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Group Retirement Services

 A well designed group retirement plan can improve your organization’s ability to attract and retain talent and give your employees financial confidence.


Our Services Include:

1 |  Plan Design and Consulting

  • Consultation on plan structures including:

       - Group RRSP's

       - Defined Contribution Pension Plans (DCPP)

       - Deferred Profit Sharing Plans (DPSP)

       - Tax Free Savings Accounts ( TFSA)

  • Conduct plan audits of current plan design and current plan carrier

  • Provide input on appropriate plan design

  • Annual plan review of plan design and operation

  • Annual review of administrative services provided to the client

  • Annual review of investment options of the plan

  • Review of the fee structure to ensure that it is appropriate for the plan size and structure

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