Business Owners

Being an incorporated company, we understand well the needs of our business owner clients. 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
  • Business Owner Exit Strategy
  • Key Person Coverage
  • Employee Financial Plans
  • Employee Benefits Coverage
  • Employee Retirement Plans

Plater Financial Inc.
265 Front St. N.
Suite 506
Sarnia ON N7T 7X1
By appointment only
Email: Click here.
Phone: (519) 383-5138
Toll Free: 1-866-822-8514
Fax: (519) 337-2303