Corporate Planning
We help to guide you
We guide small and medium-sized businesses in establishing benefit programs to augment employee retention.
Service Overview*
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
Disclaimer
Insurance products and services are offered through Alfie Financial Services Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund
Insurance products and services are offered through Deckelbaum Financial Services Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund
Insurance products and services are offered through MGC Financial Services Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund
Insurance products are offered through Michael Habib, independent representative. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
Your Plan. Your Peace of Mind.
Estate planning isn’t just about documents — it’s about clarity, control, and peace of mind. Our team works closely with you to understand your goals, protect your loved ones, and ensure your legacy is preserved exactly as you intend. Let’s make sure your future is as secure as your present.