Navacord Continues its Benefits & Financial Services Build with Three New Partnerships
Toronto, ON, April 3, 2023 – Navacord Corp. is pleased to announce its recent partnerships with Tolmie Financial and Canadian Benefits Consulting Group, effective March 1, 2023.
Tolmie Financial, based in Windsor, Ontario, is well-known within the local community as a trusted expert in wealth management and insurance planning. With Dan Tolmie and his son Jake Tolmie as the primary financial advisors, the family-owned practice forms strong connections with clients, which include families and businesses, and well-earned confidence that their investments, insurance plans, and estates are in excellent hands.
Through this partnership, Tolmie Financial will become part of Selectpath Benefits & Financial, a fellow Navacord Broker Partner with whom they share many synergies, with respect to their company values and approach to client relationships.
“At Tolmie Financial, we always say that whatever is in the best interest of the client is also what’s in our best interest,” says Dan Tolmie, Financial Advisor. “As someone who’s been in this business and servicing our clients for nearly 40 years, we elected to come together with Navacord and Selectpath because they not only understand the importance of forming transparent and loyal connections with clients but also because they’ll enable us to broaden our offerings.”
Canadian Benefits, based in Toronto, Ontario, services primarily unions across the country, on both a regional and national scale, and in many industry sectors.
“We are excited to become part of the Navacord group and leverage our resources moving forward to continue providing expert services for our clients and unions across Canada,” says Roy Rastrick, President and CEO. “What we offer at Canadian Benefits is a unique side of the business and we’re proud to bring this specialized area of work to Navacord.”
Shawn DeSantis, President and CEO of Navacord, adds, “What Tolmie Financial and Canadian Benefits each bring in their partnership is invaluable and we look forward to expanding our expertise while working with them to continuously grow their businesses.”
Along with the aforementioned deals, Navacord welcomed Vanta Wealth to Lloyd Sadd Consulting, the recently added benefits and retirement arm of Lloyd Sadd Insurance Brokers, effective February 1, 2023.
These partnerships mark a significant step forward for Navacord as they continue to expand their presence in the financial planning and group benefits and retirement sectors, while also reinforcing their position as the leading provider of comprehensive insurance and risk management solutions in Canada.