Corporate Risk Management Strategies
Strategic Resource for CPAs, CFOs, Tax & Estate Lawyers, Business Lawyers,
and Business Consultants
We pride ourselves in giving clients exceptional individual attention, be it recommending solutions or facilitating insurance claims resolution. We are agile, focused, and strive to deliver exceptional personal service for insurance & investments. We are team players bringing knowledgeable specialists to the table if needed.
Our team will be representing several insurance carriers to obtain better values for clients as for their insurance/investment objectives.
VALUE PROPOSITION: Tax-Sheltered Withdrawals from your Company, Accumulating them to fund Retirement and Succession
SLOGAN / MOTTO: Let’s plan for tomorrow... today
VISION: Creating more Wealthy Canadians
MISSION: Providing financial security and peace of mind through insurance/investment concepts & strategies
VALUES: Building Relationships and Trust, through added value creative strategies/concepts
BRAND IMAGE: Create clients who become our main source of referral
PUTTING YOUR INTERESTS FIRST: Your interests are paramount throughout our business relationship. Accordingly, we are pleased and proud to commit to the following fiduciary principles:
We will always put your interest first.
We will act with the skill, care, diligence and good judgment of a professional.
We will never mislead you.
We will provide full disclosure of all important facts along with an engagement letter at the beginning of our business relationship.
We will avoid conflicts and will fully disclose and fairly manage, in your favour, any unavoidable conflicts. A conflict resolution document will be handed to you at the beginning of our business relationship.
We will disclose our commissions and/or referral fees if you are interested and ask. This is your right.
When giving you options as to what to purchase, we will indicate the features, advantages, and benefits of each product. We can also indicate our commission on different options if you are interested and ask.
Insurance / Investment Advisor
We do business the old-fashioned way-by word of mouth
Please introduce us if you are satisfied with our Services
Tax Efficient Corporate Risk Mitigation Solutions incl. Cash Flow