Belmont Health & Wealth

What Belmont Health & Wealth does

Belmont Health & Wealth is a Canadian health and wealth resource firm providing group benefits administration, retirement program management, and employee well-being solutions to employer groups and organizations. The company operates as a member entity within the JDB Group (Jones DesLauriers Blevins) network of companies, a privately held Canadian insurance and benefits brokerage consortium that has operated for more than six decades. Alongside sister entities including Jones DesLauriers Blevins, Schuster Boyd McDonald, Haigh Financial Group Inc., Canadian Injury Management Services, and Adminplex Resource Services, Belmont Health & Wealth participates in delivering integrated total rewards solutions across group benefits, group retirement, third-party plan administration, disability management, Indigenous services, and multi-employer plans. The company is headquartered in Dartmouth, Nova Scotia, was founded in 1997, and operates as a privately held firm with between 11 and 50 employees.

The company's distribution model rests on channel partnerships with major Canadian insurers including Manulife, Sun Life Financial, Canada Life, Blue Cross, Desjardins, RBC, SSQ, Green Shield, IA Financial Group, Co-operators, AIG, and Equitable, enabling product placement across life, health, disability, and group retirement categories. Belmont Health & Wealth's go-to-market is further reinforced by strategic partnerships with industry associations including the Ontario Long Term Care Association (representing nearly 70% of Ontario's 630 long-term care homes), the Ontario Retirement Communities Association, and MineConnect (serving Northern Ontario's $5.5B+ mining sector). These relationships indicate concentrated vertical penetration in healthcare, retirement living, and resource extraction employer segments.

Name

Belmont Health & Wealth

Legal name

Belmont Health & Wealth

Website

https://gobelmont.ca

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

11–50 employees

Short description

Belmont Health & Wealth is a Canadian group benefits and retirement solutions provider serving employer clients as a member entity within the JDB Group network of insurance and benefits firms headquartered in Dartmouth, Nova Scotia.

Ownership category

akta.pro rank

Product category

Employee Benefits Brokerage

NAICS

Insurance and Employee Benefit Funds (5251), Pension Funds (52511)

SIC

Accident & Health Insurance (6321)

akta.pro industry

PRIMARYFSAAAAAK

Workplace Wealth & Employee Investing Programs

Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management

SECONDARYFSAEABAE

Employer Retirement Plan Advisory (401(k)/Pension)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

SECONDARYFSAIAIAB

Group Disability Income Insurance (Employer-Sponsored)

Financial & Insurance/Insurance — Life & Health/Disability Income Insurance (Short- & Long-Term)

Keywords

• Group benefits brokerage
• Group retirement solutions
• Employee benefits consulting
• Plan administration services
• Disability management solutions

Headquarters

HQ city

Dartmouth

HQ country

Canada

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

Belmont Health & Wealth provides group benefits and group retirement solutions to employer clients across Canada as part of the JDB Group network of companies. The firm delivers customized benefit platforms, retirement programs, professional plan administration, disability management, indigenous services, and multi-employer plan solutions, drawing on six decades of parent-group experience and major carrier partnerships.

Product overview

Belmont Health & Wealth is a group benefits and retirement solutions provider operating as part of the JDB Group network. The company offers group benefits administration and retirement program services, functioning alongside other JDB Group member companies including Jones DesLauriers Blevins, Schuster Boyd McDonald, and Haigh Financial Group Inc. The company's specific product offerings and detailed features are not individually detailed in the available source material.

Differentiator

Problem solved

Functional benefit

Products and services

• Group Benefits Customized group benefit platforms for employer clients that attract talent, manage risk, and deliver lasting value. Includes life, health, and supplementary coverage arranged through carrier partners.
• Group Retirement Retirement programs for employer groups that support employees, strengthen retention, and align with long-term business objectives.
• Plan Administration Third-party plan administration services for benefit and retirement programs, delivered through the JDB Group's Adminplex Resource Services member firm.
• Disability Management Disability and absence management services that balance employee well-being with organizational needs, coordinated through the JDB Group's Canadian Injury Management Services member firm.
• Indigenous Services Tailored benefit and pension programs designed for Indigenous communities and organizations, providing flexibility, value, and culturally appropriate support.
• Multi-Employer Plans Expertly managed benefit and retirement programs tailored to the unique structure and values of union and multi-employer groups.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Nine partnerships are on record, tiered core.

