Supporting your Business Goals

Empower your Business with Foursquare

At Foursquare Financial Inc., we understand the unique challenges and opportunities that come with running a business. Our goal is to help you navigate the complexities of financial planning, so you can focus on what you do best—growing your business. We specialize in providing tailored solutions that support your business objectives and safeguard your company’s future

Group Life and
Health Benefits

1.

Plan Design

We work closely with you to design a benefits plan that aligns with your company’s goals and the needs of your employees. This includes selecting the right mix of health, dental, and wellness benefits that resonate with your team.

2.

Plan Funding

We provide expert guidance on funding options, ensuring your benefits plan is both cost-effective and sustainable. We’ll help you balance between employer contributions and employee cost-sharing, finding the right solution for your budget.

3.

Plan Administration

We assist in setting up and maintaining your benefits plan, ensuring it meets your company's goals without the hassle. We provide support with initial setup, training, and ongoing updates as needed. Additionally, we can help implement features like matching RRSP contributions to enhance your employee benefits package.

Financial Planning for Business Owners

ACCUMULATION

We assist with strategies for investment, savings, and retirement, ensuring you build a strong financial foundation for your future.

PROTECTION

We provide comprehensive insurance solutions, including health insurance, to protect both you and your business from unforeseen events.

GROWTH

Our team helps you find tax efficiencies, create plans to keep and attract key talent, and navigate the complexities of tax planning.

PRESERVATION

We guide you in making strategic investments, planning for business succession, and ensuring a smooth exit strategy when the time comes.

This checklist is from Financial Tech Tools

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