Services to
companies &
shareholders
Your business
We help you build loyalty and protect your world. We are recognized for our creativity in developing innovative and competitive group benefits solutions that protect your employees and executives and at the same time make your company stand out in their eyes.
Trihey Financial Group differs from larger competitors – with low overhead costs and the ability to leverage an extensive network of resources; we can deliver quality services at a reasonable cost while providing personalized attention and service.
We advise our clients on the management of their group insurance and retirement plans.
Group Insurance Plans
- Design of custom creative plans
- Presentation to employees
- Plan administration training and support
- Plan monitoring of experience reports
- Industry benchmarking
- Analysis and negotiation of your renewal report
- Plan configuration and funding
Our personalized approach is designed to create a comprehensive program that achieves your near and long-term goals. As our client, you will benefit from a collaborative relationship that addresses and anticipates your needs and industry changes. We follow a disciplined process that provides a structured approach, while allowing for customization as your situation evolves.
Group RRSP Plans
Our strong knowledge of wealth planning and retirement solutions ensure plan members receive the best possible education and communication tools to participate in and understand their retirement planning and path to achieve their goals.
We are known for developing capital accumulation solutions and providing our clients with integrated plans suitable for them and their employees.
When crafting an integrated capital accumulation plan, we offer in-depth knowledge in:
- Creative & current capital accumulation plans
- Strategies to help maximize membership to the plan
- Market Studies
- Data Collection
- Analysis & negotiation of renewal reports
- Employee presentations
- Investment Manager Selection and Monitoring
Key Personnel, Executives & Business Succession planning
We recognize the importance of your benefit programs and how they help to attract and retain your employees.
We build strategies for your executives to supplement their benefits plan coverage.
We advise our clients on the funding of buy/sell agreements through life insurance. A life insurance policy can be a flexible and valuable planning tool and help you insure an orderly transfer of ownership interests upon retirement, disability, death, or disagreement among shareholders.
Our strategies and plan design facilitate the funding of shareholder buyouts. They apply to single shareholder structures as well as multi shareholder structures.
We offer expert advice on the following:
- Shareholder Life Insurance Programs for single or multi shareholder structures
- Executive supplemental coverage
- Insurance for payment of estate taxes
- Executive pension plan solutions
Why Choose USs
The Power of a Holistic Approach
We’ve had the privilege of working with individuals and families for over 30 years, often over several generations. In that time, we’ve learned that our clients value and appreciate the combination of traits that distinguish our firm.
Experience
Since our beginnings, we’ve provided our clients with planning advice through a wide range of market conditions. This track record of experience continues to inform our prudent approach and long-term perspective.
Listening and Understanding
Every client benefits from our collective experience, which spans more than 50 years. Our team-based approach provides access to the in-depth knowledge of each one of our professionals.
Personal Relationships
Independent Advice
A powerful partnership to help reach your goals
To find out how you can benefit from working with an experienced Wealth Planning Team, Contact us