We have many close working relationships with other businesses. We would be happy to refer you to any of the following companies.
Health Care Spending Accounts (HCSA)
An HSA (Private Health Services Plan) is a Canada Revenue Agency approved method to provide medical, dental and vision benefits in a tax efficient manner. A corporation can write off 100% of the costs related to its HSA. All expenses reimbursed are tax-free to the employees.
Private Investment Council
Pelican Group (Brian Harrington, BBA CFA)
Lonsdale Porfolios, a division of Newport Private Wealth Inc.
Kurylo Insurance Services Ltd. and Newport Private Wealth Inc. have entered into a Referral Agreement. Under the terms of this Agreement, Kurylo Insurance Services Ltd. makes introductions to Newport for its discretionary investment management services. When you become a client of Newport, a referral fee is paid to Kurylo Insurance Services Ltd. from the discretionary investment management fees it earns.
WealthBar – Offers 12 professionally designated and monitored portfolios.
- Four Valet Exclusive ‘hybrid’ Portfolios
- Five WealthBar ETF Portfolios
- Three Nicola Private Investment Portfolios
PPI Valet – Portfolios with KIS