455 Avenue Road, Suite 100, Toronto, Ontario, M4V 2J2

Tel: (416) 966-9675 Fax: (416) 966-9677

Ted Polci, CLU, TEP

Partner, First York

Ted Polci

An experienced business manager, estate planner and insurance advisor, Ted Polci manages First York with Ted Warburton.

A career-long commitment to succession planning and the insurance industry give Ted Polci the experience and credentials vital to advise some of Canada's most successful family business owners.

Ted has served as chair of Advocis Canada – the 15,000-member professional association of insurance and financial advisors. He is a charter member of the Conference for Advanced Life Underwriting and is currently on the Executive Committee of the Society of Trust and Estate Practitioners (STEP), Toronto Branch.

Ted has spoken to the Canadian Bar Association, CICA (Continuing Education), Canadian Tax Foundation, Conference for Advanced Life Underwriting (CALU), to many insurance industry educational sessions. Currently, he is a contributing author on “Insurance” for the “Advising the Family-Owned Business” publication by Canada Law Book.

Often, planning starts with the question “Why am I doing this and who do I want to benefit from it?”

Typically, clients are people who have reached a stage of their lives where they are focused on structuring their succession plan to minimize the risks and tax costs of business transition.  Some want to retire without damaging the business and may need a plan to keep key people in place to run the business until the next generation is ready to take the reins of the family business.

I am very proud of the role we play in helping our clients achieve outstanding results. There is a good reason why 90 per cent of our business is referred to us by other professional advisors and clients.  I would be pleased to hear from you if we can be of assistance.

Resource Articles by Ted Polci

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