Your Group Benefits and Retirement Plans Partner

At TaxWise Insurance, we understand that group benefits and retirement plans are a significant investment in your workforce that should generate net positive benefit for both employees and your business.  We specialize in crafting and managing high value, affordable group benefit and group retirement plans that help you grow your business. 

Like you, we are a local owner managed business.  You are more than just an account number to us. We are vested in your business's success! 

  We combine our local support with our national partnership with TruStone Financial to bring you innovative plan design and management with national negotiating power on costs. 

Just as your business and workforce evolves, so should your group benefits plan. We are committed to ongoing plan management and review, ensuring your group benefit plans remain effective and adaptable to the ever-evolving needs of your company and employees.

 We partner with you to develop retirement plans that align seamlessly with your company's specific needs, budget, and employee demographics. Our expertise spans defined contribution pensions, group RRSPs, DPSP/RRSPs, and Group TFSAs, ensuring a tailored solution for your organization. 

 We offer bespoke employee education programs to empower your team with the knowledge to make informed decisions about their financial future. Our team provides personalized, one-on-one consultations, tailoring advice to each employee's unique situation. 

TaxWise Insurance Services is committed to providing comprehensive governance support, mitigating risk and ensuring your plan's integrity. We understand the critical importance of adhering to regulations like the Capital Accumulation Plan Guidelines and work diligently to protect your best interests as plan sponsors.