Integrated Risk Management & Tax Mitigation Advisory
Call: (403) 816-4127      

Client Resources



License Verification

Clients looking to verify my license is current and in good standing can do so by visiting:

Alberta Insurance Council

Insurance Council Of British Columbia

Health Spending Accounts (HSA) / Private Health Service Plan (PHSP)

Paying expensive monthly premiums for health insurance? No coverage at all and paying for medical expenses with expensive out of pocket after-tax dollars?

A (HSA) is a great CRA approved tool. It allows you to deduct your medical expenses through your corporation and receive the benefits personally to you (or your employees) 100% tax free.

Private Expedited Medical Services - Domestic

While not all HSA’s offer private expedited medical services, Custom Care clients can access (CT’s and MRI’s) within 3 days and can be fast tracked to see 10 different specialists within 21 days of diagnosis. Click here for more information.

THE RESULT: By avoiding public wait times for treatment or surgery you speed up your recovery which also means you are getting back to family and work in a fraction of the time.  Reducing your time away from work also means reducing your financial hardship from absenteeism.  

THE COST: $20 per month per adult. $60 per month per family (regardless of number of children). Click here for more details.

Private Expedited Medical Services – International

For those looking for rapid access to the highest quality medical care – Priority Health Care Insurance can offer Small Business Owners, their families or employees with urgent access to the top 10% of hospitals in the United States of their choice (accompanied by a family member or friend). 

Your assigned case coordinator will ensure all your travel arrangements, accommodations, diagnostic care, treatment and return flight are completely looked after.  The result is a second to none expedited and professional experience accelerating your recovery time and ultimately your return to family, work and life. 

The next time a severe illness or injury has you waiting more than 15 days in Canada, know that Priority Health Care can have you on a plane to treatment centers like The Mayo Clinic. Click here for the Priority Healthcare Brochure (PDF).

Small Business Insurance and Investment Articles

Find out what the experts are saying relative to your personal or business insurance and investment needs. Visit the Article center.

Small Business Financial Calculators

These are handy financial aids to help you with your personal or business questions or goals.