Benefits built for
performance.
Designed for people.
Strategic, sustainable programs delivered with the highest service level in market. We bring intelligent, and creative solutions to every plan we build and support.
Your group benefits advisor experience
At Singer Steinberg, we believe the best advisory relationships are built on listening, creativity, and genuine partnership.
We Customize
Before we advise, we understand. We take the time to learn your business, your people, and your goals so every recommendation is truly tailored to you.
We Execute
Cookie-cutter plans don't cut it. We design innovative, cost-effective solutions that maximize value for your team while keeping your business strategy front and centre.
We Build Relationship
We're long-term partners in benefits - always available, always responsive, and always in your corner.
Service that sets the standard
We work to support clients wherever they are in their business life-cycle. From start-up, to series A-C fundraising, all the way through to established businesses, we lean into what clients need rather than a standardized approach.
Fast & Responsive
Same-day responses, streamlined processes, and a 1-page renewal approach that respects your time.
Analytical & Data Driven
CPA-trained minds with deep industry expertise. We don't just manage - we optimize and innovate.
Human & Compassionate
Business-first thinking with genuine compassion. We see people, not just policies.
Proactive Service
We don't wait for problems. We anticipate needs, flag opportunities, and keep you ahead of market changes.
Approachable
Insurance doesn't have to be dull. We bring genuine warmth and positive energy to every interaction with employers and employees alike.
Full-Scope Support
From claims advocacy to cross-border programs, our services extend well beyond the typical broker offering.
Health, dental & beyond
To maximize the employee group benefits experience, we focus on ensuring companies can offer a strategic and sustainable plan with the highest service level in market. We understand that employee group benefit plans make up a significant portion of a company's total rewards offering, so we work closely with People Operations and Management teams to ensure alignment with recruitment, retention, and budget.
Our annual renewal process has been crafted to make things simple, easy to understand, and time efficient - delivered with a 1-page document that removes clutter and noise.
Getting started with Singer Steinberg is easy
New Plan Assessment
We take a deep dive into your business, workforce, and goals to design a group benefits plan built specifically for your team — not a one-size-fits-all template.
Current Plan Review
Already have a plan? We benchmark it against the market, identify gaps in coverage, and surface opportunities to improve value for both the business and employees.
Cost Savings and Efficiencies Support
Through smart plan design, carrier negotiations, and ongoing claims analysis, we find real savings without compromising the quality of coverage your people deserve.
Retirement savings plans that support your people & culture
A well-designed Group RRSP is one of the most powerful retention tools in your total rewards package. We help you build programs that employees truly value - with education sessions that make investing feel accessible, not intimidating.
Strategic Planning
We design RRSP and DPSP programs that align with your overall compensation strategy and help attract top talent.
Financial Education
Engaging employee sessions that demystify investing and empower your team to make confident financial decisions.
Ongoing Management
Continuous monitoring, provider benchmarking, and plan optimization to ensure your RRSP and DPSP program stays competitive.
Your group retirement savings plan journey
Needs Analysis
We assess your workforce demographics, budget, and goals to determine the ideal structure for your company.
Provider Selection & Design
We source the best providers, negotiate fees, and design a plan with the right fund lineup and matching structure.
Enrollment & Education
We run employee education sessions, handle enrollment, and provide ongoing support to maximize participation.
Protection and tax planning for your Professional Corporation
With our expertise and in depth knowledge we support business owners with long-term tax planning strategies by leveraging insurance products in the market.
Help your team thrive financially
Financial stress is one of the leading drivers of lost productivity in the workplace — and most employers never see it coming. Through our partnership with Finlotus, a Canadian financial wellness company, Singer Steinberg clients get access to personalized 1:1 money coaching built around each employee's unique financial life.
Because a benefits plan that takes care of the whole person performs better for everyone.
Real conversations about money
Finlotus 1:1 money chats give employees a judgment-free space to work through their financial questions, stress, and goals — the kind of support that makes a genuine difference in people's lives.
Woven into your benefits
Singer Steinberg is the only benefits broker that brings Finlotus financial wellness directly into their client offering — meaning your employees get access to personalized coaching as part of the plan, not as an add-on they have to seek out themselves.
Support inside work and out
Financial stress doesn't clock out at 5pm. Finlotus works with employees on their whole financial picture — building confidence, reducing anxiety, and helping your people feel more grounded at work and at home.
The people behind the plan
With deep roots in accounting and finance, our founders bring a unique business-first perspective to benefits advisory - combined with the warmth of people who actually enjoy what they do.
Adam Singer
Adam's background in insurance dates back over 20 years while working in the private client sector for a series of private companies and advisory firms. In 2016 Adam ('Singer') joined with fellow CPA Elan ('Steinberg') to form Singer Steinberg Group Benefits Advisory to bring together years of experience to clients all across Canada and the USA. As a finance and human resource leader Adam leverages his unique business background to help his clients strategically build and manage Group Benefits and Retirement Savings Plans.
Sara Rice
Sara specializes in group benefit planning where she works with clients to support company initiatives and programs within the entire total rewards experience. Sara helps clients with traditional plan support as well as a range of value added services including payroll, compliance and tax recovery in order to truly supply the highest service level in the market.
Elan Steinberg
Elan's career started at KPMG where he earned his CPA designation. He worked for almost a decade in a CFO capacity supporting locally and internationally owned Canadian companies scale and grow. Elan leverages his finance background to support all Group Benefit and Retirement Savings Plan clients in addition to supporting business owners with guidance through selecting corporately held insurance products.
Jen Scharien
Jen specializes in group retirement planning, working with clients to support company-sponsored RRSP and DPSP plans. She supports all clients across both group benefit and retirement savings plans, with an additional focus on financial wellness and one-on-one support. Jen founded a financial wellness company in early 2020 that has since become the backbone of the Singer Steinberg employee financial wellness experience.
Let's start a conversation
Whether you're exploring a new group benefits program or evaluating your current coverage. We'd love to hear from you.
Send us a message
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