Corporate Planning

Strategies to ensure continued and future success for your business.

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Why your business needs Corporate Planning strategic advice

You’ve worked hard to build your business. We understand the commitment and dedication required to achieve and sustain success, and the challenges you face as your business grows. You need a partner you can count on for sound advice to help you manage growth, face challenges and ensure the long-term viability of your business.

Our expert advisors can help you with:

  • Financial and risk management plans
  • Attracting and retaining top talent
  • Planning for retirement and succession planning

Cowan Financial Solutions offers a comprehensive suite of products and services designed to help you achieve the goals you’ve planned for, and prepare for the challenges you didn’t. Our team of expert advisors will discuss your corporate goals and needs with you and your senior team, to gain insight into what matters most and what potential coverage options will help you get there.

Corporate Planning Products and Services

Executive Compensation Strategies

Compensation Insurance options are highly effective tools to help you attract and retain key employees.

Executive Compensation

Buy - Sell Agreement Insurance

In the event that a shareholder becomes disabled, dies or suddenly leaves your business, you need a plan for protecting the remaining partners and your business’s future financial well-being.

Buy - Sell Agreement

Income Loss and Protection Insurance

Income Loss policies are another effective tool to attract and retain talent by allowing key employees to replace or top up existing disability benefits in the case of long-term disability.

Income Loss and Protection

Tax Strategies

Proper planning, including the most up-to-date tax strategies, can help you reduce the tax burden for you and your business.

Tax Strategies

Business Succession

Let us help put strategies in place now to develop new leaders and a sustainable financial plan, so that when you’re ready, you can transition your business into capable hands.

Business Succession

Why partner with Cowan Insurance Group?

Expert advice

Someone who specializes in personal insurance will call you directly. Our expert advice means you will speak to the right person the first time.

Custom Coverage

Custom coverage specifically built for you means that Cowan will take the time to learn about your insurance needs.

Our Promise

Cowan is Canadian owned and independent. Your satisfaction is the only outcome we accept. Our clients are at the heart of everything we do and we care about what you care about.

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Talk to a Cowan Financial Solutions expert today







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Does your business rely on your supply chain?

Supply Chain Insurance is specially designed to protect the revenue of businesses that import, export, manufacture, assemble and distribute goods.

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Group Benefits with Cowan

Choosing the right combination of coverage and service for your employees today — and in the future — requires an independent experienced partner.

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