Retirement and Estate Planning Services in Canada

Planning for the future doesn’t need to be complicated. At Quinn, we help individuals, families, and business owners build retirement and estate planning strategies that reflect their goals and protect what matters most. Whether you’re preparing for retirement, managing risk, or passing on a legacy, we guide you with clarity, care, and confidence.

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  • VIP Medical Programs
    Health is part of financial security. Our VIP medical programs in Canada provide priority access to leading healthcare specialists and personalized care coordination. Integrated into your retirement strategy, they ensure long-term well-being alongside financial stability.
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  • Retirement & Estate Planning
    Clear, tax-efficient strategies that help families and business owners prepare for the future, minimize risks, and protect assets.
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  • Hour Banks
    For industries with variable or seasonal staffing, hour banks provide flexibility while keeping employees covered as they build toward retirement. Combined with spending accounts, they deliver consistent support without unnecessary complexity.
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  • Group Retirement
    We design comprehensive group retirement services—from group pension plans to group RRSPs—that strengthen loyalty, build financial confidence, and support your team’s long-term security.
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  • Spending Accounts
    Balance today’s needs with tomorrow’s plans. Health and wellness spending accounts give employees flexible options to cover essentials like medical expenses, fitness memberships, and mental health services, complementing retirement savings programs.
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  • Startup Benefits
    Even in the early stages, founders can benefit from retirement and estate planning. Flexible accounts and planning services allow startups to secure their future while attracting talent with meaningful benefits.
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  • Traditional Benefits
    A strong employee benefits program is the foundation of long-term security. When paired with retirement and estate planning, these benefits create a holistic strategy that protects both employees and their families.
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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


Retirement & Estate Planning Services for Families and Businesses

At Quinn, benefits and planning services are designed to feel approachable and meaningful. We take time to understand what matters most to you and your team, creating strategies that provide real support where it counts.

    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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    Clear and Tax-Efficient Estate Planning Strategies

    You don’t need to accept outdated plans or confusing processes. At Quinn, we help you create a planning and benefits experience that feels modern, clear, and aligned with your goals. Whether you’re reviewing your current approach or starting fresh, we’ll guide you every step of the way.

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

    Life Insurance

    Offer peace of mind with life insurance solutions that provide financial protection for loved ones in the event of an unexpected loss.

    Tax Minimization Strategies

    We design customized tax minimization strategies that reduce your tax burden and support both short-term and long-term financial goals.

    Asset Protection

    Protect your wealth with strategies that safeguard personal and business assets from unnecessary risk, ensuring your financial future remains secure.

    Retirement and Estate Planning

    Our retirement and estate planning solutions support your long-term goals through clear strategies for retirement, succession, and wealth preservation.

    Risk Management

    We identify potential risks early and build proactive plans to minimize financial exposure, giving you confidence and stability in uncertain times.

    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?

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    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

      Expert Advice on Retirement and Estate Planning

      We keep things clear, practical, and relevant. Here you’ll find insights and updates—from new legislation to innovative approaches to retirement and benefits strategy—to help you make confident, informed decisions.

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