Financial security at retirement is the goal and end product of the working career. Financial security is itself the best tool for employee wellness, satisfaction and retention. We make the employer sponsored retirement plan work to the best advantage of the employer plan sponsor and each plan member. Our offerings include:

Photo by jerry2313/iStock / Getty Images
  • Group Registered Retirement
    Savings Plans (RRSPs)

  • Group Defined Contribution and Defined Benefit Pension Plans (DCPs/DBPPs)

  • Group Deferred Profit Sharing Plans (DPSPs)

  • Group Tax-Free Savings Accounts (TFSAs)

  • Individual Pension Plans (IPPs)

  • Supplemental Executive
    Retirement Plans (SERPs)

  • Financial Reporting & Monitoring

  • Independent Investment Research & Management

  • Employee Education, Communication & Support

  • Mergers & Acquisitions

  • Benchmarking

  • Day to Day Support