Mr Ted Polci
TEP CLU

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

455 Avenue Road, Suite 100
Toronto
ON
M4V 2J2
Canada

Email: tedp@fyork.com
Telephone: +1 416 9669675
Website: www.fyork.com
Practice Areas: Estate planning/administration, Insurance, Philanthropy
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Profession:
Estate Planner / Insurance Advisor
Firm:
First York Insurance Agency Ltd.
Branch/Chapter:
STEP Toronto
Committees:
Toronto Branch Committee
Special Interest Groups:
Business Families
Biography:

For over 40 years has worked with high net worth business owners and most major legal and accounting firms in Canada. Insurance advice related to trusts, corporate owned, charitable giving, shareholder agreements and key person coverage. Our strength is the building of custom products and strategies in cooperation with professional advisors to meet unique client circumstances. Our commitment to provide ongoing service is backed by a team of twelve, including second generation business continuity.  Website at www.fyork.com   

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