Clients' Edge Employee Benefits


  Contact : 1-888-691-6914

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Why Work with Us

We are interested and care of your concerns. By staying abreast of the rapid changes in the market to provide the best and most customer focused solution. We will work with our clients to ensure we provide solutions that are aligned to the needs of the company, their executives, staff and their families.

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Corporate Solutions

We help companies with health and dental plans; life, accidental and critical Illness plans; health care spending accounts; long and short-term disability plans; and pension plans.

Individual Solutions

We help individuals with health care spending accounts, health plans, life products including critical illness and disability plans.

Health Spending Accounts Experts

We work with individuals or companies to establish a fund that spends healthcare money tax-free (laser eye, dental, massage, nursing for an elderly parent, etc.).

Deliver Value

When it comes to employee benefits and group retirement programs, we are dedicated to help plan sponsors get every bit of return of their programs while maximizing employee value.

Meet our People

Stan Risen, BBA, CPA, CA – President

With his strong educational background, and a broker and client first attitude, Stan's concierge style practice has received many positive testimonials from both brokers, plan sponsors and their employees.

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John Gleeson, BCom, CPA, CA, CFP, CLU, TEP

John’s solid educational background, combined with his strong interest in people and the financial industry, result in balanced, well-founded decisions for his clients and colleagues alike.

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Sam Risen – Account Manager

Sam is a licensed insurance agent that specializes in Health Care Spending accounts and is currently enrolled in the CEBS program.

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Amanda Picallo – Service Manager

Amanda is the office manager and extends her knowledge and customer service skills to Clients' Edge Employee Benefits.

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Some of Our Services

When it comes to employee benefits and group retirement programs, we at CEEB are dedicated to help plan sponsors get every bit of value out of their programs. We are also committed to helping individuals with an array of needs. Below are just a few of our services. Please contact us or read on to learn more. We're excited to help!

Individual Life & Disability
Health Spending Account
Individual & Group Travel
Group Health and Dental
Group Life & Disability
Health Spending Account

For both individual and group solutions, a fund setup to spend healthcare dollars pre-tax (laser eye, dental, massage, nursing for an elderly parent, etc.).  For corporations, it is 100% tax deductible for plan sponsors, and a non-taxable…

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Group Health and Dental

ASO, fully-insuranced and HSA plans with a drug card to pay for dental visits, prescription drugs, eye exams, paramedical and ambulance.

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Testimonials

Here is what some of our clients have said about Clients' Edge Employee Benefits. We'd be happy to introduce you to a client so that you can hear about their experience with us.

  • John and Stan are highly competent service professionals who provide that additional level of customer service to their client’s – our employees appreciate their attention to detail, their goal oriented approach, and their timely response to any concerns.

  • Thanks for going the extra mile. Appreciate it!

  • Just want to let you know how much my family appreciates all you've done for him over the years, not only in managing his finances, but also for the friendship and personal interest you've shown in him. I never cease to be amazed that he agreed to purchase the "disaster" insurance you recommended to him many years ago, and how that is now allowing him to fly back and forth to Boston every two weeks to receive cancer treatment at Dana-Farber Cancer Institute.

  • Thanks for your superior customer service. You’re the best!

  • A colleague of mine attended a session presented by Stan Risen at his grandchild’s school and was intrigued with the concept of a Health Spending Account. This individual is a Director of several companies, as well as a 50 year history in medical field including senior Staff at a major Toronto hospital, and was baffled that he had never heard of an HSA until this presentation. Together with your expertise in this area we met with him, his accountants and the accountants from various companies he works with. During the meeting one of the firms elected to compensate him by opening a Health Spending Account allowing him to fund the qualified tuition for his 2 grandchildren, both who are enrolled in a school for children with learning disabilities. I personally quarterbacked the meeting and not only did I earn a healthy commission but I also have a platform to talk with 7 other directors who personally witnessed the power of a Health Spending Account and are intrigued at how it can help them!”