Retirement & Estate Planning

Planning for the future doesn’t have to feel complicated.

We help individuals, families, and business owners create strategies that reflect their goals and protect what matters most.

Whether you’re thinking about retirement, passing on a legacy, or managing risk, we’ll walk you through it with clarity and care. Our approach is personal, thoughtful, and built to give you confidence in the road ahead.

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  • VIP Medical Programs
    Our VIP Medical Programs are designed for those who want more out of their healthcare experience.
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  • Retirement & Estate Planning
    Planning for the future doesn’t have to feel complicated. We help individuals, families, and business owners create strategies that reflect their goals and protect what matters most.
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  • Hour Banks
    Hour banks offer flexibility for industries with rotating staff, seasonal workers, or varying hours.
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  • Group Retirement
    Group retirement plans help your employees plan ahead with confidence. Whether your team is just starting to save or looking to grow their retirement income, we’ll help you build a plan that fits your business and supports long-term financial well-being.
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  • Spending Accounts
    Spending accounts give employees more choice in how they use their benefits. Whether it’s a health spending account for medical expenses or a wellness account for services like gym memberships or mental health support, these plans offer flexibility without added complexity.
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  • Startup Benefits
    Growing a business from the ground up comes with a lot of decisions. Our startup benefits are designed to support founders and early-stage teams by offering flexible, scalable options that evolve as your company grows.
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  • Traditional Benefits
    Reliable, familiar, and still highly effective, traditional benefits continue to be a key part of a strong workplace strategy.
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Personalized Plans, Real Connections

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Guidance You Can Count On
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Built on Trust, Not Buzzwords


Built for real people, not just policies

At Quinn, employee benefits are designed to feel thoughtful and easy to navigate. We take the time to understand what matters most to your team, then create plans that offer support where it counts.

Whether it’s everyday coverage or a little extra care, we help you offer benefits that feel meaningful.

    Do you currently have a benefits plan?

    What Matters Most to Your Team?

    Support comes in many forms. From flexibility to wellness and everything in between, we're ready to create a plan that meets your team where they are.

    What Industry Are You In?

    Every industry comes with its own set of priorities. We want to help you build a benefits plan that fits the way you work, whether you're leading a manufacturing business, growing a startup, or building something entirely your own.

    How Many Employees Need Coverage?

    Knowing your team size helps us recommend the right kind of support. Whether you’re covering a close-knit crew or a growing company, we’ll help you find a plan that makes sense for your people and your business.

    Let’s Talk Benefits

    Every team is different. Whether you're offering a full package or starting with the essentials, choose the options that make the most sense for your business today. You can always adjust as your team grows or needs shift.

    You’re Almost There

    Let us know where to send your customized benefits summary. We’ll take the information you shared and put together a plan that aligns with your goals and the needs of your team. No pressure, no obligation. Just clarity.
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    Let’s Rethink Benefits Together

    You don’t have to settle for outdated plans or confusing processes. At Quinn, we help you build a benefits experience that feels clear, thoughtful, and aligned with the needs of your team. Whether you’re reviewing your current plan or starting fresh, we’ll walk you through it with care and clarity.

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    Life Insurance
    Tax Minimization Strategies
    Asset Protection
    Retirement and Estate Planning
    Risk Management

    Life Insurance

    Offers peace of mind by providing financial support for loved ones in the event of an unexpected loss.

    Tax Minimization Strategies

    Helps reduce your tax burden with smart, customized planning for both short-term and long-term savings.

    Asset Protection

    Protects your financial future with strategies that keep your personal and business assets secure.

    Retirement and Estate Planning

    Supports your future goals with structured plans for retirement, succession, and wealth transfer.

    Risk Management

    Identifies potential risks early and puts plans in place to help reduce financial exposure.

    Quinn made it easy for our employees to actually understand their benefits. We didn’t just hand them a policy — we gave them peace of mind. Their team took time to tailor every element to our staff’s real-world needs.
    Jamie Nguyen
    HR Director
    95%
    Employee satisfaction with new benefit plans
    We went from a tangled web of policies to a single, clear, flexible plan that supports employees through every life stage. Quinn helped us simplify without compromising coverage.
    Carlos Ramirez
    Operations Manager
    3x
    Increase in benefits engagement within 6 months

    Start Your Custom Benefits Plan in 3 Simple Steps

    1

    Let’s Get to Know You

    Ready to take the first step?

Fill out your details below and we’ll be in touch to begin building your plan.
    2

    Share Your Goals

    Ready to take the first step?

Fill out your details below and we’ll be in touch to begin building your plan.
    3

    Watch It All Come Together

    Ready to take the first step?

Fill out your details below and we’ll be in touch to begin building your plan.
    Ready to take the first step?

Fill out your details below and we’ll be in touch to begin building your plan.

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      Phone 1-844-725-3131 Email inquiries@quinnadvisory.ca