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We help founders build retention boosting benefits plans, specifically for you.
Tired of generic packages, one-size-fits-all brokers, and never hearing from your advisor again? At Custom Group Services, we design flexible, tax-efficient plans that grow with your business - and we stay by your side the whole way.
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We proudly support various industries
Agriculture
Supporting agriculture with tools and techniques to grow better crops.
Startups
Giving founders flexible, budget-smart benefits that scale with their team.
Professional Services
Supporting professionals with tax-efficient, retention-focused plans.
Manufacturing
Building strategic benefits that match your shifts, sites, and skilled teams.
Construction
Built for crews that move - benefits that support your team wherever the job takes them.
Healthcare Services
Caring for the caregivers with benefits that reduce burnout and boost retention.
Non-Profit
Mission-aligned, cost-effective benefits designed to support the people behind the purpose.
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Get Started in 3 Steps
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Talk to a human (Seriously)
Skip the endless forms and canned proposals. We’ll get on a real call, ask the right questions, and actually listen to your goals - whether you’re flying solo or managing a growing team.
Get a Custom Benefits Plan
Your business isn't cookie-cutter, your plan can't be either. We’ll design a benefits strategy around your team size, budget, and growth plans—whether that’s an HSA, group plan, or something in between.
Launch It. Run it. Evolve It.
We don’t disappear after setup. We’ll help you roll it out to your team, manage renewals, and adjust things as your business changes. Because what works now might not work next year—and we’re here for all of it.
See Our Plans
We offer flexible and effective plans to fit any of your benefit needs.
Health Spending Accounts
Helps employees pay for health costs easily and quickly.
Traditional Group Benefits
Provides comprehensive health coverage for employees.
Hybrid Plans
A mix of traditional and flexible benefits, suitable for all needs.
Why small businesses are switching to us.
Great plans, real service, and more value than you expected.
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Big Providers. Small-Business Customer Service.
You get access to trusted names like Sun Life, Canada Life, and Green Shield—delivered with the personal, responsive service of a team that actually knows your business. No call centers. No ghosting. Just real support from people who treat your business like it matters.
Strategic and Intentional.
This isn’t just a box to check. We look at where your business is today and where you’re headed—and build a plan that helps you retain top talent, reduce risk, and support long-term founder wealth.
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Flexible Plans That Maximize Value.
We combine HSAs, hybrid plans, and smart tax strategies to stretch your budget and give you more control—so you get meaningful coverage without overspending. Every owner wants to deliver bang for buck to their employees. Our job is to help you do just that.
Backed By Leading Providers
We work closely with Canada’s top insurance carriers and benefit providers to deliver customized group benefit plans that balance cost, coverage, and care. These trusted relationships ensure our clients always receive competitive pricing, reliable service, and flexible solutions tailored to their team’s needs.
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It's time for a change.
Our clients are choosing Custom Group Services because they want more than the status quo. We focus on smart, flexible plans -built for your business and backed by real, human, ongoing support.
No more getting ghosted after signing a contract.
No more paying for bloated one-size-fits-all plans.
No more brokers who push paperwork and quick sales instead of strategy and intention.
Success Stories That Speak for Themselves
See how we've helped companies solve their biggest workforce
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Building a Stronger Team: A Benefits Strategy that Supports Growth
A Custom Group Services client was facing a growing problem: employee turnover in the midst of an increasingly competitive labor market. With skilled tradespeople in high demand, the company found it difficult to recruit and retain qualified workers.
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Owner-Crafted Care: How a Health Care Spending Account Helped Fio Put His Family First
Fio, owner of CR Contractors, puts in long hours building a successful business—but when it came to health benefits, he had no safety net for himself or his family. Unlike employees at larger companies who often enjoy structured plans, Fio found himself without a solution that matched the demands of entrepreneurship and his desire to provide for his loved ones.
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Building a Stronger Team: A Benefits Strategy that Supports the Trades
A construction company was facing a growing problem: employee turnover in the midst of an increasingly competitive labor market. With skilled tradespeople in high demand, the company found it difficult to recruit and retain qualified workers.
What Our Clients Say
We’ve been working with (CGS) for 10+ years, and they’ve provided excellent support. They take time to make sure we understand what’s going on, especially when it comes to benefits, which can feel overwhelming.
Toolrite Engineering
As a business owner, I’m used to taking care of everyone else first - but (Custom Group Services) made sure I had a plan that actually took care of me and my family.
CR Contractor
Choosing the right benefits plan felt overwhelming. I reached out for guidance, and it made all the difference. Without that conversation, I would’ve just picked a standard plan and missed out on better options.
Dr. Matt, MCFP
My family needed more benefit coverage ... I was introduced to MyHSA. It turned out to be the perfect fit. I’m so glad I asked for advice instead of settling for the default option.
Meg, Realtor
Working with (CGS) is easy as they walk you through each step and help you get to where you want to go. They helped along each step in implementing a plan for our workforce that aligned with our business plan.
Sound HR Associates Inc.
Frequently Asked Questions
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We’re more than a vendor — we’re your trusted advisor. While many firms offer transactional plans and disappear, we stick around with ongoing strategy, retention support, and founder-first planning. You get the polish of a national provider with the heart of a local partner.
An HSA is a flexible, tax-efficient way to cover healthcare expenses — turning after-tax medical costs into pre-tax business deductions. It’s often the ideal first step because it’s simple, cost-effective, and opens the door to deeper planning for both your team and your long-term goals.
Not at all. We work with business owners of all sizes — from solo founders to growing teams. Whether you’re starting from scratch or looking to improve what you already have, we tailor solutions to fit where you are now and where you want to go.
Yes. Our approach brings employee benefits and founder wealth planning under one roof. That means your strategy can serve your business and your personal future at the same time — all with one partner guiding the way.
It’s simple, fast, and pressure-free. You can book a free strategy call to ask questions, learn your options, and get personalized advice. No long forms or confusing processes — just real support focused on retention, tax efficiency, and doing better for your team.
We specialize in a range of industries including agriculture, construction, professional services, healthcare, manufacturing, startups, and non-profits — but we’re not limited by that list. If you're building something meaningful and want a better way to take care of your team and your future, we’re ready to help.
Get In Touch With Us
Ready to see what benefit options there are to support your organization? Click the button to book a consultation, or take our quiz if you're unsure where to start!
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