Futuric Planning Inc 99 York Hill Blvd Thornhill, ON L4J 2P4 CA
Our Team
Morty Stolzman, President
Morty Stolzman has been involved in the financial industry since 1972. He is the founder of Futuric Planning Inc., an insurance brokerage firm providing services to individuals and companies throughout the Greater Toronto Area. 2020 represents over 48 years in the industry, working alongside clients with their lawyers, accountants & other advisors to implement the appropriate strategies to meet their financial goals. From employees of group plans to employers he can plan for all your retirement, health care and insurance needs.
Patti Vigna, Long Term Care Specialist
Patti Vigna has over 30 years experience in the industry, including a wide variety of experience in Financial Planning, Health and Care Benefits, Accounting and Taxation. Patti is recognized in the industry as a specialist for solutions in Long Term Care and Elder Care Planning needs. Her experience is coupled with her dedication to volunteer in her faith community as well as being an advocate for those individuals or families facing physical and mental health challenges, or financial challenges. Together with Patti we are able to offer our clients specialized Long Term Care and Elder Care planning solutions along with assistance with health care expense issues which plays an important part in their retirement income planning.
Steven Kark, Investment and Insurance Specialist
In his fifteen plus years of experience in the financial sector, Steven has obtained a number of financial designations to better serve his clients. These include his Life License, Certified Financial Planner designation, Chartered Life Underwriter, Elder Planning Counselor and Certified Health Insurance Specialist. He is the CEO of Critical Insurance TM & has built a stable, secure company with a focus not just on insurance but on investment and business strategies that utilize insurance.
Penmore Benefits Inc.
Futuric Planning Inc. leverages the expertise and talents of Penmore Benefits Inc.. Penmore Benefits Inc. is an employee benefits consulting firm that specializes in providing benefits plan management. Their objective is maximizing clients return on investment in employee benefits. Their team comprises of industry experts in Domestic and International Corporate Benefit Planning and Group Retirement Planning across multiple industries.
Penmore Benefits Inc. has earned a solid reputation for providing insurance solutions at affordable rates with the highest standards of personalized customer service. By collaborating with Penmore, we are combining two very extraordinary firms with strengths that are highly complementary. Together, we can maximize and leverage economies of scale, as well as our technology and management systems, which in turn will provide our clients with a broader set of services, ensuring the greatest value is achieved from their benefits and retirement program.
Additionally, Penmore Benefits Inc. is a member of The Benefits Alliance Group (www.benefitsalliance.ca), an organization of benefit consultants who provide superior advice to their clients with respect to the design and management of group insurance and group retirement arrangements. Their membership in this Alliance provides Penmore Benefits with unparalleled strength and support.