Canada’s Premier Financial Planner

Crossgrove & Company is a full service firm – offering financial planning and risk management solutions, group benefits & retirement, and investment strategies for people seeking to build, preserve, and transfer wealth.

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Who needs personal insurance?

Did you know?

Over 66% of Canadians feel they are vulnerable to gaps in coverage or are underinsured – according to a study by Edward Jones

For a 25 year-old female, non-smoker, the probability of dying, becoming disabled, or critically ill before 65 yrs of age is: 52%. The younger you are, the less you’ll pay for coverage (all else being equal). Lock in low rates today!

20%

Risk of Critical Illness Before Age 65

43%

Risk of Disability Before Age 65

5%

Risk of Death Before Age 65

Life Insurance »

Critical Illness Insurance »

Disability insurance »

 

Attract & Retain Key Employees with a Group Benefit & Retirement Plan

Why implement a Group Benefit plan?

  • Tax efficient employee compensation
  • Protect investment in Employees
  • Reduce absenteeism and increase productivity

Group Benefit Plans are a crucial element in attracting and retaining the very best employees. They are also one of the few remaining forms of tax-effective compensation in Canada, and yet most plans are designed with little attention to the individual client.

At Crossgrove & Company, our team has decades of experience advising clients on their group benefit needs. Using our Acumen Benefit Audit we do a full check-up of your businesses needs, and then offer strategic advice and planning to optimize the performance of the benefit plan.

Save 10% or more on a plan with Equal or BETTER Benefits

Group Benefits »

Group Retirement »

 

Protect & Accumulate Wealth by reducing drags on investment performance

Why choose Crossgrove?

  • Low Fees
  • Capital Preservation
  • Tax Efficiency

Our Investment Approach

As we believe that client relationships are vital for success, we do not define you by a single asset mix, risk profile, or investment policy. By understanding your individual goals and objectives, Crossgrove & Company can review and advise what is best for your unique needs. And by focusing on areas under our client’s control, we strive to outperform other options by reducing known drags on investment performance such as Fees, Taxes and Investor Behavior.

TFSA Wealth Management »

RRSP Wealth Management »

Testimonials

What Crossgrove clients are saying

4.8 Google Reviews