We have over thirty years of experience working with businesses and business owners to deliver the financial products and services that they need.
We have designed and managed Group Benefits Plans and Group Pension Plans for groups across a broad range of industries and for groups ranging in size from as small as a few employees to a few thousand employees.
We have likewise provided financial advice for owners of a wide variety of businesses. We understand the unique concerns of business owners. Whether you’re looking to protect your business in the event of the disability or death of a partner or key employee, looking to ensure a smooth transition of the business to future generations or looking for ways to get your hard-earned money out of your business in a tax effective manner, we have the experience and expertise to find and implement the solution that is right for you.