Our CLIENTS

Who We Help

Our Process

How We Help

ADVICO takes the complexity out of insurance, tax and corporate planning by providing proven solutions in a variety of areas tailored to your specific needs. Throughout the entire process our advisory team draws on their expertise, their relationships and professional partners to offer our clients the ultimate solution and a positive experience.

EDUCATE
  • Continuously researching, learning & applying new strategies
  • Up to date on industry practices, regulations and legislative and tax changes
  • Regularly reviews product offerings across multiple insurance providers to ensure they align with the vision that ADVICO has for our clients
  • Provides clients with tailor made solutions that are clear, realistic and easy to understand
  • Collaborates with professional accountants, lawyers and other professionals
  • Applies best practices to provide added value for all Advico clients and partners
1
DISCOVER
  • Takes the time to understand the client’s business, industry, current and future plans and goals
  • Assesses personal and corporate insurance need,
  • Collaborates with the client’s professional accountant to analyze their current financial position and develop a comprehensive plan
  • Provides clarity and takes time to answer any questions to ensure that client is engaged, informed and content throughout the entire process
2
IMPLEMENT
  • Collects, manages and maintains all documentation required from the initial application, through to the underwriting process, as well as works with financial institution to secure loan if required
  • Collaborates with client’s accountant(s) to ensure that all information is collected and disclosed
  • Evaluates, analyzes all options available and presents clients with optimal solution(s)
  • Responsible for looking after all the details and making the process seamless for our clients
3
CLIENT RELATIONS
  • Our clients and their goals are our top priority
  • Constantly communicates with our clients and their professional partners to provide the best experience for everyone involved
  • Builds lasting relationships with our new and existing client, professional partners within our community
  • Maintains strict confidentially and professionalism at all times
4
REVIEW
  • Regularly reviews client files annually
  • Augment plans with changes or shifts in personal or corporate circumstances
  • Revises clients' goals as necessary
  • Regularly provide clients updates through email correspondence, or online blogs, videos and posts
5