HUB International Limited is a prominent global insurance brokerage that offers a diverse range of insurance and advisory services. Founded in 1998 and headquartered in Chicago, Illinois, the company provides business insurance products such as commercial property, general liability, cyber liability, and professional liability, alongside employee benefits including health and retirement planning. HUB International also delivers personal insurance solutions for property, casualty, health, and life. Its comprehensive services extend to risk management, claims management, and human resources consulting. The firm caters to various industries, including agribusiness, construction, healthcare, and education, with a network of over 300 satellite offices across North America and Brazil. HUB International’s structure allows it to address local market needs effectively while maintaining consistent operational standards. The company is recognized among the largest insurance brokers in the world, emphasizing its commitment to helping clients evaluate and manage their risks.
Global Credit Risk Management is a national independent broker of Accounts Receivable and Political Risk Insurance. We provide unbiased and independent advice to their clients, providing innovative and cost effective solutions for our client's insurance requirements.
IBG Financial Partners specializes in investment management services and fiduciary consulting for retirement plans. The firm assists plan sponsors by providing guidance in investment strategies, plan design, administration, and cost management. By focusing on these key areas, IBG Financial Partners aims to ensure the success of retirement plans and support clients throughout their retirement planning journey.
Operator of an independent employee benefit, life and living benefits firm intended to serve the family and business markets throughout Alberta. The company offers claims support and services, individual and family life and living benefits, group and association plans and specializes in individual member services, critical awareness and financial literacy programs.
Operator of a retirement consulting firm intended to serve corporations and nonprofit organizations. The company provides fiduciary governance, investment analytics, employee retirement plan education and retirement planning guidance.
Vestas Financial Services Firm Inc. is an insurance brokerage firm based in Montreal, Canada, specializing in both commercial and personal insurance. Founded in 2008, the firm targets various industries, including construction and design professionals, to offer tailored insurance solutions. As of May 2020, Vestas operates as a subsidiary of Hub International Quebec Limited, enhancing its capabilities and resources in the insurance market.
PDF Financial Group Inc. is an independent brokerage based in Toronto, Canada, with an additional office in Oakville. Founded in 2008, the company specializes in providing employee benefits and insurance brokerage services, including consulting and outsourcing for various employee benefit programs. Its offerings encompass group retirement plans, employee assistance plans, executive coverage, pension plans, and self-insured plans, alongside human resources consulting. PDF Financial collaborates with multiple insurance companies and third-party providers to align employee benefits with clients' human resources objectives. As of October 2019, PDF Financial operates as a subsidiary of HUB International Limited.
ProCorp Financial Inc. offers benefits and retirement consulting services. The company provides consulting in estate planning, group benefits, life insurance, critical illness insurance, and disability insurance. ProCorp Financial Inc. is headquartered in Ottawa, Canada. As of October 4, 2019, ProCorp Financial Inc. operates as a subsidiary of HUB International Limited.
Perennial Pension & Wealth is an independent financial services company in New York that provides pension, retirement planning, wealth management services and strategies to both organizations and individuals.
Porchlight Financial
Acquisition in 2019
Porchlight Financial is a full-service group retirement plan consulting firm with 25 years of experience in helping employers and employees.
M.B.I. Group - Assets
Acquisition in 2019
M.B.I. Group - Assets is an independent insurance firm.
Peak Financial Group is an independent firm specializing in retirement plan services, providing retirement plan design assistance and comprehensive employee education programs to businesses of all sizes to help them develop a road map to save toward their future goal of financial independence.
Sheridan Road Financial is an independent investment consulting and retirement firm focused on developing customized strategies designed to fit the needs of their corporate and individual clients. They have gained a reputation as one of the leading independent advisors of corporate retirement plans in the country.
Proteus Performance Management Inc. provides pension plan governance and investment consulting services to corporate sponsors, not-for-profit organizations, trusteed plans, public plans, foundations and endowments. The company was founded in 1994 and is based in Toronto, Canada. As of November 5, 2018, Proteus Performance Management Inc. operates as a subsidiary of HUB International Limited.
