confidential review

how does your benefit plan measure up?
the answer shouldn't be top secret.

Two business people planning work around table

TWG’s confidential review is a complimentary service that will help you uncover any cost savings available while addressing and containing future costs with full disclosure plan recommendations. In the end you will be well informed of where your organization fits in today’s benefits arena and know how to take action.


The key to a successful benefits plan starts with gaining an understanding of the current program. TWG will identify your plan Hot Spots. Experience the difference between being listened to and being heard.


TWG has strong preferred provider relationships. We can negotiate the best pricing, influence
carriers and act as an advocate for our clients.


Avoid the doppelganger effect. No two plans should look the same because no two clients are the same. TWG excels in providing strategically tailored plans that align with the employer and employees. Through confidential reviews, TWG manages to cut costs while still maintaining or increasing employee benefits.

Let The Williamson Group provide you with first class benchmarking of your plan within your sector in Canada.

Our Partners

Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other products and services are offered through The Williamson GroupA Cowan Company.

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