Business Details
40 Years
experience
Your Trusted Financial Planning Partner in Whitby, Ontario
Since 1986, our belief in traditional values and long-term customer service has guided us in providing creative solutions through innovative thinking. Our clients are business owners, professionals, and professional corporations for whom we design tax-effective financial programs to solve their unique individual or corporate needs. We are small enough to deliver personalized attention yet large enough to serve complex and diverse needs through a unique network of knowledgeable and experienced experts in tax and estate planning, corporate strategies, disability income protection, disability management solutions, executive compensation programs, succession and estate planning, and employee benefits and pensions.We place a premium on absolute trust, discretion, and confidentiality. Our team has over 60 years of combined experience in the field of living benefits, ensuring customized solutions that integrate insured and non-insured products to meet client-specific requirements. We work collaboratively with other advisors to ensure all programs complement the overall planning process initiated by our clients.
Services
Disability Insurance
Critical Illness Insurance
Long Term Care
Term Insurance
Universal Life Insurance
Employee Benefits
Disability Management
Executive Compensation Programs
Buy-Sell Plus
Financial Planning
Details
- Year established: 1986
Highlights and features
- We offer over 60 years of combined experience in disability income protection.
- Our team provides personalized attention through a network of tax and estate planning experts.
- We specialize in tax-effective financial programs for business owners and professionals.
- Our approach emphasizes trust, discretion, and confidentiality in all client interactions.
- We collaborate with other advisors to ensure seamless integration of financial strategies.
What people say
Creative solutions
Personalized attention
Knowledgeable experts
Timely compensation
Trusted advice
Services
Disability Insurance
Disability insurance protects your income if you become unable to work due to illness or injury. We offer tailored policies for professionals and business owners, ensuring financial stability during recovery. Our solutions include short-term and long-term coverage, with options to integrate with corporate benefits and disability management programs.
Financial Planning
Our financial planning services create roadmaps for securing your financial future. We address risk management, retirement planning, mortgages, and investment strategies, coordinating with your advisors to develop tax-effective solutions tailored to your personal and corporate goals.
Employee Benefits
We design comprehensive employee benefits programs for businesses, including health, dental, disability, and retirement plans. Our solutions ensure compliance, cost-effectiveness, and alignment with corporate objectives while supporting workforce well-being.
Executive Compensation Programs
Our executive compensation programs attract and retain top talent through customized benefits and pension plans. We focus on tax-efficient strategies that align with corporate goals and provide long-term value for key employees and management.
Disability Management
Our disability management services focus on returning employees to work through personalized plans that address physical, psychological, and social factors. We advocate for clients during claims and provide tools to reduce lost-time durations and stabilize insurance costs.
People
Jim Corrigan
Founder
Jim Corrigan has over 35 years of experience in disability income protection and financial planning. He holds RHU and CLU designations and specializes in executive compensation, estate planning, and disability management. Jim collaborates with clients to develop integrated strategies and has authored articles in industry publications.
Laurie Corrigan
Administrative Coordinator
Laurie Corrigan brings over 25 years of administrative and insurance experience to The Living Benefits Group. She manages client relations and operational support, ensuring efficient service delivery. Her background includes roles in business administration and volunteer work with local charities.
Questions
What services does The Living Benefits Group offer?
We provide disability insurance, critical illness insurance, financial planning, executive compensation programs, employee benefits, and disability management solutions tailored to business owners and professionals.
How does The Living Benefits Group assist professionals with financial planning?
We collaborate with accountants and advisors to create tax-effective strategies, including retirement plans, estate planning, and risk management solutions for professionals and their corporations.
What areas does The Living Benefits Group serve?
We serve clients throughout Ontario, including Toronto, Ottawa, and Kingston, with tailored financial and insurance solutions.
What makes The Living Benefits Group unique?
Our team combines over 60 years of experience in disability income protection and tax planning, offering personalized service through a network of specialists in estate and corporate strategies.
