Product and Service Focus
Group and Individual Insurance
Our team focuses 100% on the needs of our clients. Our needs based-approach helps ensure that every client receives the advice and support they require to maximize their short and long term needs. Our service offering extends to both individuals and groups and include; designing, implementing and reviewing plans as well as working with you or your company to support on-going individual or employee requests as it relates to training, employee engagement and communication.
Group and Individual Insurance Product Services
Insurance Product Offering:
- Life, Accidental Death & Dismemberment
- Long & Short Term Disability and Critical Illness
- Employee Assistance Programs (EAP)
Retirement Planning Services:
- Individual Registered Pension Plans
- Group Registered Retirement Savings Plans
- Deferred Profit Sharing Plans
- Registered Education Savings Plans
Other Financial Services
With a growing need for providing clients with clarity and advice across many different financial areas, Singer Steinberg Professional Corp offers the following additional services to compliment needs in the Insurance and Retirement Planning space.
- Residential and Commercial Mortgage Services*
- Calculate financial needs assessment
- Evaluate most cost effective products and service for an individual/family
- Source market rates with accredited lenders
- Provide mortgage renewal services and debt consolidation planning services
- Accounting and Tax Planning Services
- HST/GST Advisory Services
*All mortgage services are licensed through Neighbourhood Dominion Lending Centres, 1140 Stellar Drive, Newmarket, Ontario FSCO #11764 – Independently Owned & Operated
CPA (CA), CFE, started his professional career at PricewaterhouseCoopers where he obtained his Chartered Accountancy in 2006. Adam spent much of his career as a consultant in both Canada and the United States where he obtained his Certified Fraud Examiners (CFE) License as well as his qualification as a Licensed Life Professional (LLQP).
Over the past 10 years Adam has focused his career as an Insurance Specialist. Adam has negotiated many Group Benefit and RRSP plans for small and large businesses, championed the largest specialty student-insurance program in Canada and has acted as an advisor to the Government of Trinidad & Tobago on a special Insurance Fraud matter.
With over 15 years as a business professional acting as a partner to both individuals and businesses, Adam has developed a broad network across the Insurance industry. Adam has saved individuals and companies significant dollars by planning and negotiating the best coverage for his clients and uses his years of professional experience and relationships to maximize his value to all his clients.
Adam holds his Life and Accident & Sickness License with Industrial Alliance (Agent License # 14139760)
CPA (CA) started his professional career at KPMG where he obtained his Chartered Accountancy in 2007. Elan has worked in both public and private practice where he has been perennially responsible for providing clients and private companies of all shapes and sizes with sound financial strategy to help ensure their business needs were met.
Elan has most recently spent approximately 10 years as the Head of Finance for private companies specializing in lending and financial management.
With Elan’s high business acumen and ability to ensure client needs are at the forefront of every financial decision, he has quickly developed a sound track record representing clients seeking mortgage and lending advice.
Elan is a licensed Mortgage Agent working directly with Neighbourhood Dominion Lending Centres (FSCO #11764), Agent License # M16001994.