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Green Mountain Financial Services Inc.

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BENEFITS Experiment

Request a Group Benefits Quote

Tell us about your company. We’ll compare Canada’s top carriers and send tailored options.

Company & Contact

Company Legal Name* Primary Contact Name* Email* Phone Province* Total Employees*

Current Benefits (if any)

Do you currently have a plan?* Renewal Month Approx. Annual Premium (CAD)

What’s prompting the review? (select all that apply)

Cost increases Coverage gaps Claims experience Service issues Benchmarking Other

Coverage Interests

Extended Health Dental Life / AD&D Disability (STD/LTD) Critical Illness Health Spending Account (HSA) Wellness / EAP Other

Notes (eligibility, classes, unique needs, current carrier, etc.)

I agree to be contacted by Green Mountain Financial Services Inc. regarding this group benefits request.

This quick intake helps us start your market review. For questions, call 905-921-9962 or book a call.

Thanks — your Group Benefits request was sent!

A licensed advisor will email you a confirmation and start your carrier comparison within one business day. Need help sooner? Call 905-921-9962.

Book a Call Tools & Insights

Quick Benefits Quote

Share a few details and we’ll send a fast estimate for your employee benefits.

Full Name*

Company Name*

Email*

Phone

Province*

Number of Employees*

Do you currently have a group benefits plan in place?*

Anything specific you’re looking for? (optional)

Upload or add details (PDF/Office/Image up to 10 MB)

What happens next?

Confirmation: you’ll get an email from info@gmfsi.ca with your submission summary.

Review (1–3 business days): we assess your needs and pre-screen suitable carriers.

Follow-up: we’ll email or call with questions and initial pricing/plan design options.

Next steps: you pick a direction; we finalize proposals and timelines together.

Have a recent renewal or plan summary? Reply to the confirmation email with your file, or use the secure uploader below.

Secure Document Upload

Upload renewal/plan summaries or supporting info at any time. Files are sent securely to GMFSI.

Your Name*

Your Email*

Upload file*

Allowed: PDF, Office, JPG/PNG. Max 10 MB.

Green Mountain Financial
Services Inc.

Protect • Grow • Preserve

Personalized financial planning, insurance, investments, retirement strategies, and group benefits for individuals, families, professionals, and business owners.

Guiding Your Financial Journey
with Trust & Clarity.

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📚 Learning Centre 🧭 Financial Planning Centre 📈 Investment Strategy Centre 🛡️ Insurance Strategy Centre 🏠 Mortgage Protection Centre 🌅 Retirement HUB 👥 Group Benefits Centre ⚖️ Estate & Legacy Planning 🧾 Tax Planning Centre 💼 Business Owners Centre 💳 Debt & Cash-Flow Centre 🏢 Workplace Retirement Centre 🧭 Financial Checkpoint 🎬 Educational Video Library

Connect With GMFSI

✉ info@gmfsi.ca

☎ (905) 921-9962

💻 Virtual Meetings: (905) 575-8287

📍 Hamilton, Ontario, Canada

Book a 15-Minute Call →

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