Discover the #1 Insurance Risk Most Families Miss.
insurance Clarity for business owner famalies
We Uncomplicate Insurance. Alignment over Complexity.
FAMILY - BUSINESS - EMPLOYEE
Contact @ 587-926-8399
Why Business Owners Choose Us
Business owners want more than products — they want clarity, confidence, and a long-term relationship with someone who understands their world.
As a business owner, you’ve worked hard to build your legacy. It’s time to make sure it’s protected — for your family, your business, and the employees who depend on you.
Our Value
🔒 Peace of Mind
Know your business and family are protected from the unexpected.
💼 Business Continuity
Keep your company stable and your partners secure.
👨👩👧 Family Protection
Ensure your family’s lifestyle and legacy are protected.
💰 Liquidity When It’s Needed Most
Access tax-free capital when your business or family needs it most.
💸 Tax Efficiency
Convert corporate dollars into family wealth — tax-efficiently.
🤝 Coordinated Advice
We align your accountant, lawyer, and financial advisors.
📊 Financial Organization
Clean, simple strategies with no guesswork.
🧾 Reduced Surprises
Proactive reviews so you’re never blindsided by changes or renewals.
🧭 Clarity & Confidence
Understand every recommendation in plain, simple language.
🧩 Simplified Decisions
We break down the complex so you can focus on running your business.
⏱️ Time Saved
We handle the heavy lifting so you get time back for what matters.
Who We Help
You’ve worked hard to build your business, your family’s wealth, and your future.
We help protect all of it.
We work best with business-owner families between $2M and $10M in net worth who value:
- proactive planning
- simplified strategies
- tax-efficient solutions
- a coordinated advisor
- long-term relationships
If you want clarity, structure, and a trusted partner for the years ahead — you’re in the right place.
How We Work Together
Step #1 — Strategy Session
Schedule a Free Strategy Session
Get clarity on your biggest questions and learn where your plan can improve.
Step #2 — Welcome to the Fusion Family
If we’re a fit, we’ll onboard you and begin building your personalized Grow, Protect & Transfer strategy.
Step #3 — Ongoing Guidance
We provide proactive reviews, clear communication, and long-term support so you stay confident year after year.
Client Success Stories
Case Study #1 — Leaving More to Family, Less to Tax
A long-time business owner in Northern BC had built significant corporate savings but worried too much would be lost to tax.
We restructured their assets and implemented a corporate-insurance strategy that will now transfer hundreds of thousands more to their family — tax-free — while keeping full control during retirement.
Case Study #2 — Protecting a Partnership & Business Stability
A construction company with three partners had no buy–sell funding in place.
We coordinated with their accountant and lawyer to design a corporate-funded plan that created immediate liquidity.
When a partner passed unexpectedly, the business stayed stable, families were supported, and ownership remained intact.
Case Study #3 — Improving Retention While Controlling Benefit Costs
A professional services firm struggled with rising benefit costs and worried about losing top talent.
We introduced a Group Savings Plan that improved compensation value without raising premiums.
Employee engagement increased, turnover dropped, and the firm regained cost control.
Contact Us
Fusion Insurance Advisory Inc.
# 140 150 Chippewa Rd Sherwood Park, AB T8A 4E5, Canada
Hours
Open today | 09:00 – 17:00 |
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Have questions? Need clarity? Want a second opinion? We’re here to help. Use the form below to send us a message — or book a meeting to get started.
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