Personal Financial Planning

How We Help

Much of what we do is aimed at helping you attract and retain the best people. Our personal financial planning includes our services to protect your business through buy-sell insurance for share redemption from shareholders, as well as key-man (person) insurance to cover you when a key employee opts to leave your company.

In addition, we provide your employees with personal financial planning strategies that give them the information they need to make smart decisions and reduce personal financial risk. We are also able to offer life insurance, critical illness insurance, and long-term care and disability insurance to your employees.

Financial Planning

As an employer, you’re playing a key role in the livelihood of your employees. At Meldrum Horne, we take your role a step further by providing your employees with sound personal financial planning that will help guide their path to financial security in the short- and long-term.

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Meldrum Horne has provided me with outstanding commitment and service in choosing and maintaining the right balance of benefits, showing our employees how much we care about them and their families. I would recommend Meldrum Horne to anyone looking for a benefits broker, they are a great team!

Gayle Moore, VP HR & Admin

Storm Internet Services

Business Insurance

The unexpected departure of a senior executive, or a high-level stakeholder cashing in their chips, can be serious cause for concern. If this happens, know that your business can be protected with key-man (person) insurance and buy-sell insurance.

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When I was introduced to Meldrum Horne, I was looking to understand how I could grow corporate investments in the most tax efficient manner. I was pleased to discover their passion for understanding how the Income Tax Act impacts business owners. Solutions were communicated in language that was easy to understand, and more importantly how it impacted my company. I felt comfortable knowing the structure that was recommended to me was similar to what Meldrum Horne has in place for themselves.

Ed Bryant, President & CEO

Sampford Advisors