Ed Zeltzer
Business Development Coordinator & Benefits Strategist @IG Wealth Management
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WORK HISTORY
Business Development Coordinator & Benefits Strategist @IG Wealth Management
Toronto, ON, CA
EDUCATION
McGill University - Desautels Faculty of Management
Bachelor of Commerce (B.Com.)
SKILLS
ABOUT ED ZELTZER
On any given day, business owners and their teams will have a thousand different things on their mind, everything from marketing, sales, profitability, and client satisfaction. As a result, one crucial aspect that often slips the mind of business owners is their Employees Benefits Strategy. Many business owners lose out because they are unaware of the opportunities that are available to them. Whether you’re 5, 50 or 100 people strong, you need an employee benefits strategy that works for your business. We specialize in designing simple, effective employee benefits strategies customized to your needs. The landscape has changed for employers and my clients are tired of putting all of their energy into: Wondering if they’ve done what they can to keep their employees happy & engaged Worrying about the alarming cost increases & how it will erode their bottom line Baffled by how we can get them more value out of their plan without spending more money My clients come to me when they: Want a strategy that will add value to their plan while reducing costs Want to make sure their top talent and their families are take care of Are looking for additional way to engage their employees Within just a few months of working with our team, clients are left asking themselves why their previous advisor didn’t provide them with a(n): Value Audit on their plan to uncover cost savings & plan enhancements Employee Engagement Framework that include Employee appreciation days, Wealth Management educational workshops, and one on one Wealth Management coaching for key employees Executive Compensation Packages that leverage creative solutions like Spilt Dollar Critical Illness, Cost Plus, Health spending accounts, Tax-Free benefits, IPPs, Group Savings, etc. We pride ourselves in working closely with your team. We start by exploring and understanding your specific needs and challenges, before building a customized strategy unique to your company and people. Our collaborative process is focused on the creation of value. If you want to learn more, I invite you to contact me: e••••••••@ig.ca 64••••••83 Or, schedule a quick 15-minute introductory call: tinyurl.com/Ed-Zeltzer-15-min-Intro-Call
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