Protecting Your Business

Walton Financial is a one stop resource for smart business owners. While no two clients are identical, they do have one thing in common: They all strive to make smart business decisions.

Businesses buy insurance to protect themselves for a variety of important reasons. Some of these include:

  • Funding a buy/sell agreement at the death of one of the co-owners of the business
  • Funding a future capital gains tax on the shares of the corporation at death of the owner
  • Protection of the business in the event of the death or disability of a key employee

Another valuable reason for businesses to purchase life insurance is to build a pool of tax-exempt capital that could be used to:

  • Provide a supplemental retirement income to the business owner in a tax-effective manner
  • Fund a living buyout of shares from a co-owner

Protecting Your Employees

  • Employee benefits
  • Extended medical and health coverage with prescription drugs
  • Dental insurance
  • Life insurance
  • Disability insurance
  • Vision care insurance

Protecting Your Future

  • Life insurance
  • Disability insurance
  • Critical illness insurance
  • Health and dental insurance
  • Segregated funds policies, RRSPs
  • Payout Annuities, RRIFs, LIFs

Quadrus Investment Services Ltd.

  • Mutual Funds: RESPs, RRSPs and RRIFs