March Navacord / Executive Updates
Navacord’s Benefits Practice Takes Roots in New Industries with Arbutus Financial Services
TORONTO, ON, March 16, 2022
Navacord Corp., a leader in risk management services and group benefits and retirement solutions is pleased to announce the addition of Arbutus Financial Services, effective March 1, 2022.
With locations in Vancouver and Nanaimo, Arbutus Financial provides a corporate portfolio including group benefits and retirement consulting, and individual financial planning, wealth management and life insurance solutions. Arbutus Financial brings a diverse range of sector specialization to Navacord, including deep expertise within the mining, gaming technology, software, and film industries.
“We are always on the lookout for strong Broker Partners and Arbutus demonstrates the growth track record, local-touch service, and community connection that aligns with Navacord’s values,” says T. Marshall Sadd, Executive Chairman, Navacord. “We are excited to continue the collaboration and to see what we can build together.”
Known for their PACT client promise (Professional, Accountable, Committed, Thorough), the team at Arbutus provides a comprehensive, tailored approach to their solutions. They take pride in helping clients achieve business and personal financial confidence both now and in the future.
“We work tirelessly to gain the trust of our clients, with a very intentional focus on getting to know them at a personal level,” says Neil Menzies, President of Arbutus Financial. “The national reach and core values of Navacord will help to propel us into the future with strength and confidence. Joining them is the next natural step in elevating our business.”
The addition of Arbutus Financial Services marks Navacord’s fifth partnership this year, reinforcing a strong start to 2022 for the fastest-growing commercial brokerage in Canada.
“As our national benefits, pension and retirement practice continues to grow, it’s exciting to see our value proposition resonate with industry leaders like Arbutus Financial,” says Shawn DeSantis, President and CEO, Navacord. “We are eager to help them grow and thrive in British Columbia and beyond.”
Founded in 2014 and headquartered in Toronto, Ontario, Navacord is one of Canada’s top four
commercial insurance brokerages. With over $2.5 billion in premiums, Navacord stands as a leader in group insurance and risk management solutions. From commercial and personal insurance to surety, employee benefits and retirement consulting, Navacord leverages national strength and resources with the local-touch service of industry-specialized Navacord Broker Partners to deliver the trusted advice, expertise and custom insurance solutions clients need to face the future with confidence.
With a unique ownership model and value proposition, Navacord is the preferred partner for entrepreneurial insurance brokerages seeking to grow as a part of something bigger, while maintaining their distinct identity and culture.
About Arbutus Financial Services
Founded in 1997, Arbutus Financial provides comprehensive financial services to businesses and individuals from their locations in Vancouver and Nanaimo. Through their comprehensive approach to developing long-lasting and quality relationships with clients, their personal, intimate business outlook has become the firm’s trademark. Arbutus Financial takes pride in helping their clients achieve financial confidence, and brings transparency, clarity, and honesty to everything they do.