Judy Tep's Contact Details

Judy Tep's Company Details

Franklin Tranter & Associates

Toronto, ON, CA • 5 - 9 Employees
Financial Services

If you want to protect what you value most, please connect with us. Using financial planning and risk management principles, our team provides tax-efficient insurance and wealth enhancement strategies for clients. The Franklin Tranter & Associates Team, cumulatively, has over 80 years of experience. We work as an integral member of our clients' advisory team and believe in providing objective and insightful financial advice with a highly personalized approach. Our business focuses on the following planning areas: For Business Owners: • Risk management solutions to deal with a death or disability of a key person • Audits of shareholders agreement • Buy/Sell funding in the event of death or disability of a shareholder • Employee Health and Dental plan implementation and ongoing consulting • Employee Group Retirement and Savings Plan consulting • Enhance estate values with tax-sheltered returns on corporate retained earnings For Professionals: • Provide a comprehensive assessment of all the components of one's financial affairs, including clarity on objectives and wish list. • Evaluate the use of insurance products to protect the family's income in the event of a death, disability or major illness • Enhance estate values with tax-sheltered returns on non-registered assets Protecting What You Value Most™ • Family • Health • Employees • Business • Financial Security • Wealth • Estate/Legacy