First York Insurance

First York is a leading insurance, estate, and business succession planning advisor to family, private, and publicly owned businesses across Canada. Since 1967, we have been providing strategic advice to successful entrepreneurs and high net worth families, helping them manage their financial security and business continuity. Our team, led by Ted Polci and Ted Warburton, consists of twelve experienced associates and staff, who have established strong relationships with some of Canada's leading entrepreneurs and family business owners, as well as with major legal and accounting firms in Toronto and other major Canadian cities.

Our Services

At First York, we focus on building long-term relationships with our clients, not just on transactions. We work closely with our clients' advisor teams to find and recommend well-designed, sustainable products from superior financial institutions. Our services include:

• Insurance planning: We offer a range of insurance products that are designed for the long-term, including life, disability, critical illness, and key person insurance. Our insurance structures are customized to meet our clients' unique needs and goals, while providing cost and tax effectiveness.
• Estate planning: We work with our clients to develop comprehensive estate plans that protect and preserve their wealth for future generations. Our estate planning services include will and trust planning, business succession planning, and tax planning.
• Business succession planning: We specialize in helping our clients plan for the successful transition of their business to the next generation. Our business succession planning services include equity planning, shareholder agreements, and tax planning.

Our Approach

At First York, we believe that professional, experienced, and objective insurance advisors can have a profound impact on the transfer of a business or an estate to the next generation. Our focus is on finding and recommending well-designed, sustainable products from superior financial institutions. We are committed to working with the best minds and resources in the industry to create outstanding, unique, cost and tax-effective solutions for our clients.

We understand that insurance structures and products are designed for the long term, but sometimes circumstances change. If you would like a review of your insurance requirements and product portfolio, we would be pleased to assist. We are frequently asked to assist in planning around such concerns as insurance trusts, creditor proofing, probate and capital gains tax, marital contracts, equity amongst family, charitable giving, and shareholder agreements.

Our Partners

First York has a 30-year-plus track record as a firm, and our partners have a combined total of more than 100 years of real-life business experience. We recognize the need to build our own plan to provide continuity of service and advice to our valued clients. We would be happy to share our personal experience as well as the wisdom gained from our many years working with first, second, third, and fourth-generation families with every imaginable problem, business, and life goal.

Our Team

Our team includes experienced associates and staff who are committed to providing our clients with the highest level of service and expertise. We believe that our team's diverse backgrounds, experiences, and perspectives enable us to provide innovative and effective solutions for our clients.

Contact Us

If you would like to learn more about how First York can help you with your insurance, estate, and business succession planning needs, please contact us. We would be happy to answer any questions you may have and to schedule a consultation.