What Executive Benefits does

Executive Benefits Inc. (EBI) is a privately held Canadian benefits consulting firm headquartered in Newmarket, Ontario, operating since 2004 under the sole ownership and direction of President Serge Gingras. The firm designs, audits, and advises on employee and executive benefit plans for Canadian businesses, with a stated focus on solutions that are sustainable, strategic, and tax-efficient. Service offerings include Employee Benefits, Executive Benefits for key personnel, the Access to Priority Care add-on (delivered via a Cleveland Clinic partnership), and a Comprehensive Benefit Audit service built on a proprietary methodology.

The business model is that of a boutique professional services consultancy: fees are custom-quoted and structured as project-based engagements or ongoing advisory retainers, with no publicly disclosed pricing. Go-to-market is sales-led, combining direct outreach with referrals from an established partner network that includes The Benefits Trust (core strategic partner), PPI Financial Group, People Corporation, GBL, and Hunter McCorquodale. Case-study customers include Assured Automotive (a national auto repair chain with 50-plus locations) and Kids & Company (a Canadian Top 50 managed childcare firm), with published case studies functioning as the primary top-of-funnel content marketing channel.

EBI is operationally small (1-10 employees, principally Serge Gingras supported by an executive assistant) and serves the Ontario/Canadian market with no disclosed international footprint, no institutional funding, and no proprietary technology platform. Competitive differentiation rests on the founder's CHS Certified Health Insurance Specialist designation, over 30 years of industry experience, and proprietary consulting concepts branded as the Integrated Disability Solution, Rate Stabilization Strategy, and ExecPlus.

Name

Executive Benefits

Legal name

Executive Benefits Inc.

Website

https://ebigroup.ca

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Short description

Executive Benefits Inc. is a privately held Canadian boutique consultancy that designs, audits, and advises on employee and executive benefit plans for Canadian businesses, leveraging proprietary methodologies and a network of strategic partners under the leadership of founder Serge Gingras.

Ownership category

akta.pro rank

Product category

Employee Benefits Consulting

NAICS

Insurance and Employee Benefit Funds (5251), Other Insurance Funds (52519), Health and Welfare Funds (525120)

SIC

Insurance Agents, Brokers & Service (6411), Services-Management Consulting Services (8742)

akta.pro primary industry

Employee Benefits Brokerage & Consulting (FSAEADAC)

akta.pro secondary industries

Benefits Administration (BPACAPAC), Workforce Benefits Administration (Enrollment & Deductions) (BPACAIAF)

Keywords

• Employee benefits consulting
• Executive benefits design
• Group benefits auditing
• Compensation planning services
• Benefits advisory services

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Benefits Consulting Services: EBI generates revenue by providing custom-designed executive and employee benefit consulting services to Canadian businesses. Fees are likely structured as project-based engagements or ongoing advisory retainers, tailored to each client's compensation and benefits needs.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Executive Benefits Inc. (EBI) is a Canadian benefits consulting firm that designs custom, sustainable, and tax-efficient employee and executive benefit plans for businesses. The firm consolidates group benefits, audits existing plans to identify value and waste, and provides key executives with priority healthcare access through its Cleveland Clinic partnership. Services are delivered via direct, personalized consulting engagements rather than self-serve digital channels.

Product overview

EBI operates as a consulting firm offering a portfolio of employee and executive benefit solutions. The core offerings include Employee Benefits (strategic, tax-effective compensation solutions) and Executive Benefits (custom-designed benefits for key personnel). Access to Priority Care serves as a supplementary module providing priority healthcare access. The Comprehensive Benefit Audit service uses a proven methodology to identify value creation and waste minimization opportunities within existing group benefit plans.

Differentiator

Problem solved

Functional benefit

Products and services

• Employee Benefits Custom-designed, sustainable, strategic and tax-effective compensation and group benefit solutions that balance the changing needs of a business and its employees. Targeted at Canadian employers seeking consolidated, cost-effective benefits programs.
• Executive Benefits Specialized benefit plans focused on the needs of key personnel and senior executives, custom-designed to be value-driven and tax-efficient. Targeted at executives and key employees of Canadian businesses requiring tailored, value-driven compensation arrangements.
• Access to Priority Care Provides quick, uninterrupted access to top-tier priority healthcare in North America for clients' top executives, delivered through EBI's partnership with Cleveland Clinic. Targeted at senior executives and key personnel of client businesses.
• Comprehensive Benefit Audit Audit service that uses EBI's proven methodology to consistently identify opportunities to create value and minimize waste within an employer's existing group benefit plan. Targeted at Canadian businesses with established group benefit arrangements seeking cost optimization.

