GROUP RETIREMENT PLAN SERVICES FOR EMPLOYERS AND EMPLOYEES
- Tailored Employee Education and Advice: An engaged workforce is essential for plan success. I offer bespoke employee education programs to help your employees understand the importance of retirement savings and make informed decisions about their financial future. My team will work one on one with your employees to provide advice specific to their situation.
- Governance Support: I understand the critical importance of acting in the best interests of plan sponsors. I am committed to working with you to ensure that your plan adheres to regulations such as the Capital Accumulation Plan Guidelines.
- Plan Design and Review: In partnership with you, develop a retirement plan to align with your company's specific needs, budget, and employee demographics. I offer support for defined contribution pensions, group RRSPs, DPSP/RRSPs, Group TFSAs, and more.
- Service Provider Selection: Leveraging my extensive network and in-depth market knowledge, I'll guide you in selecting the insurance carrier that best aligns with your plan objectives and offers the most competitive services, investments and fees.
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Schedule a complimentary consultation to discuss your group retirement plan needs.