• JDB GroupcoreStrategic or Co-development PartnerBelmont Health & Wealth is part of the JDB Group network of companies specializing in group benefits and retirement solutions. The group includes Jones DesLauriers Blevins, Schuster Boyd McDonald, and Haigh Financial Group Inc., offering integrated total rewards solutions.
• ManulifecoreChannel Partner/ Reseller/ DistributorMajor insurance carrier partner offering life insurance, health insurance, and group benefits products through the JDB Group network including Belmont Health & Wealth.
• Sun Life FinancialcoreChannel Partner/ Reseller/ DistributorInsurance carrier partner providing group benefits, retirement savings, and wealth management solutions through the JDB Group distribution network.
• Canada LifecoreChannel Partner/ Reseller/ DistributorInsurance carrier partner offering group benefits, individual insurance, and retirement solutions through the JDB Group network.
• Blue CrosscoreChannel Partner/ Reseller/ DistributorHealth insurance carrier partner providing supplementary health coverage and travel insurance through the JDB Group distribution network.
• DesjardinscoreChannel Partner/ Reseller/ DistributorCooperative financial services provider and insurance carrier partner offering group insurance and retirement solutions.
• Ontario Long Term Care Association (OLTCA)coreStrategic or Co-development PartnerIndustry association representing long-term care operators. JDB Group partners with OLTCA to serve the benefit and retirement needs of Ontario's long-term care sector, which represents nearly 70% of Ontario's 630 long-term care homes.
• Ontario Retirement Communities Association (ORCA)coreStrategic or Co-development PartnerVoluntary non-profit association representing retirement residence operators in Ontario. JDB Group serves as a preferred partner for benefit and retirement solutions for ORCA members.
• MineConnectcoreStrategic or Co-development PartnerPlatform connecting clients and suppliers in Northern Ontario's mining sector. JDB Group partners with MineConnect to provide benefit and retirement solutions to mining industry clients in Northern Ontario, a region generating over $5.5 billion in annual revenue.

Recent moves1 record

Expansion highlights5 records

Others

• Sun Life Financial: Named JDB Group/Belmont carrier partner providing group benefits and retirement products — also competes via direct employer sales teams and digital channels, making it both a supplier and competitive counterpart.
• Industrial Alliance (iA Financial Group): Identified as a JDB Group carrier partner — also a Canadian group benefits and retirement product manufacturer that competes with broker-distributed channels via direct sales, relevant as both supplier and competitive threat.

Direct peers

• Hub International: Large North American commercial insurance and employee benefits brokerage serving mid-market and enterprise employer groups with group benefits and retirement solutions — directly comparable brokerage model and product set to Belmont.
• Cowan Insurance Group: Canadian-owned brokerage offering group benefits, retirement, and disability solutions to employer clients — directly comparable product breadth and target market to Belmont.
• Morneau Shepell (LifeWorks): Canadian HR consulting, benefits administration, and pension/retirement services firm serving employer clients — closely aligned with Belmont's group benefits, retirement, and disability management offerings in the Canadian market.
• Gallivan & Associates: Canadian employee benefits and group retirement brokerage serving mid-market employers — direct competitor with similar consulting-led brokerage model and product mix.

Broad incumbents

• Aon: Global professional services firm with health & benefits brokerage and retirement consulting practices that directly overlap Belmont's offerings across the Canadian employer market.
• Marsh Canada: Major Canadian insurance brokerage and risk advisory with a meaningful employee benefits practice — competes for the same mid-market employer group benefits and retirement mandates.
• WTW (Willis Towers Watson): Global advisory, brokerage, and solutions firm with large Canadian group benefits and retirement consulting practices — competes for the same mid-market and enterprise employer mandates Belmont targets but at far larger scale.
• Brown & Brown (including KRG Insurance): North American insurance brokerage with growing Canadian employee benefits footprint — comparable brokerage model competing for the same employer group benefits mandates.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/GoBelmont
• Facebookfacebook.com/GoBelmont

Revenue estimate

Valuation estimate

Number of profiles

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 Belmont Health & Wealth