About

HealthPlus is brought to you by CAPCORP, one of Canada's leading and most trusted independent financial service companies

Profile

A Completely Different Experience

HealthPlus began offering its Private Health Service Plan in 1999. In 2007 we improved and revitalized our program into the HealthPlus you know today. Providing Canadian business owners with affordable health benefits while saving them tax dollars has always been our mission. We continue to offer top level service and expert advice to all our clients helping them achieve the maximum benefits of owning a business.

HealthPlus is powered by CAPCORP Financial and PROTECT Financial and we are grateful for the opportunities this creates for our valued clients.

CAPCORP is a full service financial planning firm located in Ottawa, Ont. Founded in 1981 CAPCORP has become one of Canada’s leading independent financial services companies. Our Success is derived from the commitment to developing and maintaining quality lifetime relationships.

Our PROTECT (link to website) office is located in Toronto, Ont and offers expert advice and full service financial planning to professionals with a focus on Dentist’s in all their career stages . Our Advisors act as a knowledge base for Dentists and their practice while offering advice long before the product. From new grads to retirement, at PROTECT we understand and cater to the life style of busy professionals and their Financial Planning needs.

Let us help you with:

Personal Financial Services

  • Retirement & Investment Planning
  • Financial Planning
  • Estate Planning
  • Insurance Consulting for:
  • Life, Disability, Critical Illness, Travel, Long  Term Care
  • Tax Planning
  • Charitable Giving

Employee Benefits Consulting

  • From 1 employee to 10000 employees, we design and service employer sponsored group insurance and group retirement programs
  • Customized Executive Compensation Solutions
  • The HealthPlus Plan

Business Financial Services

  • Business Succession Planning
  • Shareholder Agreement and Buy/Sell Funding
  • Executive Deferred Compensation
  • Key person coverage
  • The HealthPlus Plan
  • Tax Minimization Techniques
  • Tax Planning

Visit the CAPCORP website for more information.