Quietly successful, one generation at a time.
Advocating for entrepreneurs since 1977.
Headquartered in Toronto, The Firstbrook Insurance Group has been providing tailored insurance solutions for family-owned businesses and entrepreneurs across Canada for over 40 years. Firstbrook brings a traditional approach with a contemporary lens centred around our core values of trust and confidentiality. Our multigenerational team works with entrepreneurs across their business’ various needs, including the transition to the next generation.
What We Do
Our philosophy is to listen first so that we can better understand each client’s business and backstory because no two are alike. In addition, the goals and objectives can often be challenging to untangle, particularly if there is a family ownership structure.
Our approach involves working with each client’s current advisors, as they typically have built the trust necessary to provide the best ideas to owners and shareholders. When appropriate, specialists are available to add value across tax, law or medical. We think of ourselves as members of a very important team, we do not operate in silos. The best approach, we have found, is to operate as pillars of a support team.
Family-owned businesses
We specialize in assisting with the transition of family-owned businesses to the next generation. This is achieved by ensuring there is liquidity available for taxes, buyouts and equalizations.
Start-ups
From the first pre-seed cheque to exit, insurance provides peace of mind across major company changes including the loss of a key person, funding buy-sell agreements, and more.
Individuals
Personal life insurance ensures that your family can maintain their lifestyle in the instance that you are no longer here and provides liquidity for tax considerations on private estates.
“Life is what happens when you’re busy making other plans”
– John Lennon
Get in Touch
We’d love to hear from you.