Independent Financial Concepts Group Ltd. operates as a managing general agency which provides financial advisory and insurance brokerage services. The company was incorporated in 1999 and is based in Concord, Canada. As of July 10, 2018, Independent Financial Concepts Group Ltd. operates as a subsidiary of HUB International Limited.
Benefit Resources
Acquisition in 2018
TBC assists and guides its clients through the various phases of all their benefit and retirement programs. Its team of elite advisors represents some of Ontario's most prestigious companies by helping people to realize their financial and business goals.
GMS Insurance Inc. is an employee benefit consulting firm based in Mississauga, Canada, with additional offices in Kitchener and the Greater Toronto Area. Founded in 1993, the company specializes in providing comprehensive solutions for group benefits, retirement plans, and personal insurance. GMS Insurance focuses on working closely with employers to establish tailored benefit programs for their employees while representing clients in negotiations with major Canadian insurance providers. The company employs a diverse team of consultants, each with expertise in different markets, ensuring that clients—ranging from small startups to large corporations—are matched with the right consultant for their needs. GMS Insurance, as a subsidiary of HUB International, is committed to delivering exceptional service and support to its clients.
Summit Financial Corporation, based in Wilmington, Massachusetts, specializes in delivering tailored retirement and employee benefit plans to organizations and individuals across the United States. The company offers a wide range of services, including consulting, actuarial support, administration, and investment management for both qualified and non-qualified employer-sponsored retirement plans. Additionally, Summit Financial provides comprehensive solutions in areas such as income tax compliance, business operations consulting, insurance planning, long-term care, education funding, executive deferred compensation, and retirement income management. By focusing on these diverse financial services, Summit Financial aims to help clients maximize growth and safeguard their financial and human capital.
Marwil & Associates, LLC is a consulting firm based in Farmington Hills, Michigan, specializing in insurance and employee benefits services since its establishment in 1987. The firm assists businesses and public sector entities with plan design, cost control, communication, enrollment, and ongoing administration of employee benefit programs. Marwil & Associates aims to provide tailored benefit solutions that enhance clients' return on investment, emphasizing a tradition of integrity and industry leadership. In 2017, the company became a subsidiary of HUB International Limited, further expanding its capabilities in the benefits consulting space.
Executive Risk Management
Acquisition in 2017
Executive Risk Management is provides employee risk management and benefits insurance solutions planning services.
BCI Group, Inc. is a service provider based in Portland, Oregon, focused on delivering employee benefits, retirement planning, and business consulting services to employers in the Northwest. The company offers a range of employee benefits plans, including group insurance, third-party administration, and voluntary benefits, alongside individual insurance options. In retirement planning, BCI Group provides services such as fiduciary liability management, investment due diligence, employee education, and fee benchmarking. Additionally, it offers business consulting services that encompass ownership transition and executive compensation strategies, as well as solutions for personal, business, and charitable life insurance planning. Founded in 1987, BCI Group also operates an office in Hood River, Oregon.
MDW Insurance Group, Inc. is an insurance agency, provides personal and commercial insurance coverage and group health benefit programs. It offers commercial insurance products for real estate, automobile fleets, manufacturing, health care, non-profit, hospitality, yacht, association/franchises/affinity group, ocean marine, inland marine, aviation, construction, religious organizations, environmental, retail, food processing and distribution, technology, crime, protecting jewelry, and protecting art.
Parq Advisors is a prominent independent firm specializing in life insurance and estate planning services for ultra-affluent individuals and families, including high-profile athletes, entertainers, executives, and entrepreneurs. The firm collaborates with leading law firms, accounting firms, and business management firms to provide comprehensive wealth protection and transfer planning. Parq Advisors employs a team-based approach, ensuring clients benefit from the expertise of multiple professionals, including a dedicated case manager. This collaborative model enhances the discovery and implementation process, allowing for innovative solutions tailored to client needs. With over 115 years of combined experience and relationships with more than 50 insurance carriers, Parq Advisors offers optimal pricing and stable coverage options. The firm’s commitment to integrity, transparency, and professionalism underpins its mission to deliver exceptional service, defining its legacy through the success of its clients.
