Business Planners Financial Ltd

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Anne Marie Dryden, CFP CLU CEO and Certified Financial Planner Anne Marie has been an independent provider of financial services for business owners and professionals for more than two decades. She has earned the Chartered Life Underwriter designation and is a Certified Financial Planner. She also completed the Canadian Securities course in 1990. As a business owner with a business consulting background, Anne Marie works primarily with incorporated business owners and professionals. She takes a low-key approach with clients, which provides them with a comfortable, stress free experience. Her goal is to provide solutions for building and preserving wealth while minimizing tax.

From a needs analysis to the implementation of a customized package, our “group life and health plans” are tailored to meet the specific needs of your company and workforce. We are proud to offer services from the industry leaders in benefit design, and can offer coverage to employer groups ranging from small local businesses to national companies. As an independent broker, our goal is to stay in tune with not only your changing needs, but also the offering, price, and features of the companies that we align ourselves with. We will do the competitive shopping and analysis for you, present options and opportunities, and assist you with this very important piece of your human resources planning so that you can concentrate on the profitability of your business.

Farms are more than just land and livestock. Making sure that the family farm or farming corporation can be kept whole for the next generation is big in the minds of most farmers. Our defensive planning helps farmers protect assets from taxes, claims and disputes. We help our clients identify and take advantage of capital gains tax exemptions, probate bypassing solutions, Wills variation claims and any other threats we can find that might diminish their legacy. Working with farmers is one of our specialties and it is particularly gratifying to assist in keeping the estate intact for generations to come.

Business Planners Financial Ltd. is dedicated to assisting clients with the preservation and enhancement of wealth. We work with corporations, business owners, professionals and individuals to help reduce tax, manage risk and maximize net worth. Our comprehensive planning process is designed to establish the client’s priorities and implement strategies to meet their goals.

Whether it’s supplementary health and dental benefits, prescription drugs, vision, employee assistance, health spending accounts, outside-Canada emergency medical care, group life, accidental death and dismemberment, critical illness, or short- or long-term disability coverage, we can meet your needs and exceed your service expectations.

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