When your net worth reaches and exceeds a level that meets your financial needs for your expected lifetime, you will require a new strategic plan. For many people saving for retirement, financial life often resembles something like this. A portfolio consists of traditional investments, generally fixed income and equities. Estate planning involves drafting a will and naming an executor. Charitable giving is conducted on an ad hoc basis year to year. A legacy for the […]
It’s a significant life change when your roles have reversed and you’re the one helping a parent with daily living. Meanwhile, you also care for your children at home. Welcome to the sandwich generation. The term was coined almost 40 years ago by social worker Dorothy Miller to refer to women performing this double duty. And today, according to the most recent research, women still form the majority of family caregivers in Canada. When you’re […]
Photos from the 12th Annual Tanner Financial Charity Classic benefiting the Geneva Centre for Autism and the Gerry Tanner Memorial Fund.
12th Annual Tanner Financial Charity Golf Classic Our 12th Annual Charity Golf Classic Is Only 3 DAYS AWAY! Join us on: Thursday, June 6, 2019 at The Richmond Hill Golf Club 8755 Bathurst St, Richmond Hill, ON L4C 0H4 Tournament Schedule: 11:00 am: Registration 12:00 pm: Tips from a Pro at the Driving Range 12:00 pm: Lunch 1:00 pm: Shotgun start 5:00 pm: Cocktails 6:00 pm: Dinner *Please note that scheduled times are subject to […]
Large companies aren’t the only ones that can provide their staff with a Wellness program. According to a recent (2017) Sanofi Health Survey, wellness and illness prevention are top priorities for employers. Let the Chambers Plan provide you with the resources to provide your staff with wellness options regardless of the size of your organization. Today, there are varying views about what a wellness program should look like. There are some that feel food stations […]
Chambers Plan adds Healthy Business Bookmark and HR Resources Brett Tanner is interviewed on The Humble & Fred Radio Show April 18th, 2019 Chamber Of Commerce Group Benefits – Insurance For Small Business – Benefit Plans For Small Business Please click below to listen to the Brett Tanner interview with Humble & Fred.
Many entrepreneurs feel that when they leave their job to start their own enterprise they may have to forego things like benefits for a while. This isn’t the case. The Chambers Plan allows them to take the risk on their new venture without risking their personal or family’s health. The Chambers Plan can insure you before you take on employees and provide traditional group benefits even if you are your only employee. As a not for profit plan designed […]
CHAMBERS PLAN BUSINESS ASSISTANCE SERVICE Small business owners wear many hats; however, they can’t be an expert in everything. There are times when it is a good idea to seek professional advice from a specialist, but expert opinions can be expensive. The Chambers of Commerce Group Insurance Plan Business Assistance Service can help. Business Assistance Service is a confidential service that provides up to six hours of access to professional accounting, legal and human resource […]
How Does Coordination of Health and Dental Benefits Work? As a Group Benefits Broker, I am often asked how coordination of benefits works. Coordination of benefits determines which insurance plan pays first, which insurance plans pay thereafter and how much each insurance plan pays. Most often I am asked, how do insurance companies coordinate benefits when you have coverage under more than one Group Benefits Plan with health and dental coverage. Coordination of benefits for […]