Hub Financial Inc. Acquires Bridgeforce Financial Group Inc.

Hub Financial Inc. (Hub Financial), one of Canada’s largest distributors of life insurance and investment solutions, announced today that it has acquired, through one of its affiliates, Achievex Financial Services Inc., W.C.S Financial Services Inc., W.C.S. Achievex Inc., Allen Wong & Associates Agency Limited, BridgeForce Financial Group Inc., Cinaber Financial Inc., Ontario East Insurance Agency Ltd., and Joseph B. Woodyatt Insurance Agencies Limited (BridgeForce). Terms of the transaction were not disclosed. These BridgeForce firms are some of the largest Canadian...

Hub International Acquires Assets of Est, Inc. in Pennsylvania

Hub International Limited (Hub), a leading global insurance brokerage and financial services firm, announced today that it has acquired the assets of EST, Inc., d/b/a Coast to Coast Insurance Brokers (CCIB) and d/b/a Sage Risk Management (SRM). Terms of the transaction were not disclosed. CCIB and SRM provide commercial insurance and risk management to businesses ranging from start-ups to international corporations. CEO and founder of CCIB and SRM, Shannon Tornoe, based in Wayne, Pennsylvania, is an experienced leader in professional and management liability....

HUB International & RESAAS to Simplify the Home Insurance Process

HUB’s latest technology platform delivers choice, efficiency, price transparency, and trusted brokerage advice to clients of RESAAS agents Hub International Limited (HUB), a leading global insurance brokerage and financial services firm, today announced its partnership with RESAAS Services Inc. (TSX-V: RSS,OTCQB: RSASF), a technology platform for the real estate industry, for clients of RESAAS agents to access VIU by HUB, a digital brokerage platform for transactional personal insurance created for customers who want a digital-first experience with human interaction and advice. HUB launched...

Hub International Acquires The Assets Of Baystate Fiduciary Advisors

HUB International Limited (Hub), a leading full-service global insurance broker, announced today that it has acquired the assets of Baystate Fiduciary Advisors, Inc. (Baystate Fiduciary Advisors). Terms of the transaction were not disclosed. Based in Boston, Massachusetts, Baystate Fiduciary Advisors is a firm offering investment fiduciary advisory services to 401k and 403b plan sponsors with both a general business approach and a strong concentration in the non-profit sector. Baystate Fiduciary Advisors manages $2.9 billion in assets and services as of September 2020. Gregg Andonian, Managing Partner of Baystate Fiduciary Advisors, will join Hub Retirement and Private Wealth (Hub RPW) in New...

Hub International Acquires The Assets Of Virginia

Hub International Limited (HUB), a leading global insurance brokerage and financial services firm, announced today that it has acquired the assets of Wash Financial, L.L.C., d/b/a Washington Financial Group (WFG). Terms of the transaction were not disclosed. Headquartered in McLean, Virginia, led by CEO Joe DeNoyior and President Jeff Hamblen, WFG is a nationally recognized, award-winning leader providing innovative employer plan and wealth management services. Most recently named one of PLANSPONSOR‘s Top 100 Retirement Plan Advisers in 2018 and Retirement Plan Adviser of the Year in the Small Team category in 2017, WFG demonstrates a commitment to excellence for their plan...

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