Services:

Provision of CFP’s and Tax professionals to help with:

• Key Person protection & bonusing

• Buy / Sell agreements

• Structuring of benefit plans

• Benefit Plan Funding

• Estate Planning & Business Succession

Group Benefits:

• Health, Dental, Life, Disability, Critical Illness

• Health Trusts / Savings Plans / Self Insurance

• Solutions for part-time & seasonal employees

• Voluntary options

Group Investments:

• Profit Sharing, RRSP, RESP, Pension Plans

Coverage for Owners & Investors:

• Buy / Sell Coverage

• Key Person Coverage

• Tax Shelters

• Business Succession

• Salary Continuation Plans [Disability]

• Capital Gains Planning & Coverage

Personal Coverage:

• Health & Dental Plans

• Life Insurance [Term & Permanent]

• Mortgage Insurance [Life & Critical Illness (Return Of Premium available)]

• Disability Insurance for most occupations

• Critical Illness