Business Planning

We support owner-operator businesses and their employees.

As a firm, our focus is to understand your goals and develop a plan to reach them. We provide insurance and financial services to  businesses in Winnipeg and the surrounding area.

Business Planning

Group Benefits

For business owners, taking care of your employees is an item to think about. Group health and dental plans increase employee loyalty and morale, and is something that will help you keep your employees.

We customize group health and dental plans to suit your business’ needs/wants. Contact us for a quote today.

Business Planning

Group Retirement and Savings Plans

For business owners, group retirement and savings plans can play a key role in attracting and retaining quality employees.

Just like you, your dedicated employees are working towards a safe, secure future. Either provided independently or paired with group benefits, a group savings plan is a convenient, flexible and affordable way to help your employees reach their long-term financial goals.

Employees gain instant tax savings for their Group RRSP contributions, since they are made using pre-tax payroll deductions. They also receive the peace of mind that comes from knowing every month they are building towards retirement.

I can help you and your valued employees choose group retirement and savings products. We will design an investment plan tailored to fit the needs of everyone involved. Choose from products like:

  • Registered retirement savings plans designed specifically for groups
  • Deferred profit sharing plans
  • Defined contribution pension plans
  • Non-registered savings programs

Contact us today to learn about how group retirement and savings plans can benefit your business.


Planning for Business Owners

We work with business owners to make certain they have the proper insurance planning in place personally and professionally. We will make sure that any hiccup that comes about is planned for.

building bridges to financial freedom