Canada’s Premier Independent Advisory Firm

Crossgrove & Company is a full service firm – offering financial planning and risk management solutions, group benefits & retirement, and investment strategies for people seeking to build, preserve, and transfer wealth.

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Who needs personal insurance?

Did you know?

Over 66% of Canadians feel they are vulnerable to gaps in coverage or are underinsured – according to a study by Edward Jones

For a 25 year-old female, non-smoker, the probability of dying, becoming disabled, or critically ill before 65 yrs of age is: 52%. The younger you are, the less you’ll pay for coverage (all else being equal). Lock in low rates today!

20%

Risk of Critical Illness Before Age 65

43%

Risk of Disability Before Age 65

5%

Risk of Death Before Age 65

Life Insurance »

Critical Illness Insurance »

Disability insurance »

 

Attract & Retain Key Employees with a Group Benefit & Retirement Plan

Why implement a Group Benefit plan?

  • Tax efficient employee compensation
  • Protect investment in Employees
  • Reduce absenteeism and increase productivity

Group Benefit Plans are a crucial element in attracting and retaining the very best employees. They are also one of the few remaining forms of tax-effective compensation in Canada, and yet most plans are designed with little attention to the individual client.

At Crossgrove & Company, our team has decades of experience advising clients on their group benefit needs. Using our Acumen Benefit Audit we do a full check-up of your businesses needs, and then offer strategic advice and planning to optimize the performance of the benefit plan.

Save 10% or more on a plan with Equal or BETTER Benefits

Group Benefits »

Group Retirement »

 

Protect & Accumulate Wealth by reducing drags on investment performance

Why choose Crossgrove?

  • Low Fees
  • Capital Preservation
  • Tax Efficiency

Our Investment Approach

As we believe that client relationships are vital for success, we do not define you by a single asset mix, risk profile, or investment policy. By understanding your individual goals and objectives, Crossgrove & Company can review and advise what is best for your unique needs. And by focusing on areas under our client’s control, we strive to outperform other options by reducing known drags on investment performance such as Fees, Taxes and Investor Behavior.

TFSA Wealth Management »

RRSP Wealth Management »

Testimonials

What Crossgrove clients are saying

4.8 Google Reviews

Ryan Abresch

Ryan Abresch – Controller

Workforce, Inc.

As the Controller for our company, I highly value the reliable, prompt, and friendly service provided by our benefits provider, Crossgrove and Company. They consistently go above and beyond in meeting our needs, ensuring our team receives quick responses and efficient support with every interaction. Their dedication to exceptional service helps us provide our employees with high-quality benefits, which makes a positive impact on our organization.

Shelly Berlin

Shelly Berlin - President

Berlin Eaton & Associates Ltd.

For decades, we've relied on Crossgrove & Company for our Critical Illness and Long-Term Disability Insurance needs, and their service has consistently exceeded our expectations. The team has always been incredibly helpful, providing timely and poignant advice whenever we've needed it, and at critical junctures. Their responsiveness and commitment to our wellbeing give us confidence that we’re in good hands. We highly recommend Crossgrove Insurance for anyone looking for reliable coverage and exceptional service.

Angela Recollet

Angela Recollet, E-niigaazid/CEO

Shkagamik-Kwe Health Centre

As an Anishnawbek organization, caring for our team's well-being is not just an obligation; it's a reflection of our values. Crossgrove & Company has been an invaluable partner in this journey, going beyond traditional brokerage to truly understand our needs and find the best plan design for our unique team. Their commitment to securing a plan that supports our employees’ health, at a competitive rate, has allowed us to care for our team in a way that aligns with our principles.

Kristin Young

Kristin Young

Insurmax Inc.

I just used the member health app to get a referral for orthotics since my NP wasn't able to see me until August 20th!?!?!? I can't believe how quickly the doctor called me and how easy it was. Not only did I get a referral for orthotics but he also is going to find me a sports therapist! Im super happy with this… Unreal! Too easy!

Frank Van Gool

Intersol Consulting Associates

Crossgrove & Company has provided our firm with better than competitive rates and has worked hard to accommodate our unique requirements. I would recommend their services to anyone.

Gary Chein

President, GFS Consulting

Crossgrove & Company provided GFS consulting with a complete review of our existing benefits program, and were able to secure a program that offered greater coverage and value, at significantly lower monthly premiums – a win-win…

Valerie Ravary

Senior Consultant, Flaman Management Partners

I found the services of Crossgrove & Company to be excellent. The team of professionals were particularly thorough and extremely patient, always striving to ensure I received the product most suited for my specific needs. I really appreciated the fact that no pressure tactics were employed, something that tainted my ...

Casey Plaizier

President, Greenhill Consulting

I received prompt courteous, personal and knowledgeable service from Crossgrove & Company. Additionally, dealing with them saved me valuable time. No need to ‘shop’ when working with these professionals.

James Van Slyck

Principal, Tiburon Management Consulting

I consider the services offered by Crossgrove & Company to be great. I want to acknowledge Crossgrove's good service.

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Victor Rocine

President, Change Integration Systems

The Crossgrove Team is action and results oriented. I value their knowledge and professionalism. They have listened and identified our needs for 10 years