CORPORATE SERVICES

At Customplan Financial Advisors Inc., we are committed to the success of small, medium and large scale enterprises. We employ experience, specialist in the areas of employee benefits and corporate risk management.

Employee Benefits

Our suite of employee benefit solutions are designed to help employers attract, retain, and retire valued employees. These include:

• Group Insurance Plans
• Group Critical Illness Plans
• Group Long Term Disability Plans
• Group Extended Health and Dental Plans

Group Pension and RRSP

• Our Customized solutions enable employers to invest in the long term financial security of their employees during the retirement years.
• Our solutions adhere to the strict Capital Accumulation Guidelines (CAP)

Private Health Services

Our proprietary Cost Plus Program is designed to help successful entrepreneurs fund health care expenses in a tax favoured environment.

Business Succession

Our business succession specialist guide mature businesses through the cumbersome process of transferring leadership of a successful enterprise to the next generation.

• Buy-sell agreements and funding
• Living buy-out
• Management buy-out

Executive Pension and Retirement Planning

• Individual pension plans
• Income loss replacement plans