Our Services

At Copperstone Financial Group we provide complete services for you and your employees:

 

EMPLOYEE BENEFIT PROGRAMS: We provide all types of employee benefit programs that include; Fully Insured Benefits, Self-funded ASO programs, Health Care Spending Accounts, Cost Plus Plans and Administration Services.

ASSOCIATION PLANS: We represent the benefits for several affiliate and association programs; CSBT, APTA and BENSPlus.

EMPLOYEE WELLNESS PROGRAMS: Consult and organize employee wellness and education programs.

EMPLOYEE TRANSITION PROGRAMS: We can assist your employees with transitioning their group benefits to individual plans. This is is essential when an employee is leaving your employ or retiring.

RETIREMENT PROGRAM: Registered Retirement Savings Plans (RRSP), Pension Plans, Tax Free Savings Accounts (TSFA) and Private health and dental insurance.

BUSINESS SUCCESSION PLANNING: Buy-Sell Agreements, Key Person Insurance, Estate Planning.

PERSONAL FINANCIAL PLANNING: Life Insurance, Critical Care, Disability, Long Term Care and Private health and dental insurance.

Our team at Copperstone Financial Group will be here to provide you with the very best in advice and products to suit your needs!