We are Crossgrove & Company

Our Business

At Crossgrove & Company, we believe in providing the best advice and solutions for our clients in order to build strong, long term relationships and trust. We are a full service shop – offering advice and plans for individual risk management, group benefits & retirement, and investing tailored to the needs of clients seeking to build, preserve, and transfer wealth.

helping you get your ducks in a row since 1988!

“I received prompt, courteous, personal and knowledgeable service from Crossgrove & Company. Additionally, dealing with them saved me valuable time. No need to ‘shop’ when working with these professionals”

Casey Plaizier

President, Greenhill Consulting

Cost Savings

By allowing our team to conduct a thorough analysis of your insurance coverage and investment portfolio – you’ll not only realize immediate savings, but reap the benefits in the medium-and-long-term.

A Holistic Approach

We are dedicated towards providing clients with a strong financial foundation upon which they can accumulate wealth and other assets. We don’t look at investments in isolation. Rather, in conducting our analysis and building a recommendation, we consider all factors relevant to your financial future.

Product Suitability

With the proper coverage in place, our clients aren’t burdened with the worry of being ill-prepared for whatever curveballs life may throw at them. This provides peace of mind and allows our clients to focus on what matters most to them.

Company Profile

Crossgrove & Company Inc. is a niche supplier of Financial Risk and Wealth Management Products, who specializes in designing customer specific plans. For nearly three decades we have been dedicated to providing both service excellence and uncompromising advice to individual and corporate clients.

By making complex financial situations manageable, a team of specialists will provide you with the information, confidence, and support you need in order to build a foundation for a sound and secure financial future.

We are an independent full service firm with access to the most competitive financial products, enabling us to guide you to the best solutions the market has to offer.

Confidence, Security, Teamwork … That’s Crossgrove & Company’s assurance to you.

Our Philosophy

We are dedicated to enhancing businesses by providing our expertise and knowledge. At Crossgrove & Company, we believe in collaboration and meaningful partnerships. Our values stem from commitment and support. We encourage you to become part of our community. Together, we will help you find the solution you need and deliver a positive impact for your business.

Our Experience

With decades of industry experience and a track record of serving our clients we continue to innovate our services to meet your needs. Based in Sudbury, Ontario, we offer advice and plans for individual risk management, group benefits & retirement, and investing tailored to the needs of clients seeking to build, preserve, and transfer wealth.

Among other things, Crossgrove & Company is a benefits consulting group, offering service and support to clients across Canada. Our group of knowledgeable advisors works on a one-on-one basis to walk you through the process by determining your needs, explaining your options and finding the best solution for both the organization and its employees. From the most basic to the more comprehensive health benefit and retirement programs, we have the skills, experience and knowledge to help you choose a plan that brings the most value.

Crossgrove & Company Founded