We understand needs of small business owner’s, your hard earned money is best utilized by selecting right plan that meets your requirements at the most competitive rates. If you are looking for group coverage for your employees including prescription, dental, vision, practitioners, life insurance, key person insurance, Buy-Sell agreements, Business overhead insurance, Business owner/ Key employee disability insurance.
- Simple to understand Health & Dental Plans at affordable rates for you/employees.
- Plans with creditor protection feature
- Tax deductable options
- Key Employee/Business over-head expense insurance/Buy sell Agreements
- Tax & Estate planning
We offer following two options for services:
||Advance Service- Financial Protection Plan
- We work with you to understand your needs and then offer you plan that best meets your needs.
- Comparison shopping is then done to find lowest possible premium for similar coverage.
- Easy / simple application process.
- You are informed at each step, 100% transparent application process.
- Coverage placed is then reviewed once a year, to monitor the results achieved to results expected.
This service is FREE, no Fees involved
- This service is not for everyone, under this option, we closely work to identify the financial goals you wish to achieve.
- Once goals are identified we look at different options, then we discuss pros and cons for each option, which finally helps to select one that makes most sense.
- Complete financial protection plan is developed including statement of Net worth, Balance sheet, statement of lifestyle expenditure, statement of cash flow, Retirement planning with integration of different benefits like OAS, CPP, Company pension; As a business owner this plan report provides guideline to understand risks that could hinder the progress to achieve your financial goals. This report also suggests the amount of insurance protections coverage, to make sure you are not underinsured or over insured.
- After implementation of the selected option, we constantly monitor the plan and discuss further.
Fee based service.
|We serve all of Ontario including: Acton, Ajax, Almonte, Amherstberg, Ancaster, Aurora, Barrie, Beamsville, Belleville, Bolton, Bracebridge, Bradford, Brampton, Brant, Brantford, Brighton, Brockville, Burlington, Cambridge, Cayuga, Chatham, Churchill, Clarence, Clarington, Cobourg, Collingwood, Cornwall, Essex, Fort Erie, Georgetown, Goderich, Gravenhurst, Guelph, Grimsby, Gwillimbury, Haldimand, Hamilton, Hawkesbury, Huntsville, Ingersoll, Kenora, Keswick, Kingston, Kingsville, Kitchener, LaSalle, Lincoln, Lindsay, Listowel, London, Milton, Markham, Midland, Mississauga, Napanee, Newmarket, New Alliston, Niagara Falls, Niagara on the Lake, North Bay, Norfolk, Oakville, Orangeville, Orillia, Oshawa Ottawa, Owen Sound, Paris, Parry Sound, Pelham, Pembroke, Petawawa, Peterborough, Pickering, Picton, Port (Pt.) Colborne, Port Dover, Port Elgin, Richmond Hill, Sault Ste. Marie, Sarnia, Scarborough, Simcoe, Stoney Creek, Stratford, Strathroy, St. Catharines, Stouffville, St. Thomas, St. Mary’s, Sudbury, Tecumseh, Thornhill, Tillsonburg, Timmins, Thorold, Thunder Bay, Toronto, Trenton, Vaughan, Vineland, Wasaga Beach, Waterloo, Welland, Whitby, Windsor, Woodbridge, and Woodstock.