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Discover a personal approach to group planning A Consultative Process in a
Boutique Environment


HomeMunter Westermann Admin2020-11-06T17:38:05-05:00

Our all-inclusive service integrates group benefits,
individual planning and retirement strategy.




Find out how we do it


Optimize talent and drive growth.







View our value-added services that mitigate both risk and cost


IN MANY INDUSTRIES TODAY, IT TAKES CONSTANT
REINVENTION JUST TO STAY COMPETITIVE.

For those businesses who lead, it’s because they’ve raised the standard of every
aspect of their organization – including employee benefits and retirement.



Navigo Financial brings together a boutique style of full-service
plan management, and the extensive resources often associated
with large firms, into a consultative approach designed to
help our clients optimize talent and drive growth.







WE’RE A BOUTIQUE FIRM WITH BIG RESOURCES.




SMALL-FIRM BENEFITS:

It’s our belief that maintaining high standards for group benefits is possible
only in a boutique environment, where you have a tight-knit team that is fully
engaged in what matters to your organization and your employees.




BIG-FIRM RESOURCES:

When everything from technology to liability and legal precedents evolves at a
remarkable rate, it’s essential to draw from the best and most up-to-date
practices and
solutions available. That’s why we’ve aligned ourselves with extensive
resources.







+ + + +
Technology-Enabled
Approach
With access to Canada’s largest association of independent group benefits
advisors, we draw on the best practices, thought leadership and collective
knowledge of some of the best in the industry.
X
Best Practices of
175 Leading Advisors
With access to Canada’s largest association of independent group benefits
advisors, we draw on the best practices, thought leadership and collective
knowledge of some of the best in the industry.
X
With access to Canada’s largest association of independent group benefits
advisors, we draw on the best practices, thought leadership and collective
knowledge of some of the best in the industry.
X
Preferred Provider
Network
With access to Canada’s largest association of independent group benefits
advisors, we draw on the best practices, thought leadership and collective
knowledge of some of the best in the industry.
X
Unique Offerings from
7500 Benefits Plans



LEARN MORE ABOUT THE ADVANTAGES OF WORKING WITH US.


Explore more




HOW EFFECTIVE IS YOUR GROUP BENEFITS STRATEGY?

Tell us about your organization, and we’ll show you
how to elevate your group planning strategy.





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Navigo Financial Solutions Inc.
1464 Cornwall Road, Unit 1, Oakville, ON L6J 7W5
tel: 905 829-3777
fax: 905 829-2540



 * About
 * Our Story
 * Our Team
 * Products & Partners
 * Benefits Alliance Group


 * Services
 * Group Benefits
 * Executive Benefits
 * Group Retirement
 * Individual Wealth Planning


 * Advantages
 * Retirement Focus
 * Proactive Risk Management
 * Education & Training
 * Custom Communication
 * Technology Platform


 * Community
 * Community Involvement
 * Educational Resources



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