• Small Business Planning
• Commercial Insurance
• Collateral Coverage
• Key Person Coverage
• Group Healthcare and Dental Care Benefits
• Group Retirement Plan
• Succession Planning
• Shareholder/Partnership Agreement Planning
• Corporate reorganization - Estate Freeze
• Professional Service Referrals

Professional Service Referrals

Accounting and Taxation Services – We can refer you to accountant to get professional advice

Legal Services – We can refer you to the lawyers to get legal advice, e.g. will and trust set up