- About Us
- Group Benefits
- Group Retirement
- Financial Planning
- Supplementary Programs
Green Benefits Group focuses on how individuals or families obtain, budget, save and spend their monetary resources over time, taking into account various financial risks and future life events.
Below are the tools we use in our financial planning process to assist you in your goals:
Did You Know?
Households who stopped using an advisor lost, on average, 34.2% of their assets while those working with advisors saw assets increase by 26%.*
For Business Owners
Similar goals apply to business owners too. We want to make sure the following tactics are fulfilled:
As an example, we will help guide you through various types of life insurance policies that best fits your financial needs. Below are some different policies to consider:
Whatever stage you are in your financial planning, we will help you achieve the best results for your future.
*Centre for Interuniveristy Research and Analysis of Organizations (CIRANO), ‘The Gamma Factor and the Value of Financial Advice, 2016’.