MARKET FOCUS

1) Business Focus:

Group Insurance

Executive Perques

Group RRSP
Employee benefits through our Perks program
      • Group Insurance, Pensions,
      • Group RRSP, Retirement Counseling
      • Buy Sell Agreement Funding,
      • Collateral Insurance Protection,
      • Key Man Coverage
      • Executive Compensations
      • Split Dollar Plans & 
        Retirement Planning.
Employer strategic planning techniques through
2) Individual Focus:

Mature Market (Boomers)

Estate Planning 
GLIC 
Retirement Income Plans 
Pre-Paid Capital Gains Tax Account 
"No Medical" Life Insurance 
Travel Health
    • Mortgage referrals service;
    • Annuities,
    • RRSPs; GICs,
    • Seg Funds management
    • Retirement Income Program Design:
    • RRIFs,
    • Prescribed Annuities, GLICs, SWAPs etc.
      • Testamentary Gift Tax Funding Programs,
      • Estate Tax and RRIF T
      • Retirement Savings & Investment Programming;
      • ax Funding Programs;
      • Charitable Gifts
      • Succession Strategies;
3) Affinity & Association

Tailored  Insurance &  
Financial Packages

a) Association & Affinity Group Insurance & Benefit Packaging with a view to bring
    • Closer Affinity between Association and members
    • Provide value through volume purchase 
      Create fund raising mechanisms for organization.

 

 
 
 

  • No comments found
Hamilton.jpg Lake Muskoka.jpg toronto harbour.jpg Burlington.jpg Rogers Center 1.jpg CFL TigerCat Cheerleaders, Hamilton, ON.jpg Wolf Lake.jpg Croatian Franciscan Centre.jpg Guelph U.jpg Halton Country.jpg TorontoWaterFront.jpg Ukranian Church.jpg Queens U.jpg Hockey Hall of Fame, Toronto, ON.jpg Rogers Center 2.jpg Pearson.jpg Yonge St.jpg HartHouse, TorontoON.jpg vineyard2.jpg Moose.jpg CanadianRail.jpg ROM1.jpg Goose1.jpg Brock U.jpg Via_1.jpg Queens U 2.jpg WindMill.jpg lightning.jpg Western U.jpg UnionStation.jpg badlands.jpg TorontoBeach.jpg CottageCountry2.jpg LondonSkyline.jpg Niagara vineyard.jpg Univerity college U of T, Toronto, ON.jpg Niagara falls.jpg York U.jpg RoyalYork.jpg parliament.jpg Sunset1.jpg Eaton's Center.jpg cottagecountry.jpg Rogers Center-football.jpg escarpment.jpg