CORPORATE PLANNING
WE GUIDE SMALL AND MEDIUM-SIZED BUSINESSES IN ESTABLISHING BENEFIT PROGRAMS TO AUGMENT EMPLOYEE RETENTION.
SERVICES OFFERED*
Group Insurance Benefits
- Health and dental
- Life
- Short and long term disability
Group Annuity Plans
- Group RRSP
- Deferred Profit Sharing Plan (DPSP)
- Registered Pension Plans
OTHER SERVICES
INVESTMENT PLANNING
Because money doesn’t come with instructions.
TAX PLANNING
Investments are a matter of opinion. Taxes are a matter of fact.
RETIREMENT PLANNING
Planning is bringing the future into the present.
ESTATE / INSURANCE PLANNING
A team of professionals at your service to meet your needs.