As a business owner, you have poured sweat and tears into building your business into the success that it is today!
In addition to corporate tax planning and succession planning for your business, a group benefits plan is an important part of the long term success of your business.
If you have not taken your benefits plan to market in a few years, there may be thousands of dollars available in savings.
At Covello Financial Group, we pride ourselves in our service. As your partners in managing your benefits plan, we make sure you don’t succumb to the inefficiencies that can often present themselves in these plans.
For Employees
Navigate a prosperous retirement journey with our comprehensive Group Retirement solutions.
For Businesses
Secure your legacy and business future with expert Estate & Succession Planning.
For Employees and Businesses
You’re one click away from a team with years of experience. We’re here. We’re ready to help. Let’s connect and see if we’re right for you.
145 Brittany Drive,
Winnipeg, MB R3R 3T1
Phone: 204-881-2591
1-815 Fort William Road,
Thunder Bay, ON P7B 3A4
Phone: 431-278-9950
4040 Casorso Road,
Kelowna, BC V1W 4N6
Phone: 250-801-4496
904 4th Ave N Saskatoon, Saskatchewan, S7K 2N6
Phone: 306-502-4321
5114-10310 102 St NW, Edmonton, Alberta T5J 0K5
Phone: 587-507-4181
The information on this website is intended for residents of Manitoba, Ontario, Saskatchewan, Alberta & British Columbia only.
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Insurance products, including segregated fund policies are offered through Covello Financial Group Inc., and Investment Representative John Covello offers mutual funds and referral arrangements through Quadrus Investment Services Ltd.
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Freedom 55 Financial is a division of The Canada Life Assurance Company.
Freedom 55 Financial and design are trademarks of The Canada Life Assurance Company.
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Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design, are trademarks of Quadrus Investment Services Ltd. used with permission.