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Business Succession Planning

If you’re a business owner, we can help you protect the business you have worked so hard to build, maximize its value and transfer ownership smoothly and tax-effectively.

We will work together to review all the options available to you and help you plan accordingly.

Products available include:

Collateral Insurance for Business Loans
Life and Disability Insurance to fund your Buy-Sell Agreement
Key Person Insurance
Corporate Estate Bonds

59 Lindenwood Dr W. Winnipeg, MB, R3P 1K9

info@cormierfinancialgroup.com |  T. (204) 488 3392 F. (204) 488 3392

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Insurance products, including segregated fund policies, are offered through Cormier Financial Group, and Investment Representatives Christien Cormier and Julien Cormier offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission. 

For the Quadrus privacy policy, click here 

Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate. 

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