Services and Solutions

Helping you create financial security beyond your business

Whether you are looking for a comprehensive employee benefits plan, or personal services to improve your future – we are here to help.

Employee Benefits Inc.

Helping employers invest in their people by creating cost effective and innovative programs. Employee Benefits are a significant corporate investment with an expectation for a high rate of return. That is why employers regularly look for opportunities to measure performance, assess competitiveness, and reduce administration costs. We can help by:

• Creating innovative solutions allowing you to maximize your Employee Benefits dollars
• Optimizing the rate of return you receive from the investment you make in your people
• Building, maintaining and monitoring Employee Benefits programs that exceed your expectations
• Suggesting alternative funding methods, and conduct regular assessments and market reviews 

Disability Concepts Inc.

We are here to help you protect your paycheque, assets, lifestyle and independence. Disability and critical illness can irreparably disrupt the lives of working professionals and employees. Employers need ways to support their workforce and manage company assets. We help by:

• Having in-depth knowledge and up-to-date information about disability industry products and trends
• Assuring you are receiving the best possible protection at the most competitive price
• Designing and implementing innovative disability and critical illness product solutions
• Providing frequent reviews to ensure the competitiveness of your programs

Personal Financial, Insurance and Investment Plans

We are here to help you reach your goals. Financial planning means different things to different people. To some it is as simple as balancing a cheque book. To others, it is about investing and speculation. When we talk about financial planning we're referring to the creative discussions and unique processes that will allow us to help you with your personal and financial objectives. We have experts in Financial Planning, Insurance Planning and Investment Planning that can help you achieve your goals by:

• Establishing your current goals and objectives
• Creating a financial plan
• Family income and asset protection
• Income Replacement in the event of an accident or illness
• Retirement plans
• Critical Illness Coverage
• Estate tax minimization plans
• Diversified portfolio management
• Tax efficient investment planning
• Education funding

Medical Access Insurance

We are here to help you reach your goals. Financial planning means different things to different people. To some it is as simple as balancing a cheque book. To others, it is about investing and speculation. When we talk about financial planning we're referring to the creative discussions and unique processes that will allow us to help you with your personal and financial objectives. We have experts in Financial Planning, Insurance Planning and Investment Planning that can help you achieve your goals by:

• Establishing your current goals and objectives
• Creating a financial plan
• Family income and asset protection
• Income Replacement in the event of an accident or illness
• Retirement plans
• Critical Illness Coverage
• Estate tax minimization plans
• Diversified portfolio management
• Tax efficient investment planning
• Education funding