Group Benefits Program through Grey Matter Financial

There's Strength in Numbers .....

Always wanted a benefit plan just like the big firms, but didn't have the size or volume to qualify? As a member of CPA New Brunswick, you're now one of the many, not the few. We have harnessed the combined buying power of your Association to create a Group Benefits program that rivals what any organization can offer, at a price you can afford.

Our plan advisor, Grey Matter Financial Inc., was the successful respondent in a RFP process overseen by our Board. Twenty years of Group Benefits experience has allowed them to develop a
strong and sustainable plan for our members. The Group Benefits Program is open to all firms with 2 or more participants (i.e. CPA plus an assistant).

For sole practitioners, we have other coverage options available. In the near future, coverage will also be available for retired members. Stay tuned.

 
Eligibility is subject to approval. Terms and conditions apply to all coverages. For details and explanation, please contact the plan advisor.

Health and Dental Benefits

  • Choose one of three coverage levels
  • Prescription Drugs
  • Health Care Professionals (physio, chiro, etc)
  • Vision Care
  • Dental Care
  • Orthodontics
  • Out of Province Travel
  • Other Coverages

 Life and Disability Insurance

  • Life insurance up to $500,000 per participant
  • Accidental death and dismemberment
  • Long term disability with maximum payment of$ I 0,000 per month tax free
  • Regular dividend payments included in income

 Optional Group Benefits

  • Short term disability
  • Employee assistance programs
  • Optional life insurance

Retirement Savings

  • RRSP and TFSA Accounts
  • Attractive fee structure
  • Active or passive investment
  • Extensive online resources

Individual Coverage

  • Elements by Medavie Blue Cross Personal Heath and Dental Plan
  • Assured Access by Medavie Blue Cross
  • Life, Disability, Critical Illness and Travel Insurance
  • Buy Sell Agreement Insurance Funding
  • Wealth Transfer Planning
  • Personal Financial Advisory Services provided through Assante Wealth Management

We're Accountants. How much does the program cost?

Every member firm receives its own custom quote. You benefit from using pooled claims experience to develop your rating. If your firm's experience is significantly lower than average, that will have a positive impact on your rates.

Conversely, if your experience is significantly higher than average, that will also be reflected in your rating. Being part of a larger group will help to limit those adverse affects relative to having an independent plan.

How do I get a quote?

It couldn't be easier. Simply pick up the phone and call us today. A copy of your latest group renewal (if you currently have benefits) and one other form are all we need to develop a quote. We welcome new applicants throughout the year.

Contact Information

Grey Matter Financial Inc.

7 Alma Street, Suite 100

Moncton, NB  E1C 4Y2

Reach us by phone: (506) 383-6951

Call us toll-free: (844) 383-7526

Send us a fax: (506) 383-1232

www.mybestadvice.ca

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