Business & Corporate Financial Services
Financial solutions designed to support business owners, incorporated professionals, executives, and their teams. These services focus on protecting the business, attracting and retaining employees, and planning for long-term stability.
Group Health & Benefits Planning
Design and ongoing management of group benefits plans to support employee health and wellbeing, including:
- Health, dental, and vision coverage
- Disability and critical illness insurance
- Cost-effective plan structures for small and mid-sized businesses
- Group RRSPs and DPSPs
- Individual Pension Plans (IPPs) where appropriate
- Employer contribution strategies and plan administration support
Group Retirement & Pension Solutions
Retirement programs that help employers attract talent while supporting employees' long-term financial security, such as:
Buy–Sell Insurance Planning
Insurance strategies that help business partners plan for ownership transitions in the event of death, disability, or critical illness, including:
- Funding buy–sell agreements
- Ensuring business continuity
- Protecting surviving owners and family members
- Insuring individuals critical to revenue or operations
- Providing liquidity to support business continuity
- Helping offset recruitment and transition costs
Key Person Insurance Strategies
Protection for businesses against the financial impact of losing a key employee or owner by:
Structured advice designed to protect your business today and plan for the future.
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