Our Services

Insurance Planning

 

At Mayker Financial Group, a solid insurance plans starts with thoroughly identifying and understanding our clients’ financial lives and their associated risks.  For families starting out we use term life insurance, critical illness insurance and disability insurance from a variety of insurance carriers to get significant coverage at an affordable cost. For our High Net Worth clients, we also use insurance as an asset class to maximize tax-sheltered growth, tax and estate plans and legacy planning by working with established legal and accounting teams to build a solid long-term plan that will maximize family harmony and success.

Investments

 

Through a team of investment specialists, Mayker Financial Group supports our clients’ investment plan by navigating the ever-evolving global investment landscape. Our approach focuses on identifying and understanding clients’ risk tolerance, time horizon and tax situation to maximize returns through global and sector diversification.

Group Benefits

 

Our group and employee benefits division helps business owners explore and design comprehensive benefits packages and retirement plans to offer their growing and dynamic businesses. By learning about the business and its employees, we are able to customize a benefits plan that satisfies its unique requirements for both plan structure and competitive pricing. One of the major benefits of this type of planning is for attracting and retaining high quality talent in this challenging labour market.