Concept Brokerage Inc., is an Ontario licensed Life and Health Insurance agency owned by Elaine Jamieson.30 years experience providing independent advice for clients by selecting products and services from various Canadian Life and Health insurance companies.Concept Brokerage Inc. supports more than 25 independent agents/brokers providing education, training and assistance in certain specialized markets for personal and business insurance.Our focus is to protect the lifestyle earnings of: self-employed, contract workers, commissioned sales people, entrepreneurs, home-based business and small business owners.The use of creative, non-traditional solutions assists individuals and organizations with implementation of the products for their unique benefits need.
Together we can bring clarity to your bookkeeping practices. I having been expressing this sentiment for the past 5 years and have continued to enjoy my chosen business each and every day. I love working with my clients and bringing some fun back into something that can seem like an unwelcome chore or burden, when it should be something you look forward to. The rewards of having a clean record keeping system working with you are limitless. You will have an accurate picture of where you business is today and where you want to grow your business. A clear concise set of books and they don’t have to be a complicated software either will show you as the business owner exactly how your numbers are doing in regard to your projections from your business plan, whether formal or just in your head. Finally I love to teach bookkeeping and I enjoy travelling to you as well as working from home. Whatever fits with your current situation, I’ll make it fit into mine. All the best and may all your events and plan for your business bring you much happiness, prosperity and gratitude.
At O’Farrell Wealth & Estate Planning, we provide financial and estate planning services to help our clients live the life they want today, and secure the legacy they want for tomorrow. Regardless of where we are in our lives, whether we’re starting a family or planning our estate, purchasing a home or planning for retirement, a plan helps us get the best of what we want the most. That’s why our clients count on us to support them in creating and acting on plans that meet them where they are in life.
Farm Succession Planning
Small Business Planning
Contact us to get your financial plan started today.