.svg)
The Benefits Partner That Sticks With You.
Custom Group Services does more than set up your plan—we stay with you to optimize it, adapt it, and make sure it keeps working as your business evolves.
From improving retention and team productivity to helping you plan for tax efficiency and long-term growth, we’re here to make benefits feel less like a checkbox - and more like a strategic advantage.
Your Partners in Benefits, Strategy, and Support
At Custom Group Services, we believe in personal connection and practical advice. We’re not a call centre - we’re your partner, here to help you make better choices for your business, your team, and your future.
Whether you need tax-efficient planning, industry-specific insight, or just a better way to take care of your team, we tailor every plan to your goals—today and into the future.
Strategy That Fits,
Growth That Soars
Personalized strategies designed for sustainable growth - because one size doesn't fit all.
Introduce our team
Dedicated professionals committed to delivering excellence and building lasting relationships
.webp)
John Pilkey
I’ve enjoyed working and learning from my father who has been in the Financial Industry for over 30 years. As a coach of basketball and lacrosse teams, I know it takes strategy to achieve your goals. When not working or coaching, I enjoy time with my wife, Marianne, and our three young children, Lorraine, Benjamin and Roland. Over the years I have really learned to appreciate helping business owners accomplish their goals and protect what’s important to them.
%20(1).webp)
Michael Bryce
I became a Financial Advisor with the goal of helping people succeed in business and in life. I look to accomplish this by fundamentally understanding what is important to them. Today, tomorrow and well into the future. I have extensive knowledge and experience in both the hospitality and logistic industries. I utilize my real-world business experience continuously when working with people on developing their customized solutions. In my spare time, I enjoy camping, fishing, and generally spending quality time with my wife Nicole and our two kids Liam and Danica. I look forward to the opportunity of working with you and those you care about.
.webp)
Rachel Porter
Having grown up in Sarnia, I’m excited to serve my community and contribute to businesses across Ontario through my role at Custom Group Services. I recently graduated from Fanshawe College with a diploma in Business. My interest in financial services was sparked early, inspired by my father’s career in the lending and financial industry. While completing my studies, I worked at an A-lender bank, gaining valuable experience and a deeper understanding of client needs and practical financial solutions. Outside of work, I enjoy being active outdoors, working out, and spending quality time with my family and friends. I’m proud to be part of a team that’s passionate about helping businesses take care of what matters most—their people.
.png)
Where Better Benefits Build Better Business
Our Mission
We’re here to help small teams build stronger businesses through better benefits. By pairing national providers with hands-on support, we design flexible, personalized strategies that improve retention, reduce admin strain, and support your goals—today and in the years ahead.
Our Vision
To reshape how benefits serve growing businesses - not just as insurance, but as a lever for strategy, well-being, and long-term success. We believe in founder-first thinking, industry-informed planning, and always being the partner you can count on.
Frequently Asked Questions
.svg)
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!
.svg)