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Business Owners

Save Money, Save Tax & Live Well

Group Benefits and Financial Strategies for Small Business Owners

Protect your employees with affordable and flexible Group Insurance and help them save with a Group Retirement plan. Create tax opportunities for you and your business & lower your risk.

Group Insurance

  • Health Spending Accounts (HSA) allowing you to build a benefits program that works for your small business needs and the needs of your employees
  • Prescriptions
  • Dental
  • Vision
  • Wellness
  • Massage
  • Extended Healthcare
  • Disability Insurance
  • Life Insurance

Group Retirement

  • Reduce payroll expenses
  • Lower fees
  • Tax benefits
  • Registered Retirement Savings Plan (RRSP) and Spousal RRSP
  • Tax-Free Savings Account (TFSA)
  • Registered Pension Plan (DPSP)
  • Deferred Profit Sharing Plan
  • Individual Pension Plan (IPP)
  • Personal Pension Plan (PPP)

Advice

  • Simplify your finances by integrating your personal and business planning
  • Financial planning with a Certified Financial Planner (CFP) focusing on small business owners regardless of the stage and size of your business
  • Tax efficient solutions and Tax minimization strategies for your business and family
  • Asset Protection and Risk Management
  • Retirement planning and Estate Planning
  • Business succession / exit planning

Your ability to earn an Income is your most valuable asset. Protect your Income for less than a cup of coffee a day!

Group Insurance for Health and Dental benefits

*Based on 30 days per month. Injury only, 24-hour coverage, 30-day elimination period, to age 70 benefit period, under age 64. Other occupational classes are available. **Subject to all terms and conditions for receiving a benefit under the policy. ***Based on payout to age 70.

There are also other health insurance plan options that may be a good alternative or supplement to your traditional plan. Simply write off 100% of your health and dental expenses through your small business (must be incorporated)

A Health Spending Account (HSA) allows you to build a benefits program that works for your small business needs and the needs of your employees.

 

      • Starts with an HSA to cover qualifying health and dental expenses.
      • Expenses reimbursed through your HSA are 100% tax-free to employees and 100% tax-deductible to the business.
      • Customize your plan by selecting from our optional coverage(s) that best suits the needs of your business and employees.
Affordable Health and Dental Coverage
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