STG Capital Management
Products & Services Offering
Cash Flow Management
Management Fee Minimization
Risk Tolerance & Investment Objectives
Health & Dental Coverage
Critical Illness Protection
Long Term Care Insurance
Short Term & Long Term Disability Insurance
Business Succession Planning
Planned Giving and Charitable Donations
Minimize Estate Taxes and Preserve More of Your Assets
Pre and Post Retirement Planning
Create Multiple Streams of Tax Efficient Income
Group Retirement Services
Defined Contribution Plans:
Group Pension Plans
Group Non-Registered Savings Plan
ESOP (Employee Share Ownership Plans)
Group Retirement Income Plan
Investment Management Fee (IMF) Assessment
Capital Accumulation Plan (CAP) Guideline Review
Group Benefit Services
Design or re-design a Group Benefit Plan including Insurance, Short Term
and Long Term Disability, Extended Health Care and Dental Coverage.
Health Care Spending Account (HCSA)
Claims Processing Review
Financial Education Specialists from the Sponsoring Insurance Carrier are available toll-free through Customer Service Centre or periodically on site depending on plan characteristics to provide financial education to plan members. Specialists are typically available Monday to Friday, between 9 a.m.
and 5 p.m. ET.
Your Account Manager will work in partnership with your Advisor, and focus primarily on ensuring your plan is implemented in a manner that ensures a smooth and easy transition of your plan to your chosen Carrier. The Account Manager will also provide ongoing support to your plan administrator(s), helping them manage and monitor the plan.
Choice, Flexibility and Security
Finding the right group retirement savings solution to meet your company’s needs can be challenging. We understand each client is unique, so we provide a variety of options to help you build a program that provides the choice, flexibility and security you need.
Mutual Funds offered through Manulife Securities Investment Services Inc.
/ STG Capital Management
Manulife Securities Investment Services Inc. is a member MFDA IPC
4-1521 Upper Ottawa St. Ph: 905 318 4777
Hamilton, ON L8W 3J4 email: firstname.lastname@example.org Fax: 905 318 4999
Scott T. Goldston
4-1521 Upper Ottawa Street
- Scott T. Goldston