CBIG
Where Canadians turn for trusted financial guidance
For decades, CBIG has been the trusted financial partner of Canada’s top earners, business leaders, and professionals.
It All Started With a Vision
Over 30 years ago, our founder and CEO, Pete, started CBIG with a belief that financial advice should be personal, trusted, and built around real relationships.
Today, we’ve grown into a national team with seven locations and remote staff across Canada. CBIG stands for Canadian Benefits, Investments & Group Insurance, but it also reflects how we think: we help clients see big—about their goals, their business, and their future.
Pete’s vision continues to shape who we are, rooted in integrity, collaboration, and always growing.
Looking for a place where your work makes a difference? Join our growing team.
What We Do
Guidance You Can Trust, Clarity You Deserve
When your financial future involves family, business, and long-term security, you want to move forward with confidence, that’s why clarity and personalized support are essential.
You’re building something meaningful, whether it’s a legacy for your family, a business that’s growing fast, or a future that feels financially secure. Navigating those milestones while building a future can feel overwhelming.
That’s where we come in.
We’re an advisor, an educator and a partner. We value relationships, and work hard to establish the trust and communication channels that every successful relationship requires.
CBIG helps you make the most of life’s pivotal moments—by guiding your next move with clear strategy, long-range thinking, and a relationship-first approach. You’ll feel supported, informed, and empowered at every step.
Our Services You Can Count On:
Offering tailored retirement and investment planning through RRSPs, TFSAs, RESPs, and more to support long-term stability, growth, and peace of mind.
Group health, dental, disability, and flexible plans built to attract, retain, and support top talent.
from Group RRSPs to Deferred Profit Sharing Plans, we help you structure competitive retirement options for your workforce.
Whether you are managing a critical illness, or life altering set-back, our insurance plans are built around your individuals needs to ensure your family’s future is neve left to chance.
Smart mortgage solutions tailored to fit your lifestyle, goals, and future plans.
Who We Help
We help you and your loved ones with expert advice, tailored solutions, and support
Your wealth deserves a partner who understands what’s at stake—and what’s possible. At CBIG, we bring decades of insight, real-world experience, and proactive planning to help you protect, grow, and transfer wealth with confidence. Navigating intricate portfolios or major business shifts? We offer steady support and enduring partnership—built to support your vision and protect what matters most.
High-Net-Worth Individuals & Families
With increasing success comes greater complexity. Our advisors offer smart, strategic counsel to help you maximize opportunity, reduce friction, and align your wealth with your values through long-term financial strategies that protect what you’ve built.
Business Owners & Executives
Whether you’re growing your team or preparing for transition, our services—from group benefits to succession planning—help you build lasting value beyond the bottom line.
Ready to Work with a Dedicated Financial Partner?
Let’s build a strategy that reflects where you are—and where you’re going.
Why Our Clients Choose Us
Everything with Group health - the initial consultations, pricing/determining of options with my Controller, support on the sign-up and introductory in-person evening info session were fantastic.
- Teddy Y.
I just want to send an email highlighting what a superstar Pam is. She’s been always responsive, following-up and following-through with any requests that come from our team members.
- Hannah M.
The rates were competitive and they had extras like Sparrow, second-opinion, etc. Everyone has been very helpful and eager to help. It’s clear they genuinely care about providing great service.
- Nancy A.
Our Legacy
Founded in 1994, Canadian Benefits Investment & Insurance Group Inc. (CBIG) is the only fully integrated national financial services firm headquartered in Surrey, BC. We provide insurance and financial solutions to individuals and businesses across Canada, combining the strength of a major institution with the personalized service of a boutique firm for customized solutions dedicated to your success.
Careers
Do you work hard and play hard? Are you passionate about client service? Why not join our team?
Resources
We analyze market trends and long-term financial structures to help clients optimize their wealth with precision. Discover tools and links to help you get started with retirment, wealth management and group benefits.
Frequently Ask Questions
Our clients range from first-time homebuyers, high-net-worth investors, and business owners looking to support and retain teams through group benefits and retirement plans.
We don’t use one-size-fits-all formulas. Our work is grounded in personal relationships, custom strategies, and deep understanding of each client’s life and goals.
Yes. Our strength lies in integrating personal wealth management with corporate strategies—so your whole financial life works together.
Every client journey is unique, but most experience greater clarity, reduced financial stress, and stronger alignment between their goals and their wealth strategy.
Frequently Asked Questions
We work with high-net-worth individuals and families, professionals and executives, and business owners seeking personalized, forward-thinking financial guidance.
We don’t use one-size-fits-all formulas. Our work is grounded in personal relationships, custom strategies, and deep understanding of each client’s life and goals.
Yes. Our strength lies in integrating personal wealth management with corporate strategies—so your whole financial life works together.
Every client journey is unique, but most experience greater clarity, reduced financial stress, and stronger alignment between their goals and their wealth strategy.
Have more questions? Let’s explore what’s possible together.
Our Locations
Whether you’ve got an immediate need, are considering a new plan, need financial help, or are just curious about who we are and what we do, we’re always happy to connect. Toll free: 888-564-7484 | email us at reception@cbiggroup.ca
📍 15315 31st Ave., Surrey, BC, V3Z 6X2
☎️ 250-564-7484
📍 #4–630 Wharncliffe Rd S., London, ON, N6J 4V7
☎️ 519-685-5353
📍 492 Victoria Street Prince George, BC V2L2J7
☎️ 250-564-7484
📠 Fax: 250-564-7490
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📍 565 George St. Prince George, BC, V2L 1R8
☎️ 250-561-1593
📠 Fax: 250-561-7490
📍 101 – 4548 Lakelse Ave, Terrace, BC, V8G 1P8
☎️ 250-635-6166
📍 2212 48 Avenue, Vernon, BC. V1T 9V9
☎️ 250-503-1958
📍 4072 4th Avenue, Whitehorse, YT Y1A 4K8
☎️ 867-393-3545