Our Approach
Helping you build your business and your future
Solutions and advice for business owners
Let us simplify your life so you can focus on what’s important to you.
Retirement &
Pension Plans
Retirement solutions for the business owner
Key Executive &
Life Insurance Plans
Protection for your business and your family
Funding Buy/Sell
Agreements
Succession planning for smooth transitions
Employee
Benefits
Employee health, dental and retirement benefit programs
PRETIREMENT AND PENSION PLANS
Build your business and your retirement savings
Being a business owner doesn’t mean giving up retirement savings. Our advisors can help you plan a comfortable retirement.
Retirement solutions for the business owner:
- Insured retirement plans
Build cash on a tax deferred basis with a permanent life insurance policy. - Individual pension plans
Boost your retirement savings while lowering your company’s tax burden.
KEY EXECUTIVE AND LIFE INSURANCE
Protect yourself and your company’s legacy
Insurance can help you prepare for unexpected losses and grow your business.
Key Executive and Life Insurance solutions for business owners:
- Key executive insurance
Protect your company from the impact of losing a key executive. - Collateral life insurance
Use insurance as security when you want to grow your business.
FUNDING BUY/SELL AGREEMENTS
Planning for change
Make sure you have a plan in place to handle retirement or the death of a shareholder.
Buy/Sell Agreements:
- Succession Planning
Develop a plan to ensure a smooth transition of leadership. - Funding buy/sell agreements
Use life insurance as an effective means to fund buy/sell provisions.
EMPLOYEE BENEFITS
Employee benefits — attract top tier talent
Attract the best talent and make sure they thrive with employee health, dental, and retirement programs.
Employee Benefit Solutions:
- Benefit Plan design
Create a benefits package to keep your employees healthy and engaged. - Employee Extended Health & Dental
Allows reimbursement for eligible medical expenses not otherwise covered. - Employee Life & Disability
Offers protection through group life insurance and disability benefits
- Employee Critical Illness
Offers protection against the financial impact of a serious illness. - Personal Health Spending Plan
Offers credits to apply to health care expenses not otherwise covered. - Group RRSP
Helps employees save for retirement with simple or personalized options.
FINANCIAL CONSULTANTS
Advice built around you
Whether you are just getting started or planning for what’s next, our Financial Consultants bring the expertise to guide you forward.
You’ll get tailored advice and clear direction to help you make informed decisions at every stage.
*Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc.
Private wealth advisors
-
Brett Corcoran, QAFP
Brett is here to listen and to help. You can expect from him solid and informed solution for things like: Estate planning Family coverage Business insurance
How can we help you today?
No matter what your need, goal or life stage, we’re here to help improve your financial health.
Legal:
*Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing and Aviso Wealth are divisions of Aviso Financial Inc.
** Life and Health Insurance services offered through Coastal Community Financial Management Inc.
***Insurance services provided through Coastal Community Insurance Services (2007) Ltd.