Protect Your Most Important Assets - Your People
As a business owner you, your partners, and your employees are very important to the success of your business. If something happens to you or your people it could be disastrous to your business.
Looking for a plan to protect your most important human assets?
We can provide you with a custom insurance strategy that works for your thriving business.Contact Us
What Solution Is Best For You?
Short Answer: It Depends.
Your business is unique & your people are unique, so we don't copy-paste a generic business insurance and financial plan for you. We take the time and get to know you, your business and your goals for the future—this collaborative, consultative approach is what sets us apart in the industry.
You Are Important
As a business owner you are very important to the continued success and operation of your company. Making sure the company is properly protected in case of your injury, sickness or pre-mature death is critically important. What happens if you can’t show up to work tomorrow? How do the company’s bills get paid? How do your own bills get paid?
We have solutions if something happens to you. We work with many business owners to ensure their companies and personal lives don’t get thrown into turmoil if the worst happens. We make sure to fit your custom situation and your budget.
Your Key People And Partners Are Important
Think of the most important people in your company. How much of the day-to-day success depends on them showing up every day healthy and ready to work? What happens if your key rockstars can’t come to work because they are sick or injured? How many problems does that cause for your company?
We can’t stop your key people from getting sick or hurt, but we can soften the blow to your company by making sure the financial damage is mitigated.
Your Healthy And Happy Employees Are Important
Happy and healthy employees equals happy customers and a thriving company. Health and dental benefits plans can help engage and retain your people. We work with the major benefits carriers to put together customized plans for your staff and employees.
We Can Help Protect You, Your Key People And Your Employees with:
- Key person insurance
- Buy and sell agreement coverage
- Business overhead coverage
- Disability income replacement
- Critical illness coverage
- Group health and dental benefits plans
- Healthcare spending accounts
- Insured retirement strategies
- Immediate financing arrangements
- Company retirement plans
- RRSP and TFSA matching plans
Professional, timely, customized, and cost-effective! In the end, I got a better policy and I saved money! To top it off, Robert is simply a good person.
I never knew getting insurance could be actually fun and totally enjoyable experience. Thanks to Robert, not only was I able to find insurance for my business, but he also helped me to set up a life insurance that actually works for me and will help me save money in the future. Robert takes the extra step to make sure he understands the whole picture; where you are in life, and what you trying to accomplish before even suggesting any solutions or products.
As a new massage therapist and business owner, it was really important for me to make sure that I had coverage should something happen. Robert was very knowledgeable and patient when explaining the different insurance terms and policies in a way that I could understand. He also spent time with me to better understand my family situation and our future goals so that he could make the best recommendations for me and my family.
No Pressure. No Rush.
Our independence gives us the freedom of "no pressure, no rush". It's a core philosophy that builds comfort and trust with our clients and makes sure things get done right.
Our multiple meetings process lets us get to know your unique business, and your goals. Our no pressure, no rush philosophy means that we won’t rush you to make any decisions. We are driven by satisfied clients that choose what’s best for their business; not by sales targets or commissions.
We’ll get together in-person and learn about your current situation, your goals and your concerns moving forward. This is an important first meeting as it sets the stage for our ongoing relationship. Our first discovery meeting takes place in a trusted and comfortable environment —usually our office or your office.
Crunch The Numbers And Make A Plan
From there, we’ll head back to the office and crunch numbers and come up with some suitable recommendations based on what you told us at the discovery meeting. We’ll run quotes with various insurance and investment suppliers and put together a written plan with options and pricing to present you.
We will meet with you again and present a written proposal with Considerations, Recommendations, Options and Pricing. Everything in the plan will be explained to you in plain English and we will show some options to fit your needs and budget. During this process our core philosophy of “no pressure, no rush” helps build trust and make you feel comfortable as we move forward.
Implement Your Plan
This happens about a week later—after we’ve made any proposal changes and updates based on your feedback. Once we’ve agreed on a great solution we can start to implement the plan. By the time we get to this stage we’ve gotten to know each other very well and have built a good relationship.
At all times throughout this process, our discussions are 100% private and confidential.
We Work For You
Being independent means we
answer only to our clients
Our independence is our advantage. It means we work for our clients and have your best interest at heart. Nobody tells us what to do. Nobody makes us sell you anything.
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