A significant portion of business owners’ wealth is in the value of their company, and realization of the value of this asset requires time and planning. Lloyd Sadd partners with a leading financial advisory firm with full-service offices in Edmonton, Toronto, and Vancouver to deliver a suite of services for successful private business owners with sophisticated insurance, financial, and estate planning needs.
"Thompson Bros. has worked with the team at Lloyd Sadd for over 30 years – a relationship fostered by trust, expertise and a shared vision for growth. To us they are not only insurance brokers or surety providers; they are construction risk management professionals that are truly interested in our business and always strive to get a better understanding of what it is that we do."
- Paul Sturt, CFO, Thompson Bros. Group