Forest Financial Group, Inc. is an employee benefits consulting firm founded in 1998 and headquartered in Lake Forest, Illinois. The company specializes in a wide range of services, including employee benefits consulting, healthcare reform consulting, and wellness programs, which encompass health coaching and disease management. Additionally, Forest Financial Group provides human resource consulting, offering support in areas such as performance management and employee relations. It also addresses workplace safety through violence prevention strategies and risk management services, including claims management and loss control. Furthermore, the firm offers retirement planning and wealth management services through its subsidiary, Forest Capital Management, LLC. Serving clients across the United States and internationally, Forest Financial Group aims to be a trusted advisor, leveraging its extensive product knowledge and industry experience to deliver tailored benefits solutions for its clients.
Lovsted-Worthington, LLC is an insurance brokerage firm based in Seattle, Washington, founded in 1927. The company offers a comprehensive range of insurance services, including commercial and personal insurance options such as automobile, homeowners, motorcycle, and specialty insurance products for events and personal property. Additionally, Lovsted-Worthington provides risk management services, surety bonds, and life and health insurance plans. Its expertise extends to various industries, including legal firms, construction, healthcare, and technology, where it delivers tailored insurance solutions and risk management strategies. The firm also offers specialized programs that encompass professional liability, property coverage, cyber liability, and employment practices liability, among others. As of June 2015, Lovsted-Worthington operates as a subsidiary of Hub International Northwest LLC.
E.J. Wells Insurance Agency specializes in risk management and consulting services, primarily catering to contractors and large companies. Led by Paul J. Coffey, a licensed insurance advisor with over 25 years of experience, the agency focuses on delivering tailored risk management advice. Paul Coffey enhances client support through risk management seminars and has authored numerous articles on relevant topics. E.J. Wells Insurance Agency is actively involved in various industry organizations, including the Associated Sub-Contractors of Massachusetts, Independent Insurance Agents of Massachusetts, Massachusetts Building Congress, Associated Builders and Contractors, and Associated General Contractors. Through its comprehensive approach, which includes ongoing safety and loss control training, the agency aims to equip clients with the necessary tools to manage risks effectively.
Daystar Financial Group is a managing general agency (MGA) that focuses on providing services to independent life insurance and investment advisors, particularly those serving high net worth clients. The company offers a range of specialized services, including estate planning, tax consulting, and compensation strategies. With offices located in Vancouver, Calgary, Winnipeg, and Toronto, Daystar aims to support insurance advisors in navigating complex financial needs and enhancing their client offerings.
Fort Point Insurance Services
Acquisition in 2012
Fort Point Insurance Services, Inc. is offers insurance products and services for property and financial assets to affluent individuals and families in the United States and internationally. It offers personal insurance products and solutions for personal liability that include primary/excess umbrella limits; high-value, standard, historic, condo units, multi-state, foreign, rental property, and seasonal/secondary dwelling locations; condominiums, cooperatives, and renters; automobiles, which comprise high-value, exotic, standard, collectors, recreational vehicles, and motorcycles; collections, including jewelry, fine arts, wines, antiques, silver, and other collectibles; sailboats, yachts, mega-yachts, and personal watercrafts; vineyards, farms and ranches
Workplace Benefit Solutions specializes in providing employee benefit consulting and brokerage services to organizations. The company offers strategic planning, negotiation, and implementation services to effectively manage employee benefit programs. It conducts thorough analyses of current market trends and forecasts their potential impact on benefit offerings, enabling companies to proactively manage their programs and associated costs. Additionally, Workplace Benefit Solutions provides technology solutions, including the MyWave Portal, which serves as a personalized online client center for monitoring and administering employee benefits. The firm also creates total compensation statements that help communicate the overall value of employee compensation packages to staff.
Associated Insurance Managers
Acquisition in 2009
Associated Insurance Managers is offers insurance brokerage services.
Westar Insurance Managers
Acquisition in 2006
Westar Insurance Managers is provides customers with general lines capabilities and specialized expertise in both aviation risk and personal insurance.
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