Serving Entrepreneurs & Families Since 1967
First York is a leading insurance, succession, and estate planning advisor to family, private, and publicly owned businesses across Canada
First York is a Toronto-based insurance and estate planning company.
Our typical client is a successful entrepreneur, high net worth business owner or family who recognize the necessity of making plans for the disposition of assets on retirement or death.
First York provides personalized strategic planning for complex issues: taxation, business transition, retirement funding and estate planning.
First York helps its clients be proactive — creating a thoughtful strategy to defend and pass on what they have built over their lifetime.
First York has two partners and nine staff, each with multiple years of professional service. The company provides a full range of services including estate and business succession planning, employee and executive benefits advice, funding of shareholder agreements and creditor protection strategies.
Ted Polci and Ted Warburton, the partners in First York, have established relationships with some of Canada's leading entrepreneurs and business owners, who rely on them for vital wealth preservation advice. They have worked with most major legal and accounting firms in Toronto and other major Canadian cities. In all likelihood they are already well known to your legal and financial advisors.
We believe that as professional, experienced and objective insurance advisors we can have profound impact on the transfer of businesses and estates. In order to accomplish these objectives for our clients:
• We focus on relationships, not on transactions;
• We work as part of the advisor team;
• We use well designed products from superior, financial institutions;
• We work with the best minds and resources in the industry to create outstanding, unique, cost and tax effective solutions.
We are very proud of our long history of serving Canadian businesses and families and continue to work hard to earn the trust and confidence of our clients and their advisors.