Buy/Sell Funding

Ensure a smooth business transition with a well-structured Buy-Sell Agreement backed by the right insurance strategy. If a shareholder passes away, becomes disabled, or chooses to exit the company, a buy-sell agreement provides a clear, legally binding roadmap for transferring shares—protecting the business and all parties involved.
Life and disability insurance can be used to fund the buyout, ensuring the remaining shareholders aren’t caught off guard by unexpected financial burdens.
Our experienced advisors work closely with your legal and accounting teams to design a tailored solution, including optimal policy ownership structures. Plan ahead today—protect your business tomorrow.
Book a free consultation today. Speak with an expert and contact us at 905-850-5267 for a free quote.
What We Offer

Dental
Protect your team’s health and confidence with affordable, reliable dental coverage they’ll actually use.

Life Insurance
Give your team peace of mind with life insurance that protects what matters most—their families.

Health & Wellness
Support your team’s total well-being with coverage that promotes physical, mental, and emotional health.

Vision & Prescription
Keep your team sharp and focused with coverage for eye care and essential medications and treatments.
Boosting Business With Benefits
Services

Group Benefits
Protect your team with top-tier health, dental & disability coverage. Boost morale & retention today!

Corporate Insurance
Protect your team with top-tier health, dental & disability coverage. Boost morale & retention today!

Group RSPs
Help employees save for tomorrow with Group RSPs. Boost financial wellness & loyalty. Book a call today!

Retiree Benefits
Retirement shouldn’t mean losing benefits. Custom retiree health plans for peace of mind. Get free quote!
Why Clients Choose Us
Their innovative approach and insightful recommendations helped us streamline operations and boost profitability within just a few months.

Sarah Green
The consulting team’s expertise transformed our strategy, driving growth and efficiency across all departments in record time.

Sam Smith
Thanks to their guidance, our business achieved measurable results, with improved processes and stronger financial performance.

Nick Carter

FAQs
What types of employee benefits are most common for small businesses in Canada?
How much do employee benefit plans typically cost?
Are there tax advantages to offering employee benefits?
Do benefits really help with employee retention?
Can small businesses with fewer than 10 employees get affordable benefits?
Absolutely. Many providers offer scalable group plans tailored for small teams. Pooled plans (where multiple small businesses join together) can also reduce costs while maintaining quality coverage.