VANCOUVER, May 23, 2023 – Optimum Strategies Inc, a family-run group benefits and succession planning firm based in Vancouver, has partnered with Dehoney Financial Group | Navacord as of May 1, 2023.
Since 1982, Optimum Strategies has provided companies with comprehensive advice and solutions for their benefits and succession planning—making the complex understandable.
“We were looking for a partner who could help us write the next chapter and whose values aligned with our own,” says Chuck Grossholz, Optimum Strategies President. “The team at Dehoney Financial Group really understands and embraces our goals. Matt and I are thrilled about the future and what we can deliver to our valued clients!”
Joining Dehoney Financial Group | Navacord enables the sharing of best practices and provides a broader collection of solutions and services for clients of Optimum Strategies, including Property & Casualty and Commercial Insurance.
“Chuck and Matt are well-known in our industry and well-respected for their integrity, expertise, and passion for helping clients which means they will fit right in at DFG,” says Erin Gunn, Dehoney Financial Group President. “Chuck and Matt are tremendous additions to our team; together, we will continue to build long-term relationships and deliver best-in-class solutions.”
About Dehoney Financial Group
Founded in 1980, Dehoney Financial Group (DFG) has grown to over 30 employees, with the majority working in our head office in Vancouver, BC and a growing team in Calgary, AB. Our mission has always been to deliver best-in-class service and expert advice with the aim of improving the lives of our clients and their employees. DFG is a leader in Group Benefits (Life, Dental, Health, Critical Illness and Disability Insurance), Retirement Consulting, Corporate and Personal Insurance solutions and Third-Party Administration.
Founded in 2014 and headquartered in Toronto, Ontario, Navacord is one of Canada’s top four commercial insurance brokerages. With $3 billion in premiums, Navacord stands as a leader in group insurance and risk management solutions. From commercial and personal insurance to surety, employee benefits and retirement consulting, Navacord leverages national strength and resources with the local touch service of industry specialized Navacord Broker Partners to deliver the trusted advice, expertise and custom insurance solutions clients need to face the future with confidence.
With a unique ownership model and value proposition, Navacord is the preferred partner for entrepreneurial insurance brokerages seeking to grow as a part of something bigger, while remaining true to their own values and culture.