Employee Benefits Planning

innovative programs

The “benefits” in “employee benefits planning” applies not only to employees, but also to employers.


Enjoying greater recruitment success and reductions in turnover result in having not only motivated employees but lowering overall costs that will result in positive business returns.

Finestone Partners link employee benefits planning to your overall business strategy with innovative programs to analyze your strategic needs. We monitor employee benefits and insurance programs on an ongoing basis and ensure that they adjust to your business circumstances and with legal, regulatory and tax changes.
planning for retirement

We create customized benefit plans designed to give your business a competitive advantage in making the most of your valuable human capital.


We call our approach "Financial Partnering"® - customizing your financial plans, integrating employer benefits, government and investment management programs into a successful employer/employee partnership. By applying the Compliance Firewall® process, we assist our clients in preparing for the unexpected by designing investment-grade insurance alternatives as well as customized employee/employer benefit and retirement plans for companies throughout North America.

If you want experienced management, feel confident in knowing that we have almost three decades of knowledge and skills in successfully integrating benefits and plans during periods of mergers and acquisitions.