No financial strategy is complete without a plan to protect loved ones from financial loss.
Read moreWise asset allocation and careful investment selection are key to a well-balanced portfolio.
Read moreA detailed estate plan creates a legacy that can benefit your heirs in many ways.
Read moreRetirement today comes with many possibilities. We can help you make the most of every opportunity.
Read moreA wise financial strategy can help keep a growing family on track during all the "growing-up" years.
Read moreFamilies with older children need a wise cash flow management plan to help contend with rising expenses.
Read moreStarting out with a firm financial foundation is a great strategy for building a solid relationship.
Read moreFew things in life are more rewarding than helping the next generation get a great education.
Read moreMinimizing taxes through carefully planning is one of the most powerful financial strategies available today.
Read moreRunning a successful business can be one of life's most rewarding experiences.
Read moreDo any of the following sound familiar?
If it does, you're in the right place, and you have more control and flexibility than you may realize.
I'm Charlayne Mallare, founder of SME Business Benefits, and I'm here to offer you a unique combination of solutions to your greatest business needs.
I know from personal experience how important it is to grow and protect your business —to fill your business toolbox with the right systems and solutions and to protect everything for which you work so hard.
It's my passion, my purpose and my mission to make a difference in your business: to help ease the challenges you face as a business owner, while guiding you through the process of making significant improvements to grow your bottom line.
I offer a specialized approach to business benefits … so you can truly enjoy the advantages that come with being a successful business owner.
I have access to different companies that offer a unique set of member benefits, which protect you and the assets you've worked so hard to build when unanticipated events arise, such as death, disability, critical illness or the need for long-term care. This allows me to provide unbiased, objective recommendations that suit your needs.
Discover the benefits available to you when you enroll in a unique health coverage plan designed specifically for small and medium business owners and entrepreneurs. This Health Spending Account/Private Health Services Plan, which follows the Canada Revenue Agency's guidelines, helps you save money on taxes and insurance premiums, because there is no monthly premiums.
Through a specialized marketing and customer loyalty program, I offer a system for you to grow a base of loyal customers (who can't wait to spread the word about you!) and to earn money from their purchases, even when they shop elsewhere.
If you'd like to discover my highly-specialized solutions for any or all of the services listed above, contact me today for a complimentary 20-minute consultation.
Just fill out the form here, and I'll be in touch within 48 hours.
I look forward to speaking with you!
Planning Ahead During Uncertain Times
Why You Should Choose a Financial Advisor
Planning to Protect Your Legacy