Starting with Your Benefits
Employer group benefits are the foundation of most Canadian financial lifestyle security strategies. When they are strong, they are a security springboard. When they are weak, they are a gap that needs to be filled to support your life and lifestyle.
As Fort St. John’s most trusted Certified Financial Planner, Sexsmith Financial Corp. helps responsible company owners in northern BC provide the springboard that keeps employees engaged, loyal, and profitable. Sexsmith Financial also assists families with the process to fill any financial security gaps that might still exist. The result is better business and better security.
For employees, starting with your group benefits (or lack thereof frankly…) means that you can properly integrate your various coverages for best value and effect for your family. Employer or employee, benefits are the center piece of a lot of financial security.
Sexsmith Financial President and chief advisor, Ross Sexsmith, takes group benefits like health insurance and pensions, personally. He takes a hands-on approach with all his clients, whether companies or individuals, and makes sure everyone gets the results and security they want. Your recommendations to friends and associates will always get professional care and attention.
You care about your financial security and your family. Ross cares about you. It’s the advantage of getting big time advice in small town Canada.
On the group benefits side, local employers like the oil and gas, trucking, and service businesses get a local representative that takes their benefits seriously because your employees are his neighbours and clients.
When you’re looking for personal life, disability or critical illness insurance coverage that integrates properly and profitably with group benefits, you get a financial advisor who knows your community, your options and your employer – personally. That’s Ross!
Ross ties in your mortgage life and critical illness insurance, term insurance cover, and permanent insurance with your group benefits so you can be sure you are getting best value for money.
Saving for retirement? Ross has a low-risk, “be sure to return the principal” approach to saving. His job is not to help you be rich – his job is to help you not be poor. Your RSP, pension transfer, and TFSA questions are always welcome. And if your money needs a safe home, Ross can help.
Razor Leads is a client-facing version of RazorPlan that allows potential clients to examine their financial situation, identify their top priorities, and connect with you to further the discussion. We would like to invite you to begin the financial planning discussion.
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If you want to make a difference for yourself, your company, employees and family, give Ross Sexsmith and Sexsmith Financial Corp a call. Making a difference is what they do.
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