First York is a leading insurance, estate, and succession planning advisor to family, private, and publicly owned businesses across Canada, advising successful entrepreneurs and high net worth families. Ted Polci and Ted Warburton lead a team of twelve including associates and staff.
They have established relationships with some of Canada's leading entrepreneurs and family business owners, as well as having worked with most major legal and accounting firms in Toronto and other major Canadian cities.We believe professional, experienced and objective insurance advisors can have a profound impact on the transfer of a business - or an estate - to the next generation.
They have established relationships with some of Canada's leading entrepreneurs and family business owners, as well as having worked with most major legal and accounting firms in Toronto and other major Canadian cities.We believe professional, experienced and objective insurance advisors can have a profound impact on the transfer of a business - or an estate - to the next generation.
Services
An experienced estate planner and insurance advisor, Ted manages First York as partner with Ted Polci. In this complex area of insurance and estate planning, experience and credentials are vitally important. Ted Warburton has provided that experience to some of Canada's most successful business owners and families.
Sean Warburton is a specialist in Life Insurance and Living Benefits. He has eight years previous experience as an entrepreneur and over 20 years in the insurance industry. His initial approach to working with a client begins with listening. Protecting what is most important becomes the guide to developing an overall strategy that meets the client's vital needs and wishes.
Welcome to First York's Resource Library of articles, news and resources, which is made available for selected colleagues in the advisory professions. We appreciate the assistance and cooperation of our contributors, including CALU (Conference for Advanced Life Underwriting), ADVOCIS (Financial Advisors Association of Canada), and Manulife Financial.
Sean Warburton is a specialist in Life Insurance and Living Benefits. He has eight years previous experience as an entrepreneur and over 20 years in the insurance industry. His initial approach to working with a client begins with listening. Protecting what is most important becomes the guide to developing an overall strategy that meets the client's vital needs and wishes.
Doug works with employers and associations to help them ensure that their group benefit and retirement plan designs and funding methodologies accurately reflect their corporate philosophy and goals. For over 20 years he has been providing disability claim management services to employers and patient advocacy services for plan members.
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