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