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Business professionals, including chartered accountants, who apply their expertise in providing a variety of financial, assurance, consulting, valuation, litigation, acquisition, divestiture and corporate finance services.
EVENTS
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NEW CONFERENCE ANNOUNCEMENT!
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We planned for change...now we're creating a future. After 15 years, we are drawing the curtain on our P&C Crystal Ball conference. Join us as we shift our focus to P&C Producers, designing an exciting, dynamic conference to help you drive sales, build your book, and achieve your goals.

In keeping with this shift, we are excited to announce our new conference will be held at the BMO Institute for Learning (Pharmacy & Steeles).

Stay tuned for more information (www.cwcagroup.com) and in the meantime…

Mark your calendar for September 14th, 2017!

We thank you for your support and participation over the years!

NEWS
TAX SEASON IS COMING...
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The holidays are almost upon us (all of them at once!) - so tax season must be just around the corner. If you are one of our valued clients, look for your Personal Tax Package in the mail in mid-January. It contains everything you need to breeze through to April 30, including a handy checklist to help you gather your documents.
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QUARTERLY NEWSLETTER
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APTITUDE PROFILING
Are you hiring? Need some help finding the right people? CW Group can provide you with aptitude tests to help you evaluate candidate abilities in conjunction with your interview process.

Click here to take a profile or for more information on Aptitude Profiling

ARE YOU A GOLD STANDARD BROKER?
CW Group offers Gold Standard Broker certification to insurance brokerages that achieve a high score on operations audits done through Risk Management Standards Inc. Click here for more information.
THE SUCCESSION PLANNING TEMPLATE
The Succession Planning Template, a comprehensive guide to Succession Planning for insurance brokers, is an excellent tool for brokerage owners to plan their succession. This guide is a must-have for any broker looking to get their business sale-ready.

Click here to order your copy now!

 
  

  

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