“Our clients are always treated like prospects. We work as hard to keep your business as we do to gain it.”  
 

CASE STUDIES


ASSOCIATION AND AFFINITY PROGRAMS

The Situation: The executive team at a national moving company with agents in all provinces wanted to facilitate the formation of a buying group for its agents to secure benefits. In the past, this had been tried and failed, and GPS was brought in to make it happen.


RETIREMENT SAVINGS PROGRAMS - IPP

The Situation: As the founder and president of a service company, this client is a highly-paid professional in his mid-50s, whose spouse also works for the company. Both have been saving regularly for retirement.


SUCCESSION PLANNING

The Situation: This client asked GPS to create a succession plan for the business because the current arrangement was out of date and ineffectively structured. The family-run company was lead by two brothers, both approaching 50 years old, who wanted to ensure that processes were fully documented in order to protect them and their families in the future.


WORKFORCE MANAGEMENT - WELLNESS PROGRAMS

The Challenge: The executive team at a national moving company with agents in all provinces wanted to facilitate the formation of a buying group for its agents to secure benefits. In the past, this had been tried and failed, and GPS was brought in to make it happen.

 
“It had been many years since we reviewed our family partnership arrangement and we knew it was out of date and it did not reflect our company’s and families current requirements. GPS has guided us through the step by step process in structuring financial support to match our shareholders agreement to ensure we covered off all the contingencies and risks to our company and our families. We now feel safe and secure knowing that the agreement and the proper financial arrangements are in place that will see us securely into the future. With GPS’s assistance, we have put in place the plan to revisit this agreement bi-annually to ensure that it always reflects our current needs.”

John and Mel Hordyk
Exotic Woods Inc.


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