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GROUP RETIREMENT

Our Expertise

How we support the Plan Sponsor

  • Group Registered Retirement Savings Plan (RRSP)

  • Registered Pension Plan (RPP)

  • Group Deferred Profit Sharing Plan (DPSP)

  • Tax Free Savings Account (TFSA)

  • Non-Registered Savings Plans

  • Individual/Personal Pensions Plans for Business Owners (I/PPP)

  • Customized Plan Designs

  • Industry Specific Benchmarking

  • Investment Management Fee Benchmarking

  • Provide Relevant Regulatory Updates

  • Manage your Fiduciary Risk

  • Annual Plan Review and Investment Review

  • Employee Meetings and Webinars

  • Employee one-on-ones

  • Maintain and provide clients with a personalized Capital Accumulation Guidelines Binder (Soft & Hard copy)

How we Support the Plan Member

  • Employee one-on-ones

  • Customized in-house education sessions and webinars

  • Retirement Planning

  • Financial Planning

  • Individual Investment Advice

  • Analysis and benchmarking of investment management fees to ensure optimal value on members investments

  • Best in class fund line up for all investor styles

  • Assistance with organizing a Pension Committee

  • Provide and empower employees with the tools and resources available to them to be successful in retirement.

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