About Us
Our team of professionals are dedicated to providing you with flexible and holistic planning that will support your lifestyle and goals. Our mission is to help Canadians plan for their financial needs and security through every step of their journey.
We make insurance feel human
Jason Yang
Lead Consultant
Jeff Wang
Jennifer Shen
Deo Lee
Who We Help
We scale our
service to your needs.
Employers & HR Teams
Individuals & Families
Associations & Groups
Our Values
Why clients choose Sol
1.
Listen First
2.
Build Smart
3.
Stay With You
4.
Real Impact
Impact you can count on
20+
Yrs of combined experience
18
Insurance partners & growing
70+
Professionals across Canada
9
Provinces & territories served
"Their service did not stop at setting up a group plan for us; they went further by organizing an employee orientation meeting to help our team get up to date and better understand how the plan works. "
Emily Le Moult
General Manager, Caudalie
"Jason’s team stands out for their strong accounting background and industry knowledge. They do excellent work on our benefit plan and take great care of our employees."
Yasmin Pang
Compensation & Benefits Manager, Uni Express Inc.
"Their team leader really knows his stuff! When he took over our group plan, he not only managed to find savings on renewal but also built a sustainable plan to keep the rates low."
Karen Zheng
HR Manager, Foody World
FAQs
Common questions, honest answers
Is it costly to start an Employer Benefit Plan?
What does an Employer Benefit Plan cover?
Employer Benefit Plan is a powerful product that can cover a variety of things including but not limited to:
Hearing Aids
Orthotics
Prescription glasses
Out-of-country Travel
Registered Massage therapy
Physiotherapy
Mental Health therapy
Dental cleaning and surgery
Orthodontics
Disability and Critical Illness
I’d like to start an Employer Benefit Plan at my company – what do I need?
What is Group RRSP?
Group RRSP allows the staff to contribute money from their paycheque into a RRSP Account with the added benefit that the employer will also match the contribution. This means that every dollar the staff contributes, the employer will match it as well, potentially doubling the return while lowering personal taxes. Contributions are considered a business expense for the employer and can be a powerful strategy to reward and retain loyal staff members while attracting top talent for the company.
I’m young and/or healthy, why should I get critical illness insurance?
While many people consider themselves healthy without fear of major illness, the reality is that 2 in 5 Canadians1 are expected to be diagnosed with cancer in their lifetime and 1 in 12 Canadians over the age of 20 will be diagnosed with heart disease2. Being diagnosed with these illnesses means that you must take time away from work and put a halt on receiving your income, leaving you unable to cover for your expenses in the short term.
Critical Illness insurance will provide you with a lumpsum payment that can supplement your loss of income as well as cover any necessary expenses during your recovery period. This way your hard earned savings can remain untouched and protected.
1. https://www.canada.ca/en/public-health/services/publications/diseases-conditions/heart-disease-canada.html
2. https://cancer.ca/en/research/cancer-statistics
Can you help me with TFSA or RRSP?
Yup! We are able to help you open and manage all registered and non-registered account types.
How much would private wealth management cost?
The beauty of our private wealth service is that there is no extra fees. That means by partnering with us, you will have access to tax experts, financial planners and portfolio managers with no added cost!
The only requirement is to have a minimum of $1 million in assets and we can start your private wealth journey.
What’s the benefit to Life Insurance?
I’m young and/or healthy, why should I get life insurance?
What is living benefits?
Living benefits include health, dental, critical illness, and disability insurance. These products are to protect your income and savings should anything happen to you while you’re still alive.
I’m young and/or healthy, why should I get Disability insurance?
Your income is your most valuable asset, and there are unseen risks that can impact your income. Up to 40% of Canadians become disabled for 90 days or longer before age 651 . In 2022, it was revealed that 27% of Canadians aged 15 years and older, or 8.0 million people2, had one or more disabilities that limited them in their daily activities. It includes mental health related disabilities as well such as burn out, anxiety, or depression.
With Disability Insurance, you can receive tax-free payments that can replace up to 80% of your current monthly income. If anything happens, you can rely on disability insurance to cover your without having to dip into your savings!
1. https://www150.statcan.gc.ca/n1/pub/11-627-m/11-627-m2023063-eng.htm
2. https://www.canadalife.com/insurance/disability-insurance.html
What financial services do you offer?
We offer a variety of financial services: investment management, financial planning, accounting, private wealth management,
So whether you’re just starting to save for future goals, or need guidance on retirement planning, we’re with you every step of the way.
What is private wealth management?
Private Wealth provides a robust and elevated level of personalized service for individuals whose wealth and finances have grown too complicated to be handled by themselves.
By partnering with a specialized private wealth team, Sol Benefits will apply a comprehensive plan with a holistic approach that relies on input from tax experts, financial planners, and portfolio managers.
