RETIREMENT PROGRAMS

GROUP RETIREMENT PROGRAMS

Specializing in Retirement Plans for Employer Sponsored Programs such as:

  • Registered Retirement Savings Plans (RRSP)
  • Registered Pension Plans (RPP)
  • Deferred Profit Sharing Plans (DPSP)
  • Tax Free Savings Plans (TFSA)
  • Non-Registered Savings Plans
  • Individual/Personal Pension Plans for Business Owners (I/PPP)

How we support the Plan Sponsor:

  • Analysis of current program (if existing) or develop customized plan design
  • Independent Marketing of fees and services of top service providers
  • Benchmark your program to your Industry Sector
  • Help to manage your fiduciary risk
  • Provide relevant regulatory updates
  • Regular reviews of plan, investments, fees and member communication

How we support the Plan Member:

  • Individual Investment Advice; Retirement Planning; Financial Planning
  • Customized group in-house education sessions (including webinars) and recording of sessions for future viewing
  • All communications are provided in a method to best reach members (ie. face-to-face, email, payroll stuffer, mail, recorded webinar, live webinar, phone)