Protecting Your Most Valuable Assets

We are here to help safeguard one of your organization’s most valuable investments — your people. 

Through innovative and responsibly designed solutions, we create plans that protect both your executives and the significant investment your company has made in attracting, developing, and retaining top talent. Our approach is focused on providing long-term security, alignment, and peace of mind for both the individual and the organization.

We’ve partnered with Step Benefits Group to deliver a service backed by more than 30 years of consulting expertise, building programs that drive exceptional results for you and your employees

Executive Benefits Plans & Services

Key employees and in particular executives are integral to the success of your organization. Good ones are hard to find and even harder to keep. We will work with you in conjunction with some of the finest tax and legal minds available to develop a specialized executive retention package that understands the requirements of your key employees, aligns them with the best interests of your company and ensures tax effectiveness for both the company and the executive.

Services:

  • Key Person Protection
  • Buy-Sell Funding
  • Business Loan Protection
  • Succession Planning
  • Executive Disability Programs
  • Supplementary Retirement Compensation Arrangements
  • Extended Group Coverage
  • Executive Medical Programs
  • Investment Counselling
  • Retirement and Estate Planning

Individual Insurance Plans

We specialize in Individual Financial Services with a personalized approach. We understand that people lead busy professional and personal lives and often need guidance in navigating and planning for their personal and family financial needs.

We work to analyze each unique situation, and to design a customized strategy to help our clients achieve their financial goals often times exceeding expectations. All of plans guarantee the most tax-efficient approach.

We select the best products from a wide variety of financial institutions and this comes as a result of our guarantee that we are an independent organization, advocating for you and building long lasting client relationships.

Services:

  • Cash Value Participating Life Insurance
  • Universal Life Insurance
  • Term Life Insurance
  • Critical Illness Insurance
  • Long-Term Care Insurance
  • Disability Income Replacement Insurance
  • Mortgage Insurance
  • Out of Canada Travel Plans
  • Individual Health and Dental Care Plans

Reach out to learn more about our Benefits and Pension Plans

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