Connected to you

Hillcrest believes that serving goes beyond providing good service. Team members must be given the freedom to fully embrace a client without worrying about the time spent for the revenue earned. Practically speaking, this means we meet weekly to review our client list and ask ‘what more’ can we do. Serving is built into the DNA of Hillcrest.

Hillcrest’s strength is in our ability to provide deep analysis – with understandable explanations – to allow our clients to make important decisions.

Hillcrest works to stay up-to-date on the requirements of all governing bodies; benefits, pensions, Human Rights, and provincial legislation. Through careful examination of each of our client’s policies, we ensure that your programs are current and compliant.

Our goal at Hillcrest Financial is to draw on our experience and expertise to provide innovative and customized consulting services to our clients. Through listening to stakeholders and gathering information on your plan, we will provide direction for decisions that ensure your plans objectives are achieved.

In today’s competitive labor market and regulatory environment, we believe that communicating the value of the benefits plan is of utmost importance.  To this end, we have committed considerable resources to member communications and education.

Hillcrest is fully independent and takes seriously the alignment of your plan with the most appropriate insurer. Our scheduled reviews ensure that the pricing is competitive; the plan design meets your objectives, and the insurer is well suited to cover the risk and provide a positive member experience.

We provide quarterly reviews that are important for our client’s budgeting process. Our reports are delivered on-site, in person, and give us the opportunity to become better acquainted with your program so that we can offer more strategic, long term advice.

We fully disclose our commission/fees, ensuring that proper governance is achieved and value can be proven for the commissions that we charge.