Navacord Expands into High-Net-Worth Life Insurance and Estate Planning with Vanta Group, Forming Navacord Vanta Life
Toronto, ON, May 28, 2025 – Navacord Corp., one of Canada’s largest and fastest-growing multi-line insurance brokerages and financial services firms, is pleased to announce its recent partnership with Vanta Group Life Inc., effective April 1. As Vanta Group Life joins Navacord, they will operate as Navacord Vanta Life.
Founded in 2015, Vanta is led by partners Rich Groom, Noah Jones, John Huot, and Charles Park. The firm specializes in advanced life insurance strategies and succession planning for business owners, professionals and high net worth clients.
Vanta Life is proud to join Navacord, strengthening its ability to serve clients navigating the largest intergenerational wealth transfer in history. With national scale and an in-house team of insurance, financial, and underwriting professionals, Vanta’s expertise positions them as a valuable Navacord resource for all Broker Partners to leverage with existing business clientele.
“This partnership enhances our ability to protect and preserve our clients’ estates and financial legacy. Integrating with Navacord’s 75,000 commercial clients, Vanta is ready for a new chapter where we can grow, scale, and be part of something bigger with Navacord,” says partners Groom, Jones, Huot, and Park.
Vanta brings deep expertise in tax-efficient estate planning and risk mitigation, and takes great pride in building long-term relationships with clients and their advisors.
“We are pleased to welcome Vanta Life to Navacord’s high net worth portfolio and commemorate their expertise with the new brand of Navacord Vanta Life,” says T. Marshall Sadd, Executive Chairman, Navacord. “This firm adds a valuable dimension to our financial services capabilities, reinforcing our continued commitment to delivering specialized solutions from coast to coast.”
This marks Navacord’s second partnership in the life insurance space in the past six months, supporting its diversification strategy as it positions itself to become Canada’s largest financial services brokerage. It also completes the full integration of the Vanta Group within Navacord; Vanta Benefits and Vanta Wealth joined in 2022 and 2023 respectively.
About Navacord
Founded in 2014 and headquartered in Toronto, Ontario, Navacord is one of Canada’s largest and fastest growing multi-line insurance brokerages and financial services firms. With $5 billion in premiums, Navacord stands as a leader in commercial and personal insurance, travel and specialty, group benefits, and financial planning.
Built on the vision of keeping the Canadian entrepreneurial spirit alive, we have grown to operate over 50 local brands from coast to coast. Our expert advisors deliver local touch service, trusted advice, and tailored solutions alongside Navacord’s national strength and resources.
Navacord has become the preferred partner for entrepreneurial insurance brokerages seeking to grow as a part of something bigger while maintaining a commitment to client success and their ability to support their communities.
About Vanta Group Life
Vanta Group was founded to bring clarity, structure, and technical depth to the complex needs of high-net-worth clients and business families. With a team of insurance professionals, CPAs, and market experts, Vanta provides dynamic, tax-optimized strategies for succession and estate preservation.