Case Study

Pic 'n' Del, Online Grocery Store
A study in Risk Management

Pic 'n' Del was started in 1999 as an online grocery store serving the Saskatoon and surrounding area market. Pic 'n' Del has expanded across Canada and is now selling into the United States.

Project Profile
Since 1999, we have been involved in developing and monitoring Pic 'n' Del's Risk Management Portfolio. When John Courtney, Mike Leier and Barclay Schlosser first started their business they saw a need for a buy/sell agreement and funding for that agreement. They needed life and income protection to safeguard against the risk of one partner passing away or becoming disabled. In 2000 after a period of considerable growth, it was once again necessary to revisit the amount of appropriate coverage.

As their financial advisors, we completed a comprehensive analysis of coverage available in the marketplace and brought them the most cost effective way to manage and control these risks. We looked after the complex details and ensured the information presented was easy to understand. We implemented the program with minimal disturbance so that they could focus on growing their business.

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