Group Benefits

Group benefits are a cornerstone of our practice, rather than an afterthought. As independent brokers our goals are to find the best carrier for your company, big or small.  As the exclusive Chambers Group Benefits Plan advisor to Cochrane, I can also source excellent plans for one or two-person companies, including sole proprietors. The group benefits landscape is one of the most complex programs and can often be a source of overwhelming for business owners. Let us do the heavy lifting, and find a great plan that’s a fit for you.

Life Insurance

No one wants to think about it, but planning for the unthinkable is crucial to protecting not only your loved ones but your business as well.  As brokers we can source great rates and the right products for you, your family, and your business partners, so the unthinkable won’t sink the ones you love.

Disability & Illness Protection

We buy insurance for our houses, cars, trailers, and boats, but we generally forget about our most important asset: ourselves.

Our ability to earn an income is often dictated by our health, which is so easily taken for granted.  What would happen to you, your business, or your family if an injury or illness suddenly left you unable to do your job?  Between disability and critical illness coverage, there are solutions, and we can help you find the right one for you.

Investment Solutions

RRSP, TFSA, RESP, RDSP, RRIF, LIRA, ETF, IPP – and the list goes on…  we can help demystify the jargon and craft a strategy that will help you attain the goals of today, and build toward the future of your dreams.

Health Spending Accounts

A health spending account is an excellent strategy for incorporated businesses to mange health and dental expenses for employees or owners.  Flexible and tax-efficient, these plans can be a savvy addition to your overall corporate strategy.

Working with Elevate Financial is easy!

Step 1

Discovery Call

Book a free consult where we will learn about your unique situation, goals, and needs.

Step 2

Review The Options

We scour the market to find the best options and create a custom proposal for you.

Step 3

Implement and Relax

Choose your best option, enroll, and rest easy, knowing you’re protected and on-track.

Here are a few resources to get you started

These can help you can stop worrying about whether you’re on the right track financially, and get back to your business, and your life.  It’s time to conquer your money.