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Corporate

Being an incorporated company, we understand well the needs of our business owner clients.

Sarnias Bluewater Bridge

Our process allows us to develop strategies and provide solutions in the following areas:

  • Funding For Corporate Buy / Sell Agreements

  • Corporate Investments

  • Business Owner Benefits Coverage

  • Business Owner Retirement Plans

  • Business Owner Financial Plans

  • Key Person Coverage

  • Business Owner Exit Strategy

  • Employee Financial Plans

  • Employee Benefits Coverage

  • Employee Retirement Plans

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©Plater Financial ++ All rights reserved
Additional marks copyright of their respective owners. Privacy Secured by Wix

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Insurance products, including segregated fund policies, are offered through Plater Financial Inc., and Investment Representatives Tim Plater, Dave McLean and Grace Plater offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Any activity in relation to Tim Plater’s title as Founder of Plater Financial Inc. is related to insurance business only, and is not the business of/or under the supervision of Quadrus Investment Services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.​

For the Quadrus privacy policy, click here

Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be

associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.

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