Group Life & Health Benefits
Life, ACCIDENTAL DEATH & DISMEMBERMENT, LONG-TERM DISABILITY, SHORT-TERM DISABILITY, Medical, Dental, CRITICAL ILLNESS
Are you dissatisfied with the level of service currently being provided to you with respect to your group insurance program? Are you questioning the current plan design and pricing of your group plan? Are escalating premium rates of concern to you?
We can provide an expert assessment of your plan to assist you with the most appropriate options. We can work with you in finding solutions that are right for you. Regardless of the size of your operations, based on your unique circumstances, we will utilize our vast and broad array of experience, taking into account your budget and ongoing needs.
Group Retirement Plans
Did you know that 89% of Canadians believe workplace-based group retirement plans should be available to all working Canadians? Have you considered a Group RRSP or a Deferred Profit Sharing Plan for your employees?
These plans can attract and retain the best and most gifted employees. They can be set up for any size operation. We will work with you to develop and implement a retirement program for your employees and work with them and their families individually to address their retirement needs.
Individual Insurance
Life, ACCIDENTAL DEATH & DISMEMBERMENT, Disability, Medical, Dental, Critical Illness and Long Term Care
Did you know that Life Insurance could also be used as a strategy for Investments and to address Tax and Estate planning issues?
We can work with you to assess your individual insurance needs taking into consideration your unique circumstances. We will discuss this with you in a non-pressure environment, utilizing our proactive and innovative approach.
Are you looking for individual health and dental plans? Check out the links below:
Investment Planning
Are you concerned about market volatility and its impact on your investments?
We can assist you in the selection of investment products that fit your unique needs fully recognizing your risk profile, time horizon, retirement plans and lifestyle choices. We will work with you to ensure that your investments take into consideration your changing needs and situation.
Business Owners & Corporations
Did you know there are financial strategies out there that can position you and your business more efficiently from a tax perspective?
We will assist in financial planning for buyout in the event of retirement, disability or death. We will assist in developing a sound financial management strategy supporting the continued viability of the business. We will work with your tax and legal experts to deliver tax effective solutions.
