Montridge Advisory Group
- Company typePrivate
- Founded1999
- HeadquartersVancouver, Canada
- Headcount1–10
- GTM typeB2B
- OfferingServices
Montridge Advisory Group firmographics
Firmographics- Name
- Montridge Advisory Group
- Legal name
- Montridge Advisory Group
- Website
- https://montridge.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Acquired
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Where Montridge Advisory Group is headquartered
LocationHeadquarters
- HQ city
- Vancouver
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
Montridge Advisory Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Insurance Brokerage Commission: Westland Insurance Group trades over $4 billion of premium, generating revenue through commissions on insurance policies placed with insurance carriers across commercial, personal, employee benefits, farm, and specialty insurance segments.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Quote-based insurance pricing |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Montridge Advisory Group product offering
Product offeringCore offering
Montridge Advisory Group, now operating as Westland Benefits under Westland Insurance Group, is a Canadian employee benefits advisory firm that designs, places, and manages group benefits programs for employers. Its offerings include group life and disability insurance, extended health and dental plans, retirement and savings plans, key person insurance, executive health programs, and health and wellness programs, delivered through licensed insurance brokers in partnership with insurance carriers across Canada.
Product overview
Montridge Advisory Group, now operating as Westland Benefits under Westland Insurance Group, provides personalized employee benefits advisory and plan management services. The unified product portfolio includes Employee Benefits Plans, Extended Health and Dental Plans, Retirement and Savings Plans, Life Insurance, Executive Health Programs, Key Person Insurance, Group Disability Coverage, and Health and Wellness Programs. These services are delivered as a unified national brand combining boutique advisory expertise with the scale and resources of one of Canada's largest insurance brokerages.
Differentiator
Problem solved
Functional benefit
Products and services
- Employee Benefits Plans Comprehensive advisory services and plan management for employee benefits, offering tailored coverage solutions for employers of all sizes in Canada.
- Extended Health and Dental Plans Supplemental group health and dental insurance coverage options designed for inclusion in employee benefit packages, advised and placed through Westland Benefits brokers.
- Retirement and Savings Plans Group retirement and savings plan advisory services to help employers design, place, and administer competitive retirement benefits programs for their workforce.
- Group Life Insurance Group life insurance products and key person insurance coverage advised and placed as part of comprehensive employee benefits programs.
- Executive Health Programs Specialized health programs designed for executive-level employees within employer-sponsored group benefit plans.
- Key Person Insurance Insurance coverage designed to protect businesses from financial loss due to the death or disability of key employees, advised and placed through Westland Benefits brokers.
- Group Disability Coverage Short-term and long-term disability insurance coverage advised and placed as part of employer group employee benefit packages.
- Health and Wellness Programs Holistic health and wellness programs and initiatives advised to support employee well-being and engagement as part of group benefits offerings.
Companies that use Montridge Advisory Group
Customer profileSegments5 records
Ideal customer profiles1 record
Montridge Advisory Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Montridge Advisory Group partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Dupuis LangencoreDupuis Langen is a highly regarded benefits firm that has been acquired and brought together with Montridge Advisory Group under the unified Westland Benefits national brand. The firm played a key role in shaping Westland's success in the employee benefits space.
- Montridge Advisory GroupcoreMontridge Advisory Group was acquired by Westland Insurance and now operates as Westland Benefits. The firm brought personalized service and deep expertise in employee benefits advisory, which is now combined with broader underwriting capabilities and improved claims support.
Scale indicators3 records
Recent moves6 records
Montridge Advisory Group competitors and assessment
Company assessmentBroad incumbents
- Marsh Canada: Operates one of Canada's largest commercial insurance and employee benefits advisory practices as part of Marsh McLennan. Direct competitor to Westland Benefits for large employer group benefits and risk consulting mandates.
- Hub International: Large North American insurance brokerage with significant Canadian operations across commercial, personal, and employee benefits. Comparable to Westland Benefits as a multi-line, multi-region broker pursuing benefits and commercial clients through both organic growth and acquisitions.
- Arthur J. Gallagher & Co. Global insurance brokerage and risk management firm with a large Canadian benefits consulting practice. Comparable to Westland Benefits as a national-scale benefits advisor serving mid-market and large Canadian employers.
- Aon Canada: Global insurance brokerage and benefits consulting firm with deep Canadian operations. Comparable to Westland Benefits as a full-service benefits advisor competing for multi-province employer mandates.
- Willis Towers Watson (WTW) Canada: Global advisory firm with a sizable Canadian employee benefits and group benefits practice. Directly comparable to Westland Benefits in targeting Canadian employers with actuarial, retirement, and health & benefits consulting.
- Westland Insurance Group: Montridge Advisory Group's parent company and the acquirer that re-platformed it as Westland Benefits. Westland is one of Canada's largest insurance brokers trading over $4B of premium across commercial, personal, employee benefits, farm, and specialty lines, directly comparable to Montridge's parent-side business and distribution model.
- Intact Financial Corporation (BrokerLink parent): Canada's largest P&C insurer and owner of BrokerLink. Representative of the largest Canadian insurance distribution and underwriting players against which Montridge/Westland Benefits must compete for employer benefit mandates and broker talent.
Direct peers
- Cowan Insurance Group: Canadian-owned brokerage with a dedicated group benefits practice serving commercial and personal clients nationally. Closely comparable to Westland Benefits as a mid-to-large Canadian broker with strong benefits capabilities and a multi-line portfolio.
- BrokerLink: One of Canada's largest and fastest-growing insurance brokerages, operating coast-to-coast across personal, commercial, and specialty lines. Directly comparable to Westland/Montridge as a national Canadian broker with multi-segment distribution and a growth-by-acquisition playbook.
Emerging players
- Navacord: Canadian brokerage platform built by rolling up trusted regional insurance firms, including advisors in commercial, personal, and benefits. Comparable to Westland/Montridge as a Canadian brokerage roll-up strategy combining boutique advisory expertise with national scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Customer concentration
Montridge Advisory Group social profiles
Digital presenceMontridge Advisory Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Montridge Advisory Group leadership team
Management profileNumber of profiles
Profiles1 record
Montridge Advisory Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Montridge Advisory Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Montridge Advisory Group
What does Montridge Advisory Group do?
Montridge Advisory Group, now operating as Westland Benefits under Westland Insurance Group, is a Canadian employee benefits advisory firm that designs, places, and manages group benefits programs for employers. Its offerings include group life and disability insurance, extended health and dental plans, retirement and savings plans, key person insurance, executive health programs, and health and wellness programs, delivered through licensed insurance brokers in partnership with insurance carriers across Canada.
Is Montridge Advisory Group a public or private company?
Montridge Advisory Group is a private company. It is classified as corporate owned and is currently acquired.
When was Montridge Advisory Group founded?
Montridge Advisory Group was founded in 1999. It employs 1 to 10 people.
Where is Montridge Advisory Group based?
Montridge Advisory Group is headquartered in Vancouver, Canada, in the North America region.
How does Montridge Advisory Group make money?
One revenue line is on record: insurance Brokerage Commission.
Who are Montridge Advisory Group's main competitors?
Broad incumbents on record are Marsh Canada, Hub International, Arthur J. Gallagher & Co., Aon Canada, Willis Towers Watson (WTW) Canada, Westland Insurance Group and Intact Financial Corporation (BrokerLink parent). Direct peers are Cowan Insurance Group and BrokerLink. Navacord is listed as an emerging player.
Does Montridge Advisory Group have an API?
No public API is recorded for Montridge Advisory Group.