Green Mountain Financial Services Inc. · Professional partners
Help your business clients make clearer benefits decisions
A practical resource for accountants, bookkeepers and payroll professionals whose clients ask about employee benefits, group retirement plans or the cost of keeping a team.
A specialist to call when benefits questions come up
You help clients understand their numbers and keep their businesses running. When a question calls for a closer look at employee benefits or protection, GMFSI can help them explore their options while you remain their accounting or payroll contact.
Starting a benefits plan
Discuss an employer’s budget, team size and coverage priorities before comparing suitable plan designs.
Facing a renewal increase
Review what changed, consider plan adjustments and assess whether a market comparison makes sense.
Considering group retirement
Explore a Group RRSP and employer contributions alongside payroll administration and employee communication.
When might an introduction help?
A client may mention one of these during routine work together:
- “We’d like to offer benefits, but don’t know where to start.”
- “Our renewal went up. What can we change?”
- “We’re hiring and need a better benefits package.”
- “Could an HCSA work for our team?”
- “How would an employer match on a Group RRSP work?”
A simple first step
Introduce us by email, or invite your client to book a 15-minute conversation. We’ll clarify the question, identify what information is needed and agree on any useful next step. There is no obligation to request a quote or change a plan.
How we can work together
The introduction should feel straightforward for you and for your client.
Start with a 15-minute introduction
Tell me about the types of clients you serve and the questions you hear most often.
Connect us when relevant
With the client’s permission, make a brief introduction and let the client describe their goals and timeline.
Coordinate when needed
With the client’s consent, we can discuss payroll, tax or plan administration questions that require your input.
Meet Madhu Shukla
Madhu Shukla, CFP®, EPC, is the founder of Green Mountain Financial Services Inc. She has more than 20 years of experience in insurance and investments, including approximately 14 years working with employee group benefits.
GMFSI helps Ontario employers assess group benefits, insurance and retirement planning decisions through virtual meetings.
What to expect
Clear explanations, a practical review of the client’s situation and respectful coordination with the professionals the client already trusts.
Let’s meet for 15 minutes
If you work with business owners who ask about employee benefits or group retirement plans, let’s talk about when an introduction could be useful.
info@gmfsi.ca · Hamilton, Ontario