Group Retirement Plans

Click here for options available for retirement.



Third Party Administration

Did you know Belmont Health and Wealth offers third party administration which gives you more flexibility and options?



Wellness Strategies

Looking to incorporate Wellness into your personal life or at your company? Check out what Belmont Health & Wealth has done.



Product Offerings

  • Benefits (Hour) Banking
  • Health & Welfare Trust Management
  • Financial Accounting and Consulting
  • Plan Consulting & Marketing
  • Third Party Plan Administration (TPA)
  • Third Party Claims Payment (TPP)
  • Education and Communication
  • Wellness Support
  • Home & Auto
  • Benefits Consulting

How We Help With Union Employee Benefits

At Belmont, we know the business and culture of unions and multi-employer plans – because we’ve been working them for over 20 years! We will work with you to provide the best coverage options for all of your members. We offer comprehensive, affordable, union employee benefits for union groups of all sizes – from life and health, to travel and disability, our customized plans will keep your members happy and healthy.

We know that serving the member is the most important job and choosing a benefits provider for your plan is a big responsibility – one that you don’t take lightly. Rest assured, Belmont Health & Wealth provides innovative solutions for all your Employee Benefit needs. With over 40 years of providing business solutions and thousands of employees covered, our employee benefits packages will ensure your team receives the coverage they need to lead healthy, balanced lives.

Ready for Business? Contact us now to get the job started!

"Belmont Financial Group has been our plan administrator for over 13 years. Throughout this time our Trustees and union members have developed a good working relationship with Mike Moores, Jim Osmond and other office staff, improving with the change in ownership.
In 2012, the Trustees requested quotes and information from other administrators of similar plans however we decided to remain with Belmont due to the past service and fair treatment we had received."

- Ed Pace, Trustee, Local 56 Plumbers and Pipefitters Pension and Health Trusts

Ready to Talk Shop?

Contact us now to get the job started!


Dartmouth Office

Belmont House 33 Alderney Drive, 7th Floor Dartmouth, NS, B2Y 2N4

1 888 235 6169


Saint John Office

133 Prince William Street Suite 605, Saint John, NB E2L 2B5

1 800 565 7050


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