Halifax, February 1, 2021 – Luedey Consultants Inc. (LCI), a leading and recognized services consultancy in Atlantic Canada, today announced that it will merge with Sterling Capital Brokers (SCB). The combined company will be one of the largest independent employee benefits consultancies in Canada.
Founded in 2002 by Bill Luedey, LCI is a boutique services consultancy with more than 70 clients in Atlantic Canada, including both private and public sector employers and several union companies. LCI is headquartered in Halifax, Nova Scotia and has an office in Fredericton, New Brunswick. The team has over 100 years of consulting experience including performance plan reviews, plan management, damage analysis, market analysis, benchmarking, member communication and call for proposal coordination.
Commenting on the transaction, LCI President Bill Luedey said, “This is an exciting time for us as we believe the strengths of LCI and Sterling are a perfect fit for the customers of both organizations. By complementing LCI’s advisory expertise with Sterling’s approach to small to medium-sized retirement plans, our combined services are well positioned to provide valuable employee benefit advice to current and prospective clients in Atlantic Canada and other regions of Canada. «
« Luedey Consultants is a highly respected organization with an exceptional reputation in Atlantic Canada. The alignment of core values makes LCI an ideal partner for SCB. This merger will give the combined company access to new regions and strong in-house advisory capabilities from LCI. » John Griffin, President of SCB, said: « I am really looking forward to working with Bill and his amazing team. »
Sterling Capital Brokers (SCB) was founded in 2014 and is headquartered in Toronto, Ontario. SCB is one of the largest independent consulting firms in Ontario specializing in serving high-growth small and medium-sized businesses. SCB offers its clients comprehensive performance advice and bespoke plan management services that enable Sterling to provide fast, bespoke solutions to its clients. SCB offers customers a single point of contact for all questions about employee benefits so that their customers can grow again faster.