Business

Prescription without Diagnosis is Malpractice

Whether you’re just starting, been running for years or preparing for succession, using an integrated planning process, Charles Street will work with you to build a customized financial plan that best fits your corporate needs, helps you manage risk and brings your goals within reach.

You’ve worked hard to build your business; we want to help you improve and protect it. Whether starting a new venture or maintaining a successful one, we can help you address your needs.

Protect your business

Protect your business with individual/corporate insurance

  • Life insurance
    Key-Person, Buy-Sell, business mortgage/loan coverage
  • Disability insurance
    Injury or sickness income coverage
  • Critical illness insurance
    Sickness protection for loans or retirement goals

Corporate investment plans

We have corporate investment plans to help with your business needs.

  • Corporate Class Funds
    Invest corporate funds in tax advantaged funds

Group plans

Group Plans - Protect your employees with group benefits

  • Benefits plans for small business
  • Health-care and dental-care benefits
  • Wellness and disability benefits
  • Life and accidental death and dismemberment benefits
  • International benefit plans
  • Online Services