We are very pleased to announce several new elements to the COA member benefits program, in partnership with two of Canada’s largest and most respected institutions: RBC Insurance and Sun Life Financial.
Effective immediately, all COA members now have access at no cost to Sun Life’s Estate and Financial Planning Service (EFPS*). This team of independent planners and experts will produce for you any or all of the following upon request:
- Comprehensive, holistic financial plan
- Retirement plan and projections
- Estate plan
- Business and corporate plan
*EFPS team members are salaried planners and unable to sell or receive compensation from the sale of any insurance or investments products.
RBC Insurance, Canada’s leading provider of disability coverage to specialist physicians, will now offer 25% discounting for COA members. In addition, COA members have access to disability specialists who can offer assessments of current coverage, complex coverage design, and also advise on business and overhead coverage for professional corporations.
Sun Life Global Investments (SLGI) has provided preferential access to their Private Client platform, which offers reduced fee structures, full disclosure reporting and statements, as well as holdings from many of the world’s top investment firms including Mawer, RBC, Fidelity, Beutel Goodman, Sentry, Templeton, Invesco, MFS, and more.
To access any of the above services, or to learn more about the program, please click on the banner link below or contact us at: (647) 272-1819, or email us through the following address: info@COAplan.ca