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 OverviewPower of Attorney, Wills, Guardians & Executors1Retirement Planning (saving for retirement & how to maximize spendable dollars)Life Insurance Needs & Wants Analysis
REAL Mortgage InsuranceBurial InsuranceLegacy InsuranceEstate Creation, Estate Preservation &/or Estate Planning
Permanent Insurance Options, Advantages & DisadvantagesPaycheque InsuranceLifestyle InsuranceCritical Illness Insurance
Cancer, Heart Attack & Stroke InsuranceDisability Insurance (needs analysis and options)Long Term Care Funding Options incl. insuranceChildren’s Insurance
Insurance for your ParentsRRSP’s, TFSA’s, RESP’s, Annuities, Pension PlanningCreditor Protection – Fact, Fiction & FantasyChildren’s Education Planning
Tax, Retirement, Income & Estate Planning for the Professional Corporation OwnerFinancial Decision Making & AnalysisPension PlanningTax, Retirement, Income & Estate Planning for Business Owners

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Products & Account Types

Critical Illness InsuranceLife InsuranceMortgage InsuranceDisability Insurance
Travel InsuranceVisitor to Canada InsuranceHealth & Dental InsuranceBusiness Protection Insurance
Health Spending AccountsRegistered Retirement Savings PlanRegistered Educational Savings PlanTax Free Savings Accounts
Locked In Retirement AccountIndividual Pension PlanDeferred Profits Sharing PlansRetirement Compensation Arrangements
Lifetime & Term Certain AnnuitiesGuaranteed Income for Life ProductsInvestment FundsGuaranteed Income Certificates

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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 ConceptsBuy/Sell Funding
Split Dollar Critical IllnessWealth Transfer / Cascading InsuranceSubstitute Creditor StrategyCharitable Giving / Legacy Planning
Immediate Financing Arrangements   
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