee benefits so that you can spend more time doing what you do best. Our passion is in giving you the best information to make the most qualified decisions—for your business, and for yourself.

Group Benefits

We are dedicated to offering a wide variety of innovative cost management options for your group benefit plan. Together we will decide on the best option for you, but only after a thorough analysis of your current plan, your actual needs, and the goals of your company. Through our six-step Adisa Process, we will analyze your information to offer personalized solutions that satisfy your employee benefit goals. We will benchmark your benefits against your cohort, and solicit a variety of carriers to provide clear direction on what we believe is the right employee benefit strategy for your company.

A meticulously-designed plan will allow you to maximize employee goodwill, retention, and recruitment. In the long-term, our commitment to ongoing support and service will ensure that your plan and associated costs will be continually optimized along with the growth of your company.

Group Savings

Whether you are planning for your company’s future or helping your employees plan for theirs, you need a well-designed, affordable program that meets both of your needs. Aside from offering your valued employees the benefits they deserve, there are many advantages that make saving through a group program easier and more desirable than saving individually. If you are thinking about making changes to your current group savings program, or you decide to set up a new one, we will do an assessment of your existing program in order to make recommendations about funding and investment suitability. If you decide to proceed with any changes, we will hold an employee information session as part of the implementation process.

Wealth + Estate Planning

The Adisa team is one of the most equipped and qualified wealth and estate planning teams in the Lower Mainland. We have a Certified Financial Analyst who also has a Chartered Professional Accountant designation—who better to advise you on your investment suitability and tax efficiency? Our expert team can do the most basic planning from mortgage insurance, to corporate re-organizations and tax planning. We also offer a free review of current wills and buy-sell agreements.

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Products

Our products are the building blocks of your benefits plan

We view our products as a vehicle to get you where you need to be as the business owner—whether that be ensuring employee satisfaction, optimizing for greater peace of mind, or both. Our products also offer you the ability to meet all of your financial and tax-planning goals.

  • Group Benefits
    • Life Insurance AD&D
    • Short-term Disability
    • Long-term Disability
    • Extended Health
    • Dental
    • Critical Illness Insurance
    • Employee Wellness Programs
    • Travel Insurance
    • Ex Pat coverage(s)
    • US benefit plans
    • Fully pooled programs
    • Refund accounting
    • ASO/Self-funded
    • Cost Plus
    • Health and Welfare Trusts
    • Health Care Spending Accounts (HCSA)
  • Group Savings
    • Group RRSP
    • Group DPSP (deferred profit plans)
    • Defined Contribution Pension
  • Wealth + Estate Planning
    • Tax and Estate Planning
    • Individual Securities
    • Market Exempt Securities
    • Mutual/Seg funds
    • Individual Pension Plans
  • Individual Products
    • Life Insurance (Term, Whole life, Universal life)
    • Key Person insurance
    • Buy Sell insurance
    • Disability Insurance
    • Critical Illness
    • Retirement Benefit Plans
    • Travel Insurance
CONTACT US TO LEARN MORE

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Adisa Benefits Consultants Ltd
950 163 Street
Surrey, Bc. Canada V4A 9T8

T. 604-802-3334

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Adisa Benefits Consultants Ltd. formed an alliance with IGL Financial who has been serving the Fraser Valley for 24 years. The combined resources of ADISA and IGL will enable Adisa to offer clients the best benefits, estate planning, and investment advice and services.

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