First York provides personalized strategic planning for complex issues: taxation, business transition, retirement funding and estate planning. The company provides a full range of services including estate and business succession planning, employee and executive benefits advice, funding of shareholder agreements and creditor protection strategies. We are very proud of our long history of serving Canadian businesses and families and continue to work hard to earn the trust and confidence of our clients and their advisors.
Fazio Professional Management provides insurance products and customized financial planning solutions to help medical professionals and others secure their financial future and manage their wealth effectively.
OSI Worldwide Inc. (OSI) is a marketing and distribution management company that focuses on protecting, preserving and maximizing the wealth of select High Net Worth Individuals (HNWI) by using quality life insurance and annuity solutions. We offer a broad portfolio of life insurance products and annuities sourced from brand name financially strong insurance companies. We gain access to HNWI by working closely with select intermediaries – stock brokers, private bankers, attorneys/accountants, private portfolio managers and high end life insurance brokers who can offer our products directly to their clients or refer interested clients to us to complete the insurance transaction.
The Co-operators Group Limited is a Canadian co-operative with more than $48 billion in assets under administration. Through its group of companies it offers home, auto, life, group, travel, commercial and farm insurance, as well as investment products. The organization protects over 629,000 lives, 800,000 homes, 1.3 million vehicles, 39,000 farms and 197,000 businesses. It insures 175, 000 employees through Group Benefits plans, offers a wide range of Wealth Management products and provides Credit Lfe insurance to 617,000 Canadians.
The Co-operators is well known for its community involvement. As a co-operative insurer, the organization believes it has a responsibility to help build stronger, safer communities by actively supporting distraction-free driving, mental health, flood safety and sustainability.
The Co-operators is listed among the Best Employers in Canada by Aon Hewitt and Corporate Knights' Best 50 Corporate Citizens in Canada.
Benefits Matter helps small business owners and families across the GTA choose the right health, dental, life, disability and Health Spending Account plans with clear, personalized guidance. We simplify benefits so you can make confident, cost-effective decisions.