Advice built around the decisions facing your business.
Private Lane Advisory works with owner-managed, privately held and multi-partner businesses. We help owners and leadership teams navigate employee benefits, retirement and insurance decisions, with advice that reflects their business and support that continues as needs change.
Different businesses. Connected decisions.
A renewal, ownership change or growing workforce can affect more than one part of the business. PLA considers how benefits, retirement and insurance decisions connect, rather than treating each as a separate transaction.
See Owner-Managed Businesses & PartnershipsOwner-managed businesses
Owners balancing benefits costs, employee questions and business priorities need advice that accounts for those competing responsibilities.
Privately held companies
Plan structure, retirement programs and executive protection can involve decisions for both the business and its owners.
Partnerships and multi-owner firms
Shareholder obligations, partner protection and employee programs may need to be considered together while keeping their purposes distinct.
Professional and operating businesses
Across sectors, changing workforce needs, administration and plan decisions can create a reason for structured review and ongoing support.
Start with the decision facing your business.
You do not need to know which service you need before starting. Explore the situation that sounds familiar, or begin a conversation if you are unsure where to go.
Your benefits renewal is coming up.
Understand what changed, what may be driving the renewal and which tradeoffs deserve consideration before deciding.
Review My RenewalYou are questioning how your benefits plan is working.
Look at plan structure, coverage, cost, administration and employee support beyond the renewal date.
Explore Group Employee BenefitsYour workforce or business priorities have changed.
New roles, workforce needs or operational changes may call for a fresh look at current programs.
Explore ServicesA partner or shareholder change needs attention.
Review how changing ownership may affect shareholder obligations, funding and business continuity.
Explore Buy-Sell & Key-Person InsuranceYou are reviewing your group retirement plan.
Consider sponsor objectives, matching, fees, investment arrangements and employee understanding.
Explore Group Retirement SavingsEmployees have questions about their benefits.
Onboarding, plan changes and recurring questions can create a need for clearer explanation.
Explore Employee Education
Different responsibilities. Different questions.
The same business can involve decision-makers with different responsibilities. PLA considers the people involved as well as the program being reviewed.
Owner or managing partner
Balancing benefits costs, employee needs and business priorities while keeping ownership and executive protection in view.
Partner or shareholder
Understanding shareholder obligations, existing insurance funding and what changes when ownership evolves.
Payroll, office or HR administrator
Managing enrollment, plan changes and employee questions without becoming the default source for every benefits answer.
CPA, tax or other professional advisor
Coordinating insurance and benefits decisions with legal, tax and financial considerations while keeping professional responsibilities clear.
Areas of focus, without limiting who we help.
PLA works across sectors where active advisory is useful. CPA and accounting firms, and energy and oilfield businesses, are two areas of focus.
CPA & Accounting Firms
Partner structures can bring benefits, retirement, ownership funding and executive protection into the same business conversation.
Energy & Oilfield
Workforce structure, plan administration, employee communication and renewal decisions are relevant considerations in this sector.
These are areas of focus, not exclusive requirements. PLA also supports businesses in other sectors where its advisory approach fits the needs of the organization.
Company size is context, not the deciding factor.
Employee count can affect plan structure, administration and available options, but it does not define whether the advisory relationship is a good fit. PLA considers ownership structure, workforce, existing programs and business priorities before determining what deserves attention.
Focused on Alberta. Supporting businesses across Canada.
PLA is focused on Alberta, with Edmonton and Calgary as important markets. The firm also supports businesses across Canada through appropriate licensing and service arrangements where needed.
Find the advice that fits the decision.
The goal is not to use every service. It is to understand which decisions matter, how they connect and where the right advice can help.
Group Employee Benefits
Active plan review, renewal decisions and employee support.
Explore Group Employee BenefitsGroup Retirement Savings
Plan structure, sponsor decisions and employee understanding.
Explore Group Retirement SavingsEmployee Education
Onboarding, plan updates and practical employee guidance.
Explore Employee EducationBuy-Sell & Key-Person Insurance
Ownership funding and business continuity considerations.
Explore Buy-Sell & Key-Person InsuranceExecutive & Individual Insurance
Protection needs beyond the group plan for owners and executives.
Explore Executive & Individual Insurance
Start with a conversation about what matters now.
Tell PLA what you want to understand about your benefits plan or related business priorities. PLA will follow up by email with appointment-date options for a discovery conversation.
What happens next
01Send your request
02PLA follows up by email
03Receive appointment options
04Discovery conversation
Existing client? Contact PLA directly or use your regular review process.