Our organization is focused on maximizing the return on your investment in employee benefits.

GREAT BENEFITS WITH AFFORDABLE PROGRAM PLANS

Give your employees the protection they deserve and make your company a place where people want to work

BECAUSE YOU HAVE YOUR OWN OBJECTIVES...

Providing financial security for your family is of utmost importance to us

YOUR SAVING NEEDS ARE AS INDIVIDUAL AS YOU ARE

We provide a complete range of investments products.

ENJOY RETIREMENT

There are many options available when putting together a group retirement plan.

Areas of Expertise

Employee Benefits

We understand that you are the boss and that we work for you. We consider ourselves an extension of the human resources department, and are employees just like everyone else.

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Group Retirement - Low Fee Group RSP

Employer sponsored retirement plans are the fastest growing segment in our market. Low fee group RSP is our slogan and our commitment.

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Life Insurance – Critical Illness and Estate Planning

Providing financial security for your family is of utmost importance to us.  Life is always changing and we will be there for you as it does.

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RRSP – TFSA – OPEN Accounts – Investments

We provide boutique investment advice while creating customized and comprehensive investment portfolios with an emphasis on managing risk, balancing growth, and tax efficiency.

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Our Process

Meet

This step is the initial discovery meeting. The purpose of this meeting is to take time to better understand our clients current and desired situation. During this meeting we will collect all the hard data including current investments and current insurance products and spend significant time understanding your desired situation.

Analysis

After completing our discovery meeting, we move into the research and analysis phase. During this step in our process we will complete a detailed analysis including analyzing your current investment portfolio and other financial strategies against your stated desired goals.

Solution

The solution phase of our process will include making a product recommendation as it relates to your current and desired situation. If we do find any shortfalls in your current financial plan, we will make a product recommendation that takes into consideration your current cashflow and desired outcome.

Service Commitment

The Corporate Solutions Team prides itself on delivering ongoing service and consultation. As your goals and dreams change, we adapt your financial plan to meet those changes. Maintaining relationships is our number one priority.

Insurance Companies Represented

Testimonials

Let’s discuss your business needs.

We will guide you all the way and provide the best solutions

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