The wealth and estate planning team at Prizm Financial has created innovative investment solutions and tax-efficient planning concepts for small business owners, executives, and other qualified families.

Our Services

Life and Disability Insurance & Health and Dental Benefits for your Employees.

We deliver flexible plan designs and cost-effective solutions to small business owners.

Pension Plans and Group RRSPs for your Employees.

We understand the need to be competitive in the labour market and have created affordable plan designs that help small business owners attract and retain employees over the long-term.

Personal Wealth & Estate Planning for Individuals.

We offer tailored investment solutions, retirement, and estate planning. Our professionals are well versed in a wide-range of tax-efficient strategies for small business owners and entrepreneaurs.

Group Insurance, Retirement, Benefits, Personal Insurance and Estate Planning for small Business

Learn more at Prizm Financial