Protect Your Most Valuable Assets – Your People

Solutions for Businesses

Comprehensive Protection for You, Your Business, and Your People

Business insurance isn’t just a safety net, it’s an investment in the ongoing success of your company.

Key Person Protection

Imagine a crucial member of your team being sidelined due to illness. Their absence could stall projects, impact client relations, and create a domino effect throughout your operations. Key person insurance provides a financial safety net, offering a payout to cover the costs associated with losing a critical individual’s contribution.

Buy-Sell Agreements

Buy-Sell Agreements are insurance products that help you and your business partners avoid potential disputes and ensure a smooth ownership transition in the event of a partner’s death or disability.

Business Continuity Plan & Business Overhead Expense (BOE) Insurance

Maintain financial stability in the face of your own absence or a key employee’s with BOE Insurance. This coverage helps cover ongoing business expenses like rent, utilities, and payroll while you focus on recovery.

Disability Income Replacement Plan

Disability income replacement plan ensures your own earning potential is protected in case you’re unable to work due to illness or injury. This ensures your business continues to operate smoothly while you focus on recovery.

Critical Illness Insurance

Offers you financial support if you’re diagnosed with a critical illness, allowing you to focus on recovery without financial worry. These plans provide financial support for yourself or key employees in case of illness, preventing financial hardship and ensuring essential operations continue.

Employee Benefits

Healthy and happy employees are the backbone of a thriving company. Offering group health and dental benefits demonstrates your commitment to their well-being, fostering a positive work environment and boosting morale. This translates to increased employee satisfaction, loyalty, and productivity.

We work with leading insurance providers to create customized group benefit plans that fit your budget and employee needs.

Company Retirement Plans

Maximize your RRSP and TFSA contributions and watch your retirement savings soar. We can also help you set up RRSP and TFSA matching programs.

Beyond Protection: Planning for the Future

As a business owner, your own financial security is linked to your company’s success. 

Insured retirement strategies and company retirement plans empower you to plan for a secure future, ensuring your financial well-being even after you transition out of day-to-day operations.

Turn Retained Earnings into Strategic Tax-Advantaged Growth Investment

Does your company have retained earnings? If yes, you may be able to maximize the retained earnings with advanced financial strategies such as:

  • Corporate-Owned Life Insurance (COLI).
  • Corporate Insured Retirement Plan.
  • Corporate Immediate Financing Arrangement (IFA).

Don’t wait for unforeseen circumstances to jeopardize your hard-earned success.

Your success is our priority!

Hello,

We understand the weight you carry as a business owner.
You’ve built a team, nurtured a vision, and tirelessly climbed the ladder of success.

But what if unforeseen circumstances threatened your foundation?
That’s where we come in, your trusted partners in business continuity.

We’re not just insurance policies; we’re a safety net woven from the threads of:
* Disability Insurance: Protecting your income stream if illness or injury slows you down.
* Key Person Coverage: Safeguarding your business against the loss of an essential employee.
* Buy-Sell Agreements: Facilitating a smooth ownership transition in case of a partner’s passing.
* Life Insurance: Ensuring your legacy lives on, providing financial security for your business and loved ones.

We understand the intricacies of running a business.
Our comprehensive solutions are designed to mitigate risks and empower you to focus on what matters most – growth, innovation, and the future of your dream.

Don’t navigate the unexpected alone.
Let us be your shield, so you can continue to build your empire, brick by brick, with peace of mind.

Sincerely,
– Your Business Insurance Policies

Secure Your Future Today

Client Testimonials

See what our satisfied clients have to say about their experience with Oasis Wealth

Oasis Wealth provided me with peace of mind knowing my family is protected financially.

John Kemp

Exceptional service and expertise. Oasis Wealth truly cares about their clients’ well-being.

David Marchand

I highly recommend Oasis Wealth for their professionalism and commitment to excellence.

Lisa Carvalho

Oasis Wealth exceeded my expectations with their comprehensive financial solutions.

Emily Keaton

Our Simple Process

01

Discovery Meeting

We meet to understand your financial goals and needs.

02

Needs Analysis

We assess your current financial situation and risk tolerance.

03

Plan Recommendation

We create a personalized plan tailored to your goals.

04

Plan Discussion

We explain your options and answer your questions.

05

Plan Implementation

We help you put your plan into action.

06

Annual Review

We regularly reassess and adjust your plan as needed.

We Are Independent!

Unbiased Advice and Tailored Solutions

We safeguard your financial goals and priorities. We will choose from a wide range of products from top providers, ensuring we find the perfect fit for your needs, not just what a specific company offers.

Your Priorities Come First

We work for you, not the insurance companies. We are committed to provide objective recommendations based on your unique financial goals and circumstances.

Finding You the Best Value

Because we’re independent, we can shop around for you to get the most competitive rates and coverage options available in the market.

Top Partners & Product Providers

We have access to a wide range of products from top insurance and investment providers, ensuring we can find the perfect fit for your unique financial goals and circumstances.

Secure Your Future Today

Take the first step towards financial security – connect with our experts now

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