Our services
A solution for every person, family, and company
We understand that you, like most of our clients, are busy managing your professional life, or managing your business, while also looking after your family.
It is therefore useful to have a financial advisor you trust, who will provide you with effective tools and services, so that you feel comfortable that you and your family, or your business and employees are well looked after.
We are your solution providers and we would love to work with you!
Let us introduce you to some of our services.
Our financial services
Our insurance services
- Health
- Dental
- HCSA
- Life insurance
- Long-term care
- Critical illness and income protection
- Pension solutions
Group Benefits with Burnett Wealth
In this competitive job market, especially post-covid, a group benefits plan is a fantastic way to rise above the competition. A benefits plan can help attract and retain staff, improve morale and productivity, and keep your employees healthy and at work.
A group benefits plan helps employees cover the cost of certain prescription drugs, dental, hospital, vision, paramedical and ambulance services. It can be combined with a retirement and savings plan to help your employees reach their financial and retirement goals.
Why offer a benefits plan?
Benefits for your employees
- Employees get coverage at a lower cost compared to most personal plans
- Help protect your employees and their family’s health
- Help reduce financial stress if something unfortunate happens
Benefits for your company
- Improve morale and increase productivity
- Possibly more cost-effective than offering salary increases as there are no additional increases in CPP, EI or Workers’ Compensation rates
- Premiums paid on group benefits can be written off as a business expense
- Maintain a competitive edge in the job market by attracting and retaining good employees
Our approach to group benefits
Our clients care deeply about their employees and want to reward them with great benefits. We in turn strive to find the most affordable, flexible and creative plans for businesses.
We work with each client as a trusted advisor, to create a customized benefits solution, while providing soft-touch, personal ongoing customer service throughout our relationship.
Burnett Wealth offers a complimentary review service. We assess your existing benefits plan to see if you’re getting the best bang for your buck. Are you looking at benefits for the first time? No problem!
We can help your business set up its first benefits plan, whether fully funded by the business, or cost-shared with your employees.
Solutions we can provide include:
- Group Insurance Plans (health, dental, life, long-term care, critical illness, and disability insurance)
- Employee Wellness/Assistance Programs (EAPs)
- Health Spending Accounts
- Executive and Key Person Insurance
Each of our employee benefits clients receives the following service:
- One-on-one training with the plan administrator (forms, procedures, online system)
- Mid-year plan check-up
- Annual rate negotiation on your behalf
- Friendly and prompt resolution of any challenges that may arise
Group Pension Plans
Retirement planning has changed dramatically and keeps changing, especially since the onset of the covid pandemic. Traditionally defined benefit plans are being replaced by more affordable defined contribution plans, group RRSPs, and deferred profit-sharing plans.
We help our clients with plan design, with figuring out the differences between various providers’ offerings and with simplifying compliance issues.
Our expertise and strong relationships with the providers allow us to offer creative ideas that will ensure you get the best value for your employees.
