M3 Financial is devoted to providing value–added benefits and consulting advice. Through our network of Canada’s most reputable insurers‚ we have established our self as a key player in the group benefits field. Our commitment is to ensure that businesses obtain full customization to meet their needs‚ that they obtain the best price for the best solution‚ and that we monitor claiming patterns to ensure plans remain viable and cost–effective.
Key design features include consideration of executives’ special needs‚ creative funding‚ quarterly reviews‚ and constant updating with respect to legislative changes and industry trending.
Our ongoing management and plan renewal analysis captures design planning‚ demographic profiling‚ claiming trends‚ competitive benchmarking‚ and negotiating with the plan carrier on behalf of our clients.
For multinational companies‚ our services include access to US affiliated brokers‚ partnership with Actuarial Science Associates International Affiliates (ASINTA) for employees in most European and Asian countries‚ and multinational pooling for economies of scale and improved experience ratings.
We are life–long partners with our clients
M3 Financial Group is a tax focused financial planning firm‚ established in 1979. Our expertise is in innovative wealth accumulation‚ preservation and succession that strategically empowers our clients to achieve their goals.
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