July 1, 2024
Financial products and services address specific needs in your financial plan and help you build a successful business. As an advisor, I can access a broad range of insurance, investment, employee disability, and group benefits to help meet your individual and business needs and goals. You may have put all your focus and hard work into your business, so it makes sense to protect it adequately against financial risk and unify it with your wealth creation plan.
Solutions we offer for your business
My training lets me advise your financial planning strategies for setting individual life goals. If you own a small business, we will ensure that we integrate all aspects of the financial plan to work harmoniously for your best interest. Your goals inspire what we do for business owners:
- Life insured debt protection
- Life insurance-protected buy-sell agreements
- Disability income benefit
- Critical Illness Insurance
- Employee Insurances
- Health-care and dental-care benefits
- Life and accidental death and dismemberment benefits
- Group benefit plans to help retain your outstanding staff
- Capture business growth value
- Reduce capital gains tax problems in your estate
Publisher's Copyright & Legal Use Disclaimer
All articles are a legal copyright of Adviceon®Media.
The particulars contained herein were obtained from sources which we believe
are reliable, but are not guaranteed by us and may be incomplete. This
website is not deemed to be used as a solicitation in a jurisdiction where
this representative is not registered. This content is not intended to
provide specific personalized advice, including, without limitation,
investment, insurance, financial, legal, accounting or tax advice; and any
reference to facts and data provided are from various sources believed to
be reliable, but we cannot guarantee they are complete or accurate; and it
is intended primarily for Canadian residents only, and the information
contained herein is subject to change without notice. References in this
Web site to third party goods or services should not be regarded as an
endorsement, offer or solicitation of these or any goods or services.
Always consult an appropriate professional regarding your particular
circumstances before making any financial decision.
Mutual Funds and/or Segregated Funds Disclaimer
Commissions, trailing commissions, management fees and expenses all may
be associated with mutual fund investment funds, including segregated
fund investments. Please read the fund summary information folder prospectus
before investing. Mutual Funds and/or Segregated Funds may not be
guaranteed, their market value changes daily and past performance is not
indicative of future results. The publisher does not guarantee the
accuracy and will not be held liable in any way for any error, or omission,
or any financial decision. Talk to your advisor before making any financial
decision. A description of the key features of the applicable individual
variable annuity contract or segregated fund is contained in the
Information Folder. Any amount that is allocated to a segregated fund is
invested at the risk of the contract holder and may increase or decrease
in value. Product features are subject to change.