Optimum Strategies, a family-run group benefits and succession planning firm based in Vancouver, has partnered with the Navacord-affiliated independent benefits broker, Dehoney Financial Group.
The decision to join Dehoney Financial Group will allow Optimum Strategies to broaden its collection of solution and services provided to clients, including property & casualty and commercial insurance.
It will also enable the sharing of best practices between the two firms, according to a Press release announcing the partnership.
Formed in 1982, Optimum Strategies provides companies with comprehensive advice and solutions for their benefits and succession planning needs.
“We were looking for a partner who could help us write the next chapter and whose values aligned with our own,” said 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.”
“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,” added Dehoney Financial Group president Erin Gunn. “Chuck and Matt are tremendous additions to our team; together, we will continue to build long-term relationships and deliver best-in-class solutions.”
Headquartered in Vancouver, Dehoney Financial Group was established in 1980 by Jim Dehoney. It provides a portfolio of corporate solutions that includes benefit and retirement consulting, administration, and life insurance products, serving both public and private companies across all major sectors.
Navacord acquired Dehoney Financial Group in 2020 in a move to expand its group benefits practice.
In other news, Navacord also recently announced the extension of its partnership with private equity firm Madison Dearborn Partners as it looks to reach a revenue target of $1 billion.
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