Through our subsidiary CMW Financial, we provide in-house expertise to assist you with clarifying your priorities and work with you to implement long-term planning in the following areas:

Employee Benefit Planning

• Life insurance
• Disability income
• Health and dental plans
• Private health service plans
• Group critical illness
• Group RRSPs

Investment Planning

• Retirement planning
• Mutual funds
• RRSPs
• Tax Free Savings Account
• RESPs

Risk Management

• Key executive coverage
• Loan coverage
• Disability funding
• Critical illness
• Shareholder agreements

Estate Planning

• Corporate asset transfer
• Business succession
• Charitable giving