We’re here to help
We’re experienced in conducting detailed reviews of a wide range of pension and retirement savings plan arrangements. We’ll provide insight and expertise to help you meet your business, financial, and human resource objectives.
We work to:
- Maximize the value your organization and your employees get from your group retirement plan
- Manage and mitigate corporate risk associated with the fiduciary role you play as the sponsor of a group retirement plan.
We specialize in:
- Group retirement consulting and advisory services
- Third party administration
- Relationship management and client support, as it relates to record keepers, investment managers, and other third-party service suppliers
- Governance modeling and oversight
- Best-in-class service supported by our Concierge Service ProgramChange management stewardship
We help model, deliver, and provide stewardship for your employee communication needs
Introducing My Financial Resource Centre
My Financial Resource Centre is a key element of our financial well-being program. The site provides plan members with tools and information to help them build an action plan to help them reach their financial goals.
Our organization is made a team of specialists that serve clients across the country. One of our differentiators is our complete autonomy. We don’t represent any single bank, trust company, life insurance company, or investment firm which gives us the freedom to survey the marketplace to determine which products best suit the unique needs of each of our clients.
Contact us for all of your group retirement plan needs including pension, RRSPs, profit sharing, TFSAs, and more.
Connect with us at firstname.lastname@example.org, or call us a 1-800-753-0110.