About Our Services
At Plan for Wealth, some of our tools are:
Group Health & Savings Plan Design and Management
- A relationship based service model with on-site support.
- We offer benchmarking & analysis of your plan to ensure its provides maximum value to the company and its employees.
- As brokers, we shop the whole market at every renewal and negotiate on your behalf
- Personal guidance to assist members with pension plan decisions.
- Key person insurance experts for key business persons to protect the business and its future.
Protection and Insurance:
- Life Insurance, Mortgage & 'Debt' Insurance
- Disability, Critical Illness & Long Term Care Plans
- Personal Health & Dental Plans
- Travel Insurance
Investments:
- Attentive, expert Investment Management
- A wide range of Investment fund solutions
- Custom retirement plans
- Guaranteed Investments at great rates
- Education Savings Plans (resp)
We are Independent Brokers working for our clients.
Not sure if we do what you need advice for? Call Rhonda at 519-778-0905 or Zach at 519-504-6382.
We are confident we can help.
Plan for Wealth. We Plan. You Prosper.