EP 09: Covello Financial (Your Life Covered) with Mike St. Croix

The MBA Way

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How much better would you sleep at night if you knew your life was covered? Today I’m joined by Mike St. Croix at Covello Financial. MBA has personally completely switched to Covello because of the incredible work they’re doing with insurance and benefits.

Covello takes a different approach to finances and insurance because they think like entrepreneurs. They put the client first and they understand this is an investment in yourself and your employees. While every business might say they’ve got the best cost for the best service, Covello truly does. We discuss three hallmark services that set them apart:

• Their unique service model lessens the administrative burden
• They proactively price shop, making sure you’re getting the best deal when the market changes
• They are in constant review of fees to increase compound interest in group retirement and benefit plans

They are out to save you and your employees money because insurance and benefits aren't something you think about until you need it…and they want you to know they’ve got you covered.

What’s Inside:

• Why MBA switched to Covello Financial?
• What value can Covello provide to entrepreneurs?
• Three key service differences that Covello provides.

Today’s Guest:

Michael St. Croix is an entrepreneur with 5 years of business experience in property management, enterprise sales and start-ups. After playing three years of professional hockey under a New York Rangers contract, Michael retired from professional sports in 2015 and attended the Asper School of Business in Winnipeg, Manitoba.
He is now the Chief Operating Officer for Covello Financial Financial Group. They provide Group Benefits, Group Retirement, Estate & Succession Planning, and Financial Planning for Canadian business owners.
Mentioned In This Episode:
Covello Financial Group
MBA CPA