Its one thing to underwrite an investment insurance policy or other financial planning strategies to a potential client, it’s another thing to provide the client before underwriting, assurance they will see measurable results both on the short and long term.
- Revenue: $2 billion
- Annual Growth 2013-2018: 2.6%
- Number of Optometrists: 6000
- Number of Employees: 10,410
- Number of Businesses: 4,759
Optometrists are Canada’s primary eye care professionals. Many own their own practice. They take considerable risks to develop and grow their practice in order to provide quality eye care to their patients. Like all small business owners, optometrists require retained earnings and the ability to hold those earnings in a reasonable investment vehicle. This mechanism allows an optometrist to generate appropriate capital to establish, protect and grow their practice, including:
- purchase of medical equipment, furniture, computers, etcetera;
- business expansion;
- income fluctuation owing to competitive pressures; and
- provision of employee wages and benefits (regardless of prevailing economic circumstances) as well as surpluses to provide for human resource issues like severance payments or employee grievances.
To provide best in class highly diversified tax compliant insurance investment solutions and financial planning strategies that offer, capital growth, access to capital and long term financial stability within the practice itself, the ownership, stakeholders and its employees.
Giving you the freedom to focus on the reasons you went into practice in the first place.
To be the very best insurance investment and financial strategy planning resource in the Canadian optometry market that exceeds optometrist investor expectations while providing peace of mind, stability, trustworthy advice and support on the long term that you can count on.
Who We Are
RFG serves very specific sensitive markets that demand a thorough knowledge and understanding as to financial priorities and offer the deepest level of service and experience needed to achieve financial goals.
RFG stress free expert advice in the insurance investment and financial planning industry is not a typical company that sells insurance policies, but provides tax compliant innovative solutions that exceed and meet very specific demands and requirements that are driven by your best interests and needs in mind.
Our philosophy is very straight forward, we look not to our own interest but the interest of who we provide expertise to.
Our Product / Service Diversity
Very few insurance investment and financial planning organizations in today’s market are as diverse as Royale Financial Group. The overall advantage that RFG possesses, is their imitate knowledge of every insurance company and its offerings. We also are known for customizable tax compliant solutions that are very effective. With that competitive edge we can provide competently solutions that deliver important comparative analysis enabling the optometry practice a more educated approach which enables one to make an informed and sound decision. As a client you immediately have legal, accounting, technology and industry market knowledge available under one umbrella, you are in a position of strength to determine what’s in your best interest not ours.
Another major advantage, we provide trusted advisors that have significant market knowledge of the insurance investment and financial planning industry that will review and assess propositions that you may have received at no cost to you. We do the leg work, you make the decisions, were there for you.
Our Insurance Investment Solutions Advantage Plus Program is a well proven highly valuable financial strategy that provides the highest level of confidentially, ways to access capital through insurance investing, provide dividend income returns, significant tax reductions, personal direct banking management process enabling greater control of your revenue and bottom line and we are just touching the surface.
As a very specialized company addressing specific sensitive market needs, our diversity and knowledge in this highly volatile market provides you a significant advantage now and in the future. Preservation, Protection, Planning on one’s current and future business revenue will determine the best insurance and financial planning solutions.
If you are one of the principal shareholders, owner or partner of the Practice, Royale Financial Group Inc can provide timely insurance investment vehicles and financial planning strategies that are considered the best in the industry.