Named customers2 records

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered minor and core.

• Cleveland ClinicminorStrategic or Co-development PartnerThe Cleveland Clinic, located in downtown Toronto, serves the medical, health and wellness needs of Canadians with an executive health program, medical and surgical specialists, and lifestyle management programs. EBI leverages this partnership to provide its Access to Priority Care service, securing quick, uninterrupted access to top-tier healthcare for clients' key executives.
• PPI Financial GroupminorChannel Partner/ Reseller/ DistributorPPI Financial Group is a unique organization in the insurance industry dedicated to meeting the needs of specialized insurance professionals. PPI supports independent agents as Associates with innovative insurance and financial products, training, industry-leading contracts with reliable carriers, and business services. EBI collaborates with PPI to access specialized insurance products and carrier relationships.
• The Benefits TrustcoreStrategic or Co-development PartnerThe Benefits Trust works with professional advisors and insurance brokers to customize clients' benefits plans and administrative requirements. Their method helps employers control employee benefit costs, maximizes plan design flexibility, and enhances tax-advantaged benefit opportunities for key executives. EBI partners with The Benefits Trust as a core channel for delivering customized benefit solutions to clients.
• GBLminorStrategic or Co-development PartnerGBL focuses on providing small and medium-sized incorporated businesses and professional corporations with access to the same retirement benefits afforded to large corporations. EBI leverages GBL's offerings to extend retirement benefit solutions to its SME client base.
• People CorporationminorChannel Partner/ Reseller/ DistributorPeople Corporation delivers employee group benefits consulting, third party benefits administration, group retirement consulting, strategic HR consulting and recruitment services. EBI collaborates with People Corporation for client referrals and complementary benefits administration capabilities.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Willis Towers Watson (WTW): Global advisory, broking, and solutions firm with a Canadian benefits and total rewards practice targeting mid-market and large employers — competes for executive benefits work and group benefits redesign mandates.
• Mercer (Canada): Global consulting firm with a substantial Canadian practice offering health, benefits, and talent consulting to employers; competes for the same mid-market and executive benefits mandates but at vastly greater scale and breadth.
• Hub International: Large North American insurance brokerage with deep Canadian operations offering group benefits, executive benefits, and consulting — comparable customer base but with much broader geographic and product reach.
• Aon (Canada): Global professional services firm providing risk management, insurance brokerage, and HR consulting including group and executive benefits across Canada; broader portfolio but overlapping benefits brokerage and consulting practice.
• Morneau Shepell (TELUS Health): Major Canadian benefits, pension, and HR consulting firm now part of TELUS Health; competes in group benefits administration, executive benefits, and disability solutions with a technology-enabled delivery model.

Regional players

• Acera Insurance: Western-Canadian focused brokerage providing group benefits, executive benefits, and risk solutions to SMEs across British Columbia and Alberta — comparable offerings but operating in a different Canadian region from EBI.
• BFL Canada: Canadian employee benefits and insurance brokerage serving mid-market and enterprise clients nationally with group and executive benefits consulting — comparable services though broader scope and larger headcount than EBI.

Direct peers

• People Corporation: Canadian provider of employee group benefits consulting, third-party benefits administration, group retirement, and strategic HR consulting — directly comparable offering and an actual partner of EBI for client referrals and complementary administration.
• The Benefits Trust: Canadian organization that works with advisors and brokers to customize benefits plans and administrative requirements for employers — a core strategic partner of EBI and a near-direct peer in customized benefits design.
• GBL Insurance: Canadian firm providing small and medium-sized incorporated businesses and professional corporations with retirement benefit solutions — directly comparable niche and an active EBI partner extending SME retirement offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights1 record

Customer concentration

• LinkedInlinkedin.com/company/ebi-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Executive Benefits