Services Available: For Small Business Owners

• Executive Compensation Planning
• Buy-sell Funding / Shareholder Agreement Funding Strategies
• Collateral / Key Person Insurance
• Tax Strategies / Solutions
• Disability Insurance and Business Overhead Expense Insurance
• Small Business Payroll RRSP & TFSA Programs
• Non-Registered Savings Plans
• Small Business Pension Plans
• Corporate Owned Life Insurance
• Tax Exempt Life Insurance Investment
• Charitable Giving

Payworks

Payroll Services  –  Human Resources – Benefits Integration – Absence Management – Time Management – Applicant Tracking
Click here to view more information on Payworks.

Business Planning:

• Facilitate, in conjunction with your existing professional advisors and our tax and estate planning team, a comprehensive program specific to individual, family, and business objectives.

Employee Benefits:

• As the owner of a small business, you control your plan , and you understand how important your employees are to you. Simply put, the right employees can make the difference in the success of your business. Today, top employees demand a comprehensive health insurance plan , this is where we can help.

• Manulife – Business Owner
• Small Business Advisor