“You can trust our experience and expertise to provide the very best financial solutions.” —Andrew Clarke, CFP

Services

We are different because we:

  • Deal with most insurance carriers and investment firms
  • Provide summary comparisons of all group insurance and pension investment quotes
  • Sit with all parties involved and provide unbiased advice to each party
  • Provide individual advice to each employee at benefit plan sign-up
  • Deal directly with employee’s concerns and questions through our toll-free services
  • Operate by yearly written terms of reference
  • Follow-up with regularly written benefit plan reports
  • Understand provincial and federal pension legislation
  • Design ongoing employee benefit plan education seminars
  • Have good working relationships with funding and regulatory agencies
  • Have professionally qualified aboriginal people on staff
  • Developed the tax exempt pension income process
  • Are a 100% First Nations owned and operated firm
  • Maintain the highest errors and omission insurance available
  • Have licensed customer service representatives working in our Winnipeg office
  • Provide client support via the Goldmine client management database system

We do business with First Nations entities that have from 5 employees to 500 employees. Let us prove to you that we can construct the very best employee benefit solutions for your particular situation. Quote and review work is done on a no fee no obligation basis. Contact Andrew Clarke at (204) 487-6556 or our toll free number 1-800-558-2088 for further information or e-mail us at info@clarkefinancialplanning.com.