We take great pride in not only providing exceptional advice and counsel for your
company's benefits plan, but also being instrumental in the financial welfare of individual
employees and executives as they move toward retirement. Brian Brophy, President Navigo Financial Solutions

Our Solutions for Benefits, Retirement and Personal Wealth

Lower costs,
Better Benefits.

Find out how more forward-thinking solutions can control costs with plan enhancements, not cuts.

Learn more >

Attract, retain and
delight your employees.

Join your group benefits with retirement solutions to provide your employees with a clearer vision of the future.

Learn more >

Clarify. Personal Finance made Simple.

Find out how our process helps focus your wealth strategies, so that you can focus on your business.

Learn more >


Strength in Numbers

Navigo is a member of The Benefits Alliance Group, which is Canada's largest association of independent group benefits advisors. They provide resources and opportunities to the advantage of our team and our clients.

36
member firms
 
7,500
employee benefit plans
 
$1.4
billion in group
insurance premium
 
$3.5
billion in group
retirement plan assets

How We Serve

Companies of 50-3,000 employees trust Navigo Financial with their benefits and retirement plans.
Here's how we helped a few of them:

VIKING AIR

Viking Air has a 30-year history providing parts and services for de Havilland owners and operators...Learn more >

Navigo Financial Solutions Inc. has been our financial advisor in several capacities for the past 5 years. Our employee base has more than doubled over this time period with employees located regionally and nationally. Throughout this period of growth, Brian and his staff have always been available with outstanding client support and exceptional advice and counsel.

Peter Winters CFO, Viking Air

Sky Regional

Sky Regional began as a start-up in 2011, operating as a regional carrier service. They were looking to undergo rapid growth in a relatively short period of time...Learn more >

We are very pleased with not only the financial impact Navigo has had on our business, but also in their dedication and the proactive manner in which they handle all challenges.

Helen Papathanasakis Sky Regional

Our Partners

We hold relationships with several trusted partners so that we can connect you to the right products for your company:

What makes Navigo right for your business?

Improve Efficiency with NavigoOS

Our all-in-one human capital management cloud-based software platform adds efficiency and significant cost reductions to payroll, benefits and pension administration, time and attendance, vacation allotment and full HRIS.

Maintain Cost Containment Initiatives

Benefit from cost-effective alternatives from our Competitive Analysis report, and help control long-term increases and liabilities with our integrated Employee Wellness Initiatives.

Gain Complete Visibility

Get easy-to-use reports, forms and overviews. We create Custom Communication Documents to fit your needs and preferences.

Enhance Your Employee R&R

Engage, inform and create long-term loyalty. Better plan management means your group benefits can work as an active employee recruitment and retention program.

Plans That Don't Go out of Date

Make plan changes because they are advantageous, not because they are necessary. We provide Proactive Plan Option Reports to solve issues before they arise and to take advantage of current trends.

Be Informed, Not Overwhelmed

We ensure you have the information you need, when you need it, and once each year, we hold an Annual Stewardship Review to make sure you have a comprehensive understanding of your plan and how it will support your initiatives.

Solutions as Unique as Your Company

Find specialty carriers quickly and get solutions suited to your specific needs with our Fact Finder tools and extensive carrier network.

Extend the Reach of Your Group Benefits

Integrate your group benefits with our Group Retirement and Executive Wealth Management solutions, for a fully scalable business wealth plan.

Track Your Spending

Stay on top of your plan without sorting through complex reports. Our Benefits-at-a-Glance, Benchmark Report and Top Claims Paid Reports provide the need-to-know information that will help you make plan decisions quickly.

Go Mobile

Access your group benefits anywhere with our online features. All plan members and administrators can access programs and individual data by logging into our site.