Optimizing Net Worth for Successful Entrepreneurs and Families.

How procrastination can jeopardise a business legacy

If there’s one trait that is not normally associated with entrepreneurs and family-business owners, it’s procrastination. After all, practically every element of their lives, from the flourishing company and well-managed assets to the high-responsibility direction of hundreds or thousands of employees, testifies to the fact that they not only know how to get things done but are proactive to a degree far beyond the average.

Succession planning equals survival for family-owned businesses

The issue of succession planning is a perennial pain point for businesses—and even more of one for the large contingent of experts who persistently try to impress its crucial importance on business leaders. Despite the experts’ urging, most CEOs and business owners leave the issue of transferring ownership and control on the back burner.

Personal development, insurance and business, and planning for the future

Peter Fenton talks with Garnet Morris about what he has learned as an entrepreneur with over 30 years of experience in the insurance business.

Garnet discusses personal and business growth, succession planning and how The Targeted Strategies Group is on track to align our business with the growth of our clients’ business goals. Listen to podcast here.

Make insurance part of your estate planning

There is a common belief that wealthy people do not need insurance. This is a reasonable premise. Insurance companies are profitable – the obvious conclusion being that the expected value of purchasing insurance must be negative – your loss and the insurance companies’ gain. So, unless you need insurance to cover liabilities, or maintain the lifestyle of your dependents – which very wealthy people typically do not – why would you ever buy insurance?

What We Do

Optimizing net worth for successful entrepreneurs and families.

For more than 20 years, The Targeted Strategies Group (TTSG) of companies has helped successful entrepreneurs and families protect, preserve, and optimize net worth by using proprietary life insurance solutions. Our team of more than 100 professionals collaborates with our clients and their advisors to provide ideas, strategies and solutions to complex problems.

Strategic Advisory

Custom life insurance solutions. Tailored to our client’s financial goals.

Life Insurance Solutions

Our team of experts work with your advisors to guide strategies and solutions.

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“We are a group of professionals and thought leaders who collaborate with our clients and their advisors to provide insight and innovative solutions to complex estate planning opportunities and challenges.”

Susan Kichuk, CEO

What We Value

At TTSG we are guided by the following values.

Collaboration

Giving

Innovation

Integrity

Our business model is built on partnering with our clients and our clients’ advisors to look at their planning holistically. We believe it is more effective to be part of a team where we focus on what we do best and collaborate with best resources available in other areas.

We believe in giving back to the community and empowering our employees to support the causes they are most passionate about. As a company, we have donated or sponsored charity-based events in an amount of more than $1M over the last two years. We also offer a program that matches employee charitable contributions, and have a “Volunteer of the Year” program where one person is recognized with a significant monetary gift that they can choose to donate to an eligible registered charity.

We live in a world of possibilities, not process. We continuously look for new and creative ways to do things better and believe that investments in innovation will always multiply the benefits possible. We have invested millions of dollars to build a team of the sharpest minds dedicated to continuously finding the best ways to achieve our clients’ goals. We invest over $2 million in product research annually and proactively work with our partners to improve the products available to offer our clients. We also invest hundreds of thousands of dollars in employee education and skill development every year to ensure our professionals are top in their field.

We are transparent and accountable to our clients and our partners. In addition to our employees being accountable to the various regulatory organizations governing their professions (e.g. provincial Chartered Professional Accountant bodies, provincial law societies, provincial insurance regulators), we have invested in a full time regulatory compliance lawyer as our Chief Compliance Officer who ensures we maintain the highest standards in insurance compliance, client privacy protection and cybersecurity.

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