About US

We are devoted to excellence in all we do.
Capital Benefit was founded on the principal of offering added value to its clients.

The Capital Benefit Team is a dynamic group with a variety of expertise. Our team is collectively committed to making a positive difference for every client.

Offering industry leading core services remains the heart and soul of our company. Our commitment to excellence and evolution gives us an advantage over other firms in our industry.

We believe that in order to remain leaders we must re-invest in our business. This ongoing investment allows our team to refine both our CORE and BONUS services, as well as research and develop new ones.

Our added value approach to business saves our clients time and money!

CORE SERVICES

We're committed to offering more to our clients through new ideas and solutions.
GROUP BENEFITS

We provide our clients with the knowledge necessary to confidently understand all aspects related to their employee benefit program. We believe that clients who know the facts are better positioned to make educated business decisions when needed. Learn more:

Summary

GROUP RETIREMENT

As specialists in group retirement plans, part of our work involves being Group RRSP and Pension Consultants. We help employers design, implement, and manage employer sponsored retirement programs. Learn more:

Summary

CUSTOMER SERVICE

Day to day service is how we keep our clients satisfied. Trained and experienced professionals work closely with clients to ensure their benefit and/or retirement programs meet expectations. Learn more:

Summary

INSURANCE

Individual and executive insurance advice is an important service available to all our client’s executives, plus employees and their families. Learn more:

Summary

INTERNATIONAL INSURANCE

International insurance requirements can be daunting and risky. Our international partnerships ensure that all advice and guidance is consistent with the standards our clients have grown to expect. Learn more:

Summary

RETIREMENT PLANNING

Individual and executive retirement and wealth management advice is an important service available to all our client’s executives, employees, and their dependants. Learn more:

Summary

We take pride in offering the highest quality core services to our clients. Our BONUS services truly differentiate us from all others.

BONUS SERVICES

We believe in innovation, and thinking outside the box.
THE HUB

The Hub is an intranet portal branded to your company specifically to keep employees compliant, informed, and engaged. Learn more:

Summary

Brochure

Video

NEWSLETTER

We send clients a complimentary e-newsletter called Nutrition News each month. It helps promote healthy eating habits. Learn more:

Summary

Sample

WELLNESS

We’re incredibly focused on promoting corporate wellness and employee engagement with these unique offerings. Learn more:

Nutrition Newsletter

Health and Wellness Learning Center
(Available to all Hub Users)

Workplace Wellness Challenges
(Coming Soon!)

BBB Insurance Program

Special for Capital Benefit & Accredited Businesses Only
BBB of Eastern Ontario and Outaouais Accredited Businesses

The exclusive BBB Group Insurance Program has been designed to help Accredited Businesses secure benefit coverage for their employees at the most cost effective price possible.

This association based program uses the power of large numbers to secure competitive pricing and risk distribution among all participants.

Learn more:

Brochure

Contact Us for more Information

Our dedicated Consultants and Support Team are here to work for you.

OUR CONSULTANTS

Meet our employee benefit specialists.
MARC LAJOIE, B.A.
MARC LAJOIE, B.A.
President & CEO
As an employee benefit specialist with over 20 years’ experience, Marc has developed strong financial and underwriting knowledge and expertise, allowing for efficient carrier negotiations, saving all CB clients’ money. Marc is committed to bringing “added value” to both the community and all CB clients with a keen interest in philanthropy and employee health and wellness.
LEO GRACE
LEO GRACE
Vice President
Leo started his Insurance career in 1988 with a major Canadian carrier promoting life insurance and retirement investments. He transitioned to strictly employee benefit consulting in 1995 while working for an Ottawa based brokerage firm. In 2003, Leo and Marc Lajoie turned a friendship into a partnership which has grown to be a well-respected and successful benefit consulting firm. Leo’s role within Capital Benefit is focused on marketing and sales.
BRIAN BURNS
BRIAN BURNS
Benefit Specialist
Brian has practiced employee benefit solutions in Ottawa since 1988. He provides dedicated sales and service to small and medium-sized employers. He places particular emphasis on the Ottawa Not-for-Profit sector, helping prospective clients succeed with the proper pricing and product offering options for their employee group insurance programs.
NEIL MCDONALD
NEIL MCDONALD
Benefit Specialist
Prior to going CB in 2003 as an associate he spent 23 years with a major insurance company as a sales manager. In 1993 he established his own brokerage practice. His involvement in the local includes Past Presidents of the National Capital Crime Stoppers as well as the Kiwanis Club of Ottawa. Neil currently serves as the Chair of the Ottawa’s Salvation Army Advisory Board.
JIM DOOLAN
JIM DOOLAN
Benefit Specialist
Jim started in the business 24 years ago as an account manager at a boutique Financial Services firm here in the Ottawa area. Initially a generalist, Jim made the decision to focus exclusively on the Group Benefits side of the business 22 years ago. Since that decision was made He has grown a large successful practice made up of a variety of businesses here in the Ottawa area. Long term relationships have grown from his dedication to superior customer service and satisfaction. Jim joined Capital Benefit Financial Group in the summer of 2016 and is looking forward to maintaining his original customer base and also increasing that base with the assistance of the highly skilled Capital Benefit team of professionals.

Testimonials

We have great clients who say nice things about us.

CONTACT US

We'd like to hear from you.