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Our Services

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We understand clients have different goals and objectives. In order to achieve cost-effective coverage, we work hand in hand with your team to leverage available financial resources to achieve desired outcomes.

Our clients work closely with a team of dedicated professionals who assist and support your business needs.

It has always been our goal to establish long-term, high-touch relationships and this proven approach has sustained our business for over 70 years.

 

Corporate Services

  • Succession Planning

  • Key Person Insurance

  • Buy Sell Insurance

  • Business Overhead Insurance

  • GDPSP

  • GTFSA

  • GRRSP

  • Retirement Education

  • Defined Contribution Pension Programs

  • Pension Plan Wind-ups

Group Retirement

  • Life Insurance

  • Accidental Death and Dismemberment

  • Long Term Disability

  • Health and Dental

  • Employee Assistance Program

  • Medical and/or Security Evacuation

  • Wellness Programs

Global Benefits

  • Health Care

  • Disability Insurance

  • Critical Illness

  • Long Term Care

  • My Dignity Simplified Long Term Care Insurance

Living Benefits

  • Estate Planning

  • Generational Giving

  • Planned Giving

  • Family Trusts

Fiscal Strategies

Immediate Financing Arrangement

  • A Financial planning strategy for high net worth individuals

  • Provides you the opportunity to let your money work twice as hard

Industries We Serve

Banking and Financial Services

Law

Engineering

Film and Entertainment

Manufacturing and Packaging

Club Management

Information Technology

Tourism

Mining

And many more industries...

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