Business Directory

Canada's leading full service investment and wealth management firm.  Clients have access to a full suite of resources, including the expertise and personal attention of advisors.  Our full-service wealth management offering is a comprehensive, team-based approach that brings together the advice and planning clients need to build, grow and transfer their wealth.

Korenblum Wealth is a team of highly-skilled consultants who advise successful business owners on how to navigate isuues related to Wealth, Tax and Insurance Planning.

I have been a Desjardins insurance agent since 1998. I previously worked for two agents prior to opening my own agency in King City in Oct 2007. I pride myself on providing value-added, remarkable and a memorable client experience. My goal is to help people protect assets and preserve wealth. My passion for helping families and giving back to my community is the reason I do what I do. My agency provides insurance for your Auto, Home, Business, Life and Health Insurance needs. Experience matters. And it matters most when reviewing your insurance needs. We get to know our clients and we go through all of their big events-their first car, first home, first baby etc... We're there for all the great things that happen and we're there when the unexpected happens. Policies are complicated today and that's where my team and I come in. You simply cannot and do not get the same level of service from an internet-based service or distant call centers as you get from my full service, one-stop boutique agency. Feel free to give us a call today for all your insurance and financial services needs at 905 833-ANNA or stop by our office, we'd love to hear from you!

Beneplan has been in busines for over 30 years and specializes in the design, implementation and administration of employee benefit plans on behalf of our client members. Beneplan also operates a unique large buying group of company health insurance benefits called the Beneplan Employee Benefits Cooperative. As a large co-operative representing 20,000+ Canadians, we band our client members together to create this large buying group, which in turn allows Beneplan the ability to negotiate better rates and expenses from Canada's big insurance carriers. Our clients become member owners of the co-operative. One of the unique features of the Beneplan Employee Benefits Cooperative, is that it provides refunds of unused health, dental and life insurance premiums, and protects our client members against any shortfalls. Beneplan also provides human resources consultancy and drug advocacy services to help our client members manage the ever changing workplace environment.

K.A. Baker Financial Strategies Inc focuses on Estate Planning & Business Succession Services. 

Helping you secure your Family's Future & Maximize Business Value.

As a licensed estate planner, we specialize in a range of financial tools to protect your wealth, reduce your taxes, and ensure long-term success for your business and family.  Our services include life insurance, cash management, tax efficiency strategies, and more. Our mission is simple: to help families focus on whate matters most - spending quality time wiht loved ones and addressing their needs., while we handle the complexities of financial planning. 

Our Specialties include:

*Corporate Asset Transfer

*Business Succession & Continuation Planning 

*Probate & Tax Minimization

*Retirement Planning 

* Planned Giving

Our team of seasoned experts work together to provide tailored solutions that reduce the financial burden on your family and business. Whether you're a business owner planning for the future, or a family looking ot protect and grow your wealth, we're here to guide you every step of the way. 

Let us help you protect what matters most - your family, your wealth, and your legacy.

Boardwalk Insurance is an independent brokerage helping businesses and families find coverage with clear advice.  We combine large-scale resources with boutque service to make insurance simple, tailored, and dependable.

Powerful advice, investment solutions and financial planning that adapts. We get to know you and your family's goals so they can build a financial plan that helps keep you on track through life's changes. Whether you're the owner of a company, self employed or a partner of a firm, being a business owner means more complicated finances. This is why intergrating your business into your financial plan is so important.