Services & Solutions
Secure Your Company’s Financial Future
My name is Greg French, a financial and investment advisor specializing in working with business owners. I focus on providing cost-effective and tax-efficient solutions to my client’s current and future needs. Whether it's creating short-term investment strategies or long-term financial plans, I will help you reach your goals and achieve a high standard of living.
Helping You Focus on What Matters
Today’s business environment is more competitive than ever. Business owners are consumed daily with finding ways of growing their profits so they can continue to support those they care about: their families and their employees. My services address a variety of your personal and business needs so you don’t need to think about:
- Whether your employee health benefits plan is both cost-effective and giving your team what they need
- Whether your family and business are protected in case of a catastrophe
- Whether your personal or business savings strategy is tax-efficient and flexible
- Whether your employees are getting the support they desire with their group savings plan
- Where you can get access to fair and equitable lending solutions
- Whether you have the right strategy for business succession
- Whether the government will end up taking more than half your life savings if you were to die
With my help, you can concentrate on running your business to its full potential. This can result in a situation where you, your family, and your employees are financially secure.
How I Can Support You
I offer a wide selection of services aimed at ensuring you and your employees are financially secure for many years. From comprehensive insurance plans to effective business strategies, I have a solution that can be customized to your current needs.
Services
- Group Benefits
- Group Savings
- Cash Flow Planning
- Insurance Planning
- Investments Planning
- Retirement Planning
- Estate Planning
- Business Succession Planning
- Tax Planning and Preparation
Solutions
- Group Disability Insurance
- Group Life Insurance
- Group Health and Dental Plans
- Individual Life Insurance
- Individual Disability Insurance
- Individual Critical Illness Insurance
- Travel Insurance
- Visitors to Canada Insurance
- Mutual Funds
- Tax-Exempt Life Insurance Investments
- Corporate Owned Life Insurance
- Personal Pension Plans