TOSimplify the process.
TOClarify the options.
TOImplement the solutions.

TOGroup is fully committed to providing Wealth & Health programs, tailored to meet the unique and ever changing needs of our customers.

Our Unique Approach

TOUnderstand

We take the time to learn about you, your business and your team

TOExplore

Our team identifies the key elements of your vision and completes a full market survey of potential carriers

TOPresent

We present our findings and explain the individual elements of each program design

TOCustomize

We revise a unique plan incorporating the features of each design you value the most

TOImplement

We guide and assist your entire team in accessing and understanding their benefits portfolio

TOService

Our ongoing account and support systems allow us to stay engaged as your business evolves

A unique approach to explaining your Wealth & Health options

FAQs

Question: What’s the difference between Brand and Mandatory Generic?

Answer: Think of it like the motorcycle you wanted to buy and the minivan you ended up with.

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Question: What’s this Major Restorative dental coverage?

Answer: Imagine the grounds crew after you’ve used your sand wedge on the putting green

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Question: What’s this 80/20 co-pay stuff on my group plan?

Answer: It’s kind of like your kids’ expectations. They want you to do 80% of the work but only give you 20% of the credit.

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Question: I really don’t get why I need this Life Insurance stuff

Answer: Think of it like a court order to pay child and spousal support after you divorce life

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Question: So run this Return of Premium thing on my insurance policy by me again

Answer: It’s like you lease a car, and at the end of your lease the dealership takes back the car and gives you all your payments back

Question: Got it. You don’t happen to sell cars, do you?

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Question: Is it okay to substitute the brand ED drugs with the generic kind?

Answer: That’s a HARD no.

TO069

Question: I feel like this Life Insurance thing is like playing the lottery?

Answer: Actually unlike the lottery, every time you pay your odds of collecting are getting better…

TO011

Question: What’s an all source maximum on my disability coverage?

Answer: It’s like the Leafs having Tavaris, Matthews, and Marner but only making it to the 2nd round…

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TOInsure

› Employee Benefits
› Life Insurance
› Critical Illness
› Long Term Disability
› Mortgage Insurance

TOSave

› Group RSP
› Group DPSP
› RRSP
› TFSA
› RESP

TOPlan

› Cash Flow Management
› Investment Management
› Tax Planning
› Insurance Assessment
› Estate Planning
› Retirement Planning

TOAdvise

› Buy/Sell Agreement
› Key Employee
› Business Overhead
› Probate Planning
› Beneficiary Designation

Member Services

Our approach is about supporting you.
Use these tools to help us get you more.

Online Booking

Retirement Planner

About You

Our Service Providers

Contact our team

info@wealth.health

Phone

(+1) 647-347-9717

Offices

201-515 Consumers Road
North York, ON, M2J 4Z2

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TOSimplify the process.TOClarify the options.TOImplement the solutions.