You build it. We protect it.
BSMW understands how hard you work, and we have you covered in the fields of employee benefits as well as corporate & personal financial planning.
We offer comprehensive services to ensure you; your family and your business will attain and exceed your financial goals. Whether you’re planning for retirement, protecting against sickness or injury, BSMW’s planning process will provide you with the peace of mind that comes with knowing your financial future is secure.
Personal Financial Planning
- Estate conservation, preservation & equalization
- Disability income protection
- Critical Illness protection
- Life insurance protection
- Philanthropic giving
- Insurance trusts
- Tax sheltered “exempt” life insurance
- Enhanced retirement protection
- Annuities & RRIF’s
- Mortgage insurance
Corporate Financial Planning
- Business buy/sell funding
- Key person protection
- Business loan protection
- Business succession planning
- Business transfer funding
- Annuities & RRIF’s
- Mortgage insurance
Want to hear more?
Give Your Employee Benefits Plan Another Look
Employees are a company’s greatest assets. A well-designed employee benefits plan can be a powerful and cost effective tool to attract, motivate and retain the quality employees that employers depend on. At BSMW, we help employers craft a more effective, more efficient and more exciting benefits plan they can get anywhere else.
Our Benefits expertise includes:
- 2nd opinion renewal review
- Full market studies to obtain competitive quotes
- Strategic plan design & sustainable cost containment
- Benchmarking
- Tax efficiency
- Administrative & plan implementation support
- Funding models (insured, ASO, retention)
- Complex claims resolution
- Executive benefit planning
- Healthcare spending accounts
- Group Retirement
Give us a call at 1-866-858-5257 or connect with Jason directly:
Jason Faulkner | Vice-President
BSMW Financial Inc.
7270 Woodbine Avenue – Suite #301
Markham, ON
L3R 4B9
416-951-6522
jfaulkner@bsmw.ca