Navacord Corp. has finalized the integration of all three divisions of the Vanta Group with the addition of Vanta Group Life Inc., which officially joined the firm on April 1.
Now operating under the name Navacord Vanta Life, the final component follows the onboarding of Vanta Benefits in 2022 and Vanta Wealth in 2023.
Founded in 2015, Vanta Group Life specializes in advanced life insurance strategies and succession planning for business owners, professionals, and high-net-worth clients. The firm is led by partners Rich Groom, Noah Jones, John Huot, and Charles Park, who bring experience in estate preservation, risk management, and intergenerational wealth transfer.
Vanta was established to provide structured and tax-optimized solutions for succession and estate planning. Its team includes insurance professionals, CPAs, and market specialists focused on long-term strategies for business families and high-net-worth individuals.
Navacord executive chairman T. Marshall Sadd said that the addition of Vanta Life brings further technical capabilities to the company’s high-net-worth segment.
“This firm adds a valuable dimension to our financial services capabilities, reinforcing our continued commitment to delivering specialized solutions from coast to coast,” said Sadd.
The Vanta Life leadership team noted that joining Navacord gives them access to a broader national network of 75,000 commercial clients and infrastructure that will allow them to scale services.
They described the transition as an opportunity to continue working with existing clients while expanding their advisory reach through Navacord’s platform.
This transaction, Navacord’s second partnership in the life insurance segment in the past six months, contributes to its strategic goal of increasing its presence in the financial services sector.
Founded in 2014 and based in Toronto, Navacord manages $5 billion in premiums across more than 50 local brands. The company operates in commercial and personal insurance, travel, group benefits, and financial planning.
