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About Geraci Financial Group

Tony Geraci has almost a decade of experience in this field as a manager in the design and implementation of benefit & pension programs.

OUR AREAS OF EXPERTISE

We service Greater Toronto Area, Ontario, and specialize in directly providing comprehensive consulting in the following areas:

• Group Life, Disability and Health plans
• Employee Assistance Programs (EAP)
• Group Retirement Services
• Pension plans
• Deferred Profit Sharing Plans
• Group Registered Retirement Savings Plans

In partnership with skilled insurance professionals, we are also able to provide to our clients comprehensive planning in the following areas:

• Individual Life Insurance
• Corporate Individual Life Insurance
• Buy/Sell funding
• Keyman coverage
• Disability Insurance
• Estate Planning
• Succession Planning
• Executive Compensation
• Individual Investment Services

SERVICES WE PROVIDE

Employee benefit costs are constantly increasing. Employers are searching for advice and service to ensure that they have the optional benefit mix for the dollars invested. In keeping with that objective we provide comprehensive services in the following areas:

• Plan Design and Implementation
• Renewal negotiation
• Tax effective premium allocation
• Claims and Administration mediation
• Employee communication seminars and planning
• Continual consultation and support

In addition, we also provide continuing communication to keep our clients abreast of ongoing trends and developments in the insurance and retirement marketplace.

We have developed an in-depth familiarity with the various major carriers in the industry and the products that they offer. This allows us to ensure that we are providing the highest level of independent advice to our clients. This, along with an intimate knowledge of each client’s specific objectives, allows us to work as an effective branch of their human resources area.