Corporate Insurance :: JR Financial

By: Corporate Insurance Vancouver  09-12-2011
Keywords: Insurance, Financial Planning, Corporate Insurance

Corporate Insurance

Whether you are a private business owner, a professional, or a key executive we will work closely with you to build a personalized insurance and financial planning strategy to meet your goals.

Using our integrated full service approach, we provide effective solutions to your insurance and risk management needs, including:

  • Using tax efficient strategies to withdraw cash from your business
  • Minimizing the impact of corporate and personal tax
  • Reducing finance risks and improve creditor protection
  • Reducing ongoing costs of insurance
  • Planning effectively with life and health insurance for you and your employees.
  • Selecting insurance for loan protection
  • Life annuities
  • Tax deferred investments
  • Funded buy sell strategies
  • Group accident and sickness plans
  • Shared ownership arrangements

Keywords: Corporate Insurance, Financial Planning, Insurance, Tax Efficient Strategies

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Corporate Financial Planning :: JR Financial

We work with clients to develop a strategic plan that will minimize risk while maintaining solid growth whether it is a pension plan, RRSPs or Non-registered funds. We provide our clients with tax-effective planning in a corporate and personal environment that are designed to maximize growth. Effective investment management plans should be based on strategic asset allocation to reduce risk and increase returns.


Employee Benefits Plans :: JR Financial

A flexible yet comprehensive executive and employee benefits program is an important part of a total compensation package that attracts and retains the right people. Whether you have a growing and successful business or not depends on your ability to attract and retain quality employees. A benefit package does not have to be expensive. Tax Deductible Key Employee Benefit Plans. Short and long term disability Insurance.


Services :: JR Financial | Jay Gangnes, Financial Services Surrey BC Vancouver BC

We work with business owners, professionals, executives and individuals to develop effective estate plans that preserve and protect their assets for their families. You can use the money in your RRSP account to buy investments, and the money earned on your investments is not taxed until you take it out of the plan.


Estate Planning :: JR Financial

Assess your current financial situation.* create a realistic plan to meet your financial goals.* understand how to meet your financial and retirement goals.* put your financial plan into action and monitor your progress.* update your financial plan to grow with your changing needs and goals.


Insurance :: JR Financial | Jay Gangnes, Financial Services Surrey BC Vancouver BC

This question requires careful consideration. How much money would my family need?.