Corporate Security Planning
The Couillard Group can help your company establish objectives and help deliver financial security solutions for your company, owners, key executives and/or employees. Working with your current advisors, we may involve members of our specialist team to provide insight and guidance in the following areas:
Company Planning
Shareholder Agreements – discussion and review of key points of consideration
Shareholder Life Insurance – counsel on the strategic alternatives to funding your agreement
Shareholder Disability Buyout Insurance
Shareholder Critical Illness Coverage
Owner Succession & Retirement Planning
Employment Benefit Planning
Group Insurance – plan design discussions and competitive market assessment
Group RRSP programs
Group Critical Illness planning
Group Pension Planning
Individual Pension Planning (IPP)
Deferred Profit Sharing Planning (DPSP)
Employee Profit Sharing Planning (EPSP)
Health & Welfare Trusts – flexible health spending accounts