Who we are
The Essential Benefits Group is an Ottawa-based professional financial planning company that has been serving clients throughout Ontario since 1999. We have grown to become one of the region’s premier financial planning firms, having earned a solid reputation for superior service in providing complex planning solutions to individuals, families, businesses, employer groups and associations.
With specific expertise in group insurance, group savings, retirement planning, and human capital risk management solutions, we strive to offer our clients the most comprehensive planning advice available in the marketplace today. We differentiate ourselves from our competitors by continually placing the interests of our clients first.
Our unique Human Capital Protection Program™ has helped many clients gain complete control over their financial planning goals. Our unique and proven system is a “leading edge” and “visionary” approach to providing practical, clear and logical strategies to help our clients make the necessary financial decisions that are best for them.
Sandro Pietrantonio, CFP, CHS, CFSB, our President, has written numerous articles published in national trade magazines, and has spoken nationally regarding this creative and innovative approach to human capital planning logic. This full-service financial planning program encompasses all aspects of financial well-being, combining years of professional experience with state of the art proprietary administration and software.
Sandro’s professional industry affiliations are the Financial Advisors Association of Canada (Advocis), and the Independent Financial Brokers of Canada. Sandro is a current holder of the following industry designations, having received the Certified Financial Planners (CFP) designation in 2004, the Certified Health Specialist (CHS) designation in 2006, and the Chartered Financial Services Broker in 2009.
With the ever-evolving financial industry the Essential Benefits Group places the utmost importance on the continual upgrading and refinement of our skills. We participate in industry recognized educational programs to enhance our knowledge and keep ahead of the latest industry trends. This has allowed us to perfect our services and specialize in our areas of expertise.
An integral part of the Essential Benefits Group philosophy is to build a long-term, mutually beneficial business relationships with all of our clients and corporate partners, which is supported with professional integrity, transparency, respect, and dedication.