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 & Executors 1 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 Click here to book a complimentary introductory call now.