455 Avenue Road, Suite 100, Toronto, Ontario, M4V 2J2
Tel: (416) 966-9675 Fax: (416) 966-9677
First York is a leading insurance, estate, and succession planning advisor to family, private, and publicly owned businesses across Canada, advising successful entrepreneurs and high net worth families.
Ted Polci and Ted Warburton lead a team of twelve including associates and staff. They have established relationships with some of Canada's leading entrepreneurs and family business owners, as well as having worked with most major legal and accounting firms in Toronto and other major Canadian cities.
We believe professional, experienced and objective insurance advisors can have a profound impact on the transfer of a business – or an estate - to the next generation.
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. We welcome your enquiry.
While First York has a 30-year-plus track record as a firm, the partners have a combined total of more than 100 years of real-life business experience, providing strategic advice solidly based on the accumulated knowledge of a lifetime, not on theory.
As much as we preach sound business succession planning to our clients, we have recognized 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.