BUSINESS FINANCIAL SERVICES

Companies, both large and small, are now operating in increasingly dynamic and challenging business environments. We are proud to be able to support and advise a range of private organisations to ensure that their business gets the help it needs to address the challenges of today – and tomorrow. With clear wealth, risk management and employee plans in place you can be sure that your company is always in the best position to meet challenges and, more importantly, respond to opportunities.

Risk Management

Managing risk in your business involves consideration of several factors that make a business productive and viable. These include management of shareholder agreements and key person benefits, as well as employee benefit plans.

Wealth Management for Business Owners

For business owners, the ability to successfully manage wealth relies on understanding which investments are best suited for you today. There are numerous investment options such as registered and non-registered savings, corporate savings and tax-free savings plans. The key is knowing, with confidence, which products will help you to meet your goals and objectives. Beginning your wealth management plan as early as possible can allow you to maximize after-tax benefits in retirement, and can prevent you from over-paying for services today.

Employee Benefits

Frank Carroll has developed a strong employee benefits division which serves both the business, and its employees. Our wide range of group benefit plans and packages can be tailored to fit any sized company and its employee benefit requirements.

With over 50 years of experience in managing employee benefit plans for clients, we stand on our proven track record.

Some of the services we provide include:

  • Group Life Insurance
  • Group Short and Long Term Disability Insurance
  • Group Critical Illness Insurance
  • Group Health and Dental Care
  • Managed Cost Plus Benefits
  • Health Care Spending Accounts
  • Prescription Drug Plans
  • Employee Assistance Programs (EAP)

Group Retirement and Investment Services

  • Group RRSP
  • Group Pension and Individual Pension for Business Owners
  • Group Non-Registered Savings
  • Group Tax Free Savings
  • Deferred Profit Sharing