The staff & employees of Amiko Benefits Inc. have presented information, conducted training and given advice on a wide range of financial topics to a diverse set of audiences. These include the York Region Chartered Accountants Association (part of CPA Ontario), the Ontario Association of Family Mediators, the Ontario Association of Collaborative Lawyers (previously the Ontario Collaborative Lawyer’s Federation), head offices of major Canadian companies, networking groups and others. We strive to help our clients find solutions that are cost effective & tax efficient and that increase their economic resiliency.
Here is a list of some of the topics are clients are interested in learning more about some of the common conversations our clients are interested in.
Here is a list of some of the common products and account types we provide.
And here are some common strategies to save dollars and decrease taxes that we provide.
Conversations, Presentations & Common Needs
| Financial Planning, Risk Management and Max Flex Concepts Overview | Power of Attorney, Wills, Guardians & Executors1 | Retirement Planning (saving for retirement & how to maximize spendable dollars) | Life Insurance Needs & Wants Analysis |
| REAL Mortgage Insurance | Burial Insurance | Legacy Insurance | Estate Creation, Estate Preservation &/or Estate Planning |
| Permanent Insurance Options, Advantages & Disadvantages | Paycheque Insurance | Lifestyle Insurance | Critical Illness Insurance |
| Cancer, Heart Attack & Stroke Insurance | Disability Insurance (needs analysis and options) | Long Term Care Funding Options incl. insurance | Children’s Insurance |
| Insurance for your Parents | RRSP’s, TFSA’s, RESP’s, Annuities, Pension Planning | Creditor Protection – Fact, Fiction & Fantasy | Children’s Education Planning |
| Tax, Retirement, Income & Estate Planning for the Professional Corporation Owner | Financial Decision Making & Analysis | Pension Planning | Tax, Retirement, Income & Estate Planning for Business Owners |
Click here to book a complimentary introductory call now.
Products & Account Types
| Critical Illness Insurance | Life Insurance | Mortgage Insurance | Disability Insurance |
| Travel Insurance | Visitor to Canada Insurance | Health & Dental Insurance | Business Protection Insurance |
| Health Spending Accounts | Registered Retirement Savings Plan | Registered Educational Savings Plan | Tax Free Savings Accounts |
| Locked In Retirement Account | Individual Pension Plan | Deferred Profits Sharing Plans | Retirement Compensation Arrangements |
| Lifetime & Term Certain Annuities | Guaranteed Income for Life Products | Investment Funds | Guaranteed Income Certificates |
Click here to book a complimentary introductory call now.
Some Common Strategies & Techniques
| Insured Retirement Program (Personal) | Insured Retirement Program (Corporate) | Estate Bond (Personal) | Estate Bond (Corporate) |
| Insured Annuity (Personal) | Insured Annuity (Corporate) | Split dollar Life Insurance Concepts | Buy/Sell Funding |
| Split Dollar Critical Illness | Wealth Transfer / Cascading Insurance | Substitute Creditor Strategy | Charitable Giving / Legacy Planning |
| Immediate Financing Arrangements |