The Greenwood Centre
3200 Deziel Dr. Suite 210
Windsor, ON, N8W 5K8
Phone: (519) 974-6688
Toll Free: +1 866-973-4846
Fax: (519) 974-7192
Whether your company is a start-up with few employees or large and well-established, you can offer attractive group benefit packages to your employees with access to a range of coverage, including life insurance, health, dental, and more.
Pension plans are a great way to help attract and retain employees, and there are more options and plan types now than ever before. Let us help you understand which option is best suited for your business and your employees.
We can design a HCSA program to meet the needs of your employees and compliments your current group benefits program all the while being able to control the cost outlay to the business. Your employees use the funds for whatever eligible expenses are important to them.
A buy/sell agreement insurance strategydetermines what will happen to the shares of a business owned by a partner who passes away. It may mandate that the shares revert to a spouse or child, or it may require that the remaining partners buy the newly available shares. To ensure that capital is available to support a buyout, oftentimes parties will invest in a life insurance strategy.
A Key Person protection strategy can be described as an insurance contract taken out by a business to compensate that business for financial losses that would arise from the death or extended incapacity of an important member of the business.
Planning for the succession of your business can be very complicated. We work to educate and assist business owners on how to successfully accomplish the transition process in a tax-effective way.
Mutual funds are offered through Manulife Securities Investment Services Inc. Insurance products and services are offered through Seguin Financial Group Ltd. Seguin Financial Group is a trade name used for both mutual fund & Insurance business activities. Banking products and services are offered through referral.