Business Financial Services

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 involves knowing what 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 what products best suit your goals and objectives.

Beginning your wealth management plans early can allow you to maximize after-tax benefits in retirement, and can prevent you from over-paying for services today.

Employee Benefits

Frank Carroll Financial has a strong employee benefits division that serves both the business and the employees. Some of our services include the following:

• 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