Calgary, Alberta, Canada
Brent Felix Ph: 403-852-5150 [email protected] So, how can I help you? Are you setting up a holding company, or with the new tax changes making your company less tax efficient? How can I make your holdco more protected and inline with your long term goals. Is your company protected from financial risk? I work closely with my team and highly accredited companies to create unique product positions of policies for small to medium sized businesses and their owners in the implementation plans in the areas of succession planning, key person insurance, immediate financing arrangements with whole life policies and buy-sell agreements. I have always placed my clients interests first and they appreciate my honesty and professionalism when it comes to those fulfilling those needs. Book at time with me at https://calendly.com/befelix/virtual-meeting?month=2020-06 My services include: Financial Advisory ·Investment & Wealth Management · Life Insurance · Retirement planning · Health Insurance · Living Benefits · Small Business Insurance · Retirement Planning · Estate Transfer · Group Plans
Provide Insurance and Investment solutions for individuals and groups.