Canadian Business Awards 2020

CORPORATE VISION / Canadian Business Awards 2020 23 , Dec19041 The world of insurance is one that few people understand, but everyone can benefit from. With a business that revolves around the bespoke, Webster Benefit Consultants is the one-stop-shop that ensures you’re not only getting the best insurance deals, but the deal that will move you closer to your long-term goals. We caught up with them to find out how their more personal approach has set them apart from their bigger competitors. Family owned and operated since 1984, Webster Benefit Consultants (WBC) has managed to achieve tremendous success through the establishment of clear and achievable financial strategies that clients can simply feel good about. As our clients’ lives change, the importance of Webster Benefit Consultants’ role in financial proceedings becomes more important. Founded by brothers Garnet and Joseph Webster, Garnet is a Chartered Accountant, and was a manager at a national accounting firm before leaving to establish Webster Benefit Consultants. With much of the business’ advice being directed toward small to mid-size business owners and families, the focus of the WBC team is to build strong and ongoing relationships with their clients. This is in direct contrast to the trend towards online service provision that equates to impersonal advice. The importance of independent financial advice will become more important as more and more people are forced to adapt to this new reality of life. Those who seek Webster Benefit Consultants appreciate the personal approach, and this has encouraged the team to increase the annual touchpoints as well as face-to-face meetings. With clients feeling more valued, there has been a clear rise in referrals. Of course, it isn’t just the more personal approach that has made Webster Benefit Consultants a success. This works alongside the exceptional technical advice that the team is able to provide to clients. Working with large financial institutions, it is possible for Webster Benefit Consultants to find the ideal solution for each individual case. With investment and insurance products, as well as tax codes, always evolving, it is not always straightforward to find the most effective financial planning approach. As many of the firm’s clients are incorporated business owners, the solutions are usually particularly sophisticated. With the firm consisting of a Chartered Accountant and 3 MBA’s, it is particularly well adapted to handling these challenges and finding solutions that works for each client. The importance of staying up to date with the latest developments is something that Webster Benefit Consultants appreciates in all aspects Best Life Insurance Products Provider 2020 The world of insurance is one that few people understand, but everyone can benefit from. With a business that revolves around the bespoke, Webster Benefit Consultants is the one-stop-shop that ensures you’re not only getting the best insurance deals, but the deal that will move you closer to your long-termgoals. We caught up with them to find out how their more personal approach has set themapart from their bigger competitors. of its business. Within the company, there is a priority of delivering detailed reports that not only highlight past performance but provide clear suggestions on a go forward basis. Communicating this information to clients is one of the more important services that WBC can bring, reassuring them that their service is not only operating smoothly but is bringing them the optimal benefit. The insurance and investment industry have traditionally depended heavily on paper, however that is not sustainable. Webster Benefit Consultants is excited about the opportunity to adopt a digital approach aiming to be paperless by 2024. Bridging the gap between what a client needs and the capabilities of larger institutions, Webster Benefit Consultants plays an essential role in the world of insurance. Its cultivation of relationships, combined with an in time technical knowledge of the industry, allows its clients the opportunity to make clear decisions based on all pertinent data. Contact Details Company: Webster Benefit Consultants Contact: Joseph & Andrew Webster Website: websterbenefits.com