Montridge Advisory Group: A Year in Review

What a year it has been for Montridge Advisory Group! It was a year of challenges, industry pivots, and successful business moves. We have summarized the past year below, highlighting key events that made our year one for the books.

Without further ado, let’s dive into our 2022 recap:

Montridge News

Launching Our New Website  

In the beginning of December we launched our brand new website. This was something we wanted to do for a while now and finally made it live. We are proud of the new look, and are excited to hear our community’s thoughts. 

Westland Insurance Acquisition  

This year, we were presented with an exciting opportunity to join Westland Insurance’s growing Corporate Advisory and Specialty team. This opportunity launches us forward to further our capabilities as a full-service insurance firm and grow in ways that we could have never imagined. 

Educational Webinars and Events  

Designing a benefits plan for the new world of work 

Our webinar focused on how employee needs have evolved in recent years and what you can do to adapt to satisfy the needs of your people to reduce turnover.

Want to learn more about adapting your benefits plan?

Ask The Experts Panel 2022: Live Discussion

We gathered experts in the areas of Tax, Employment Law, Human Resources, and Employee Benefits to help you navigate some of the most pressing post-pandemic obstacles and answer your most pressing questions.

Access our experts panel recording now:

Managing Partner, Judith Mewhort hosted a webinar in which she discussed the challenges and issues that money worries cause in employees' lives, how those worries affect their productivity at work, and what employers can do to help. 

Download the webinar:

Popular Blogs 

Q1 Blogs

In quarter one we published 13 blogs in total. The top 3 engaged with blogs were: 

1. New Year, New You: 5 Tips for Health and Fitness
2. 8 Benefit Rules Every Plan Administrator Needs to Know
3. Designing Rewards Programs For Diversity In The Workplace

Q2 Blogs

In quarter two we published 13 blogs in total also. Here were the top performing blogs from this month:  

1. Common Tax Misconceptions
2. Burnout is Wreaking Havoc in HR
3. How Employers Can Navigate The Great Resignation

Q3 Blogs

In the third quarter of business we created 13 blogs to educate people on a variety of topics. The following three topics were best received: 

1. How To Survive a Bear Market
2. Helping Employees Understand Over Age Dependent Coverage
3. The Pros and Cons of Employee Benefits Benchmarking

Q4 Blogs

During our final quarter of 2022, we have published 10 blogs so far. 

1. Why Every Employer Should Know About Quiet Quitting
2. Tax Updates for Employers and Employees in 2023
3. How to Encourage Employee Financial Wellness this Holiday Season

Out of all the blogs we have published this year, which one resonates with you the most? Comment your thoughts below at the bottom of this blog!

Industry and Client Events

CPHR Expo

The CPHR Expo was back live and in person this year after a 2 year hiatus. Montridge had a convention floor booth staffed by advisors, Doug Birks and Preet Pall. Attendees, presenters, exhibitors, and sponsors packed the Vancouver Convention Centre on April 26 & 27 to make a memorable event. We met some wonderful people, and plan to return to this event next year. 

2022 Ask the Experts Panel 

On Thursday, September 29th Montridge hosted our 6th annual “Ask the Experts” panel discussion at Steamworks Brew Pub in Gastown. We discussed industry hot topics related to employment law, taxation, employee benefits, and even the viral phenomenon of “quiet quitting” that has been taking over the internet for the past few months.

Cirque Du Soleil

Our client appreciation event this year was Cirque Du Soleil: Alegría. What a treat it was! The show was full of exciting acrobatics, breathtaking costumes, innovative and creative sets and playful humour. 

Annual Thank You Breakfast

Our Thank You Breakfast Open House for our insurance and professional partners  took place on December 1st at the Vancouver Marriott Pinnacle Downtown Hotel. It was the first one in over three years.

This was a fantastic event, which allowed people to mix and mingle with us and their peers while snacking on a variety of breakfast items. The event also raised $275 for the Greater Vancouver Food Bank. 

Team Building Activities

Pottery Workshop at Community Clay

The team attended a workshop at Community Clay, a local pottery studio. Learning the pottery making process was difficult to say the least. Whatever we happened to make within the timeframe we got to keep after they fired and glazed them with the correct finish. There are some odd shaped bowls on people’s desks!

Casino and Company dinner

For our Christmas party this year, we visited the PARQ casino to play some games, in the hopes of winning money for a chosen charity. We were divided into two teams and each team was given  $200 to start. There were 3 different rounds in which we played either Penny slots, Blackjack or Roulette for exactly five minutes. Once a round was done, each team cashed out & came back together to play a round of trivia. Before trivia started, each team had to bet some of their money on whether they'd win the trivia round or not. The winning team kept  the pot and added it to their gambling funds.

At the end of all the rounds, the team with the most money was crowned the winner! The winning team’s prize was to choose which charity would receive all the proceeds. In total we raised and donated $469.75 to the Lower Mainland Christmas Bureau, a charity that gives to families at Christmas.

Thank You for Your Continued Support

The team at Montridge Advisory Group would like to take this opportunity to thank all of our clients, followers and everyone who makes us the business we are. The year 2022 was a year for the history books which we will never forget. Looking forward to what 2023 brings.

If you have any questions regarding anything mentioned or outlined above, please feel free to contact us for more information.