Insurance, Benefits & Pensions

Adept. Aware. Responsive.

Capital Culture

For decades, we’ve helped our clients stay ahead of the curve.

We’re invested in the prosperity of entrepreneurs, business owners, executives and professionals across Canada.
Adept, aware and responsive, Vanta stands alongside clients, enhancing their advantage.

Diverse solutions for a diverse population

Our clients come from many walks, but there’s one thing they all have in common: the ambition to make big things happen. And, Vanta Group is right beside them, enhancing their advantage.

From group health insurance and benefits, to risk management, life insurance and pension planning.

Our Services

Our advisors know how to maximize and protect your financial assets.


Insurance remains one of the pillars of savvy financial planning—whether it’s life insurance for corporate or personal needs, or critical illness and disability coverage. With its unique tax treatment, insurance can be leveraged to protect assets, create liquidity, replace income, fund taxes and debt, reduce risk and transfer wealth.

Group Benefits

Protecting your employees with group benefits safeguards your business. Employee benefits planning continues to evolve in Canada–rising drug costs, health and wellness solutions, flexible benefits and disability management are all part of the landscape. The success of any business depends on its people–protect your greatest assets with a well-structured plan.


Retirement and pension planning guarantees individuals and employees have the required income and capital to enjoy their golden years. A critical component of smart financial planning is ensuring pension and retirement assets are invested to achieve the appropriate risk-adjusted return.

Risk Management

Proper planning involves more than a financial outcome. Stepping back to look at the whole picture often exposes risk: future taxes payable, loss of key individuals, and liquidity. Our team is equipped to see the big picture and provide solutions that mitigate and protect against risk.

Get calculated with your future

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COVID-19: We Are Here To Help

The COVID-19 crisis has had an unprecedented global impact and we understand this is an overwhelming time for business owners and employees alike. Vanta Group is dedicated to keeping our clients informed and providing advice and guidance to support businesses during this difficult time. We recognize the direct link between the COVID-19 crisis and employer benefit programs, as well as the financial impact this outbreak is having on Canadians. In response, we are providing frequent updates to our clients including sample communications for employees, insurance carriers’ responses to the crisis, and important considerations for your benefit program. To join our mailing list and receive pertinent information relating to employee benefits, please contact

Vanta Group remains fully functional and are working beyond our usual hours to ensure our clients’ needs are met.  We have taken the following steps to ensure the health and safety of our staff, and do our part to reduce the spread of COVID-19:

  • Closing our office to the public. The Vanta team remains accessible by phone or email.
  • Creating mobile work stations for our employees so we can effectively work remotely from home
  • Moving in-person meetings to web-based platforms or conference calls

If you have questions, concerns, or need assistance navigating this crisis, we encourage you to reach out to your Vanta advisor for support.  Not a client but have an urgent question? Contact and we will connect you with one of our experienced advisors.