How We Can Help

We are dedicated to business owners with a comprehensive team of experts to look after your financial needs. Our client satisfaction team looks after your day-to-day needs, ensuring that you’re well looked after and always have someone to talk to along the way.

  • EMPLOYEE BENEFITS

    • Insured Benefits

    • Administrative Services Only (ASO) & Cost Plus

    • Flexible Benefits

    • Health Spending Accounts

    • Wellness Spending Accounts

    • Disability Management

    • Mental Health & Wellness

    • Employee Assistance Plans

  • INDIVIDUAL BENEFITS

    • Personal health & dental plans

    • Personal / Executive health assessments

    • Private health insurance for treatment in the U.S.

  • GROUP RETIREMENT SAVINGS PLANS & PENSION

    • RRSP – registered retirement plans

    • RPP – registered pension plans

    • DPSP – deferred profit sharing plan

    • TFSA – tax-free savings account

    • I/PPP - Individual/Personal Pension Plans

  • TRAVEL & EXPAT INSURANCE

    • Company travel insurance – ex-pat & in-pat

    • Personal travel insurance

  • EXECUTIVE HEALTH PLANS

    • Executive health assessments

    • US health insurance for Canadian Execs