Customized Group Retirement Plans
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)
