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  • Listen. Understand. Research. Create. Working together, creating solutions.
    solutions Retirement solutions CFS International travel and expatriate insurance program 460 West Hunt Club Road Suite 205 Ottawa Ontario K2E 0B8 tel 613 667 3667 toll Free 1 866 950

    Original URL path: http://www.cfservices.ca/ (2016-04-26)
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  • Contact CFS
    950 3667 Direct contact information for President and Principals Tony Conte CLU President t 613 667 3667 extension 1 Email Tony Conte Josée Veitch t 613 667 3667 extension 3 Email Josée Veitch Conor Ryan t 613 667 3667 extension 2 Email Conor Ryan Anthony Conte t 613 667 3667 extension 4 Email Anthony Conte Map to our office View Larger Map About Us Employee benefits solutions Retirement solutions CFS

    Original URL path: http://www.cfservices.ca/contactus.aspx (2016-04-26)
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  • ABOUT CFS
    research and education in order to stay up to date with the latest in industry products legislation practices and trends We deliver value by providing the highest quality research and advice at an affordable and mutually agreed upon cost CFS is an active member of the Benefits Alliance Group Canada s leading national association of independent benefits advisors www benefitsalliance ca Back To Top Bios Tony Conte CLU President As

    Original URL path: http://www.cfservices.ca/aboutus.aspx (2016-04-26)
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  • Employee Benefits Solutions
    areas Design of program traditional association multi employer flexible and international Market surveys Financial analysis Underwriting and funding aspects refund non refund Administrative Services Only etc Contractual and legislative including policy and booklet reviews Ongoing plan review to meet ever changing population needs Annual renewal analysis with interim quarterly experience reports Implementation of new program and plan design changes Employee communication including flexible programs For more information on our Group Benefits Consulting services please contact Tony Conte Back To Top Group Benefits Administration Allowing your organization to focus on its core business you can rely on our experienced professionals to undertake all of the required and important administrative functions as they relate to your employee group benefits program Acting on behalf of our clients with traditional association multi employer flexible and international business travel expatriate and inpatriate programs we ensure the efficient and accurate management of Specific member transactions Electronic transfer of member eligibility and coverage data to carriers Monthly premium billing Complete record keeping including original forms Health Care Spending Accounts HCSAs and Medical Reimbursement Plans MRPs Employee communication Life and disability claims In addition to the above we assist our clients with some of their legislated responsibilities such

    Original URL path: http://www.cfservices.ca/employeebenefits.aspx (2016-04-26)
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  • Retirement Solutions
    Deferred Profit Sharing Plans and Group RRSPs in the following specific areas Plan design Plan reviews Market surveys Plan implementation Capital Accumulation Plan CAP Guidelines compliance and governance Written communication strategies We are also capable of conducting employee focus groups and educational seminars Our range of services also include those directed to plan members such as Individual meetings Retirement income quotes Annuities Registered Retirement Income Funds RRIFs Life Income Funds

    Original URL path: http://www.cfservices.ca/retirementsolutions.aspx (2016-04-26)
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  • CFS International travel and expatriate insurance program
    addresses the obvious business goals listed previously it provides for the easiest available administration Straightforward request for quote process with minimum information required No individual medical evidence requirements Only 1 employer administration form to be completed at the onset Only 1 notice of employee travel form to be completed for each travel expatriate posting Only 1 employer point of contact Pay as you go daily or monthly basis No advance deposit No annual reconciliation The CFS International Travel and Expatriate Insurance Program distinguishes between two main member groupings the international traveler and the expatriate Notwithstanding the program is also able to respond to the needs of other defined members such as independent consultants students visitors from overseas inpatriates etc Back To Top International Travel The international traveler is defined as traveling for a short period of time up to 60 days Available coverage single or family to the international traveler is as follows Accidental Death Dismemberment war risk included Emergency Medical and Medical Evacuation war risk included Back To Top Expatriate The expatriate is defined as living abroad for a period of 60 days or more Available coverage single or family to the expatriate member is as follows Basic Life

    Original URL path: http://www.cfservices.ca/international.aspx (2016-04-26)
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  • ABOUT CFS
    research A central part of the CFS philosophy is to build long term mutually beneficial business relationships with all of our clients and partners supported by professional respect integrity honesty and dedication We make it top priority to understand our clients and our partners and their needs through active listening and dialogue We strive to provide our clients with the soundest advice reinforced by our belief in and practice of ongoing research and education in order to stay up to date with the latest in industry products legalities methods and trends We deliver value by providing highest quality research and advice at an affordable and mutually agreed upon cost CFS is an active member of the Benefits Alliance Group Canada s leading national association of independent benefits advisors www benefitsalliance ca Back To Top Bios Tony Conte CLU President Tony has over 25 years of experience in all areas of employee group benefits special risk and retirement planning His work experience consists of 15 years at the London Life Insurance Company where he became Manager of Employee Benefits and Pension Programs for the Eastern Ontario and Western Quebec regions and 10 years at Aon Consulting Inc a major international Human Capital Resource consulting firm where he was a Senior Consultant in the Health and Benefits practice Tony s professional industry affiliations are the Canadian Pensions and Benefits Institute C P B I and the Canadian Association of Insurance and Financial Advisors C A I F A As the President Tony s primary role at CFS is to ensure clients overall complete satisfaction Responsibilities and management of major marketing initiatives also rest with Tony Back To Top Josée Veitch Principal Josée has over 10 years of experience in office management and administration of employee group benefits Her work experience was obtained

    Original URL path: http://www.cfservices.ca/hrsolutions.aspx (2016-04-26)
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  • CFS International travel and expatriate insurance program
    addresses the obvious business goals listed previously it provides for the easiest available administration Straightforward request for quote process with minimum information required No individual medical evidence requirements Only 1 employer administration form to be completed at the onset Only 1 notice of employee travel form to be completed for each travel expatriate posting Only 1 employer point of contact Pay as you go daily or monthly basis No advance deposit No annual reconciliation The CFS International Travel and Expatriate Insurance Program distinguishes between two main member groupings the international traveler and the expatriate Notwithstanding the program is also able to respond to the needs of other defined members such as independent consultants students visitors from overseas inpatriates etc Back To Top International Travel The international traveler is defined as traveling for a short period of time up to 60 days Available coverage single or family to the international traveler is as follows Accidental Death Dismemberment war risk included Emergency Medical and Medical Evacuation war risk included Back To Top Expatriate The expatriate is defined as living abroad for a period of 60 days or more Available coverage single or family to the expatriate member is as follows Basic Life

    Original URL path: http://www.cfservices.ca/International.aspx (2016-04-26)
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