Vanta

Adept, aware and responsive, we’re invested in the prosperity of entrepreneurs, business owners, executives and professionals across Canada. Our advisors know how to maximize and protect your financial assets. Insurance Insurance remains one of the pillars of savvy financial planning—whether it’s life insurance for corporate or personal needs, or critical illness and disability coverage. With its unique tax treatment, insurance can be leveraged to protect assets, create liquidity, replace income, fund taxes and debt, reduce risk and transfer wealth. Group Benefits Protecting your employees with group benefits safeguards your business. Employee benefits planning continues to evolve in Canada–rising drug costs, health and wellness solutions, flexible benefits and disability management are all part of the landscape. The success of any business depends on its people–protect your greatest assets with a well-structured plan. Pensions Retirement and pension planning guarantees individuals and employees have the required income and capital to enjoy their golden years. A critical component of smart financial planning is ensuring pension and retirement assets are invested to achieve the appropriate risk-adjusted return. Risk Management Proper planning involves more than a financial outcome. Stepping back to look at the whole picture often exposes risk: future taxes payable, loss of key individuals, and liquidity. Our team is equipped to see the big picture and provide solutions that mitigate and protect against risk.