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Cross Border Services

With over 30 years of experience assisting US head quartered companies in conjunction with their US benefit consultants in navigating the Canadian group benefit and group retirement landscape. 

Whether you are starting a new Canadian venture, have an existing subsidiary, or undergoing a merger or acquisition we will provide complete cost transparency while ensuring the programs are scalable and compliant.  Our programs are integrated with Government benefits reducing gaps and overlaps in coverage and maintaining employer fiduciary responsibility.

Our services include:

  • Benchmarking

  • Employee Communications

  • Quarterly claims and Investment  reports

  • Compliance and Legislation overviews

  • Best Practices that adhere to all relevant Legislation

  • Plan design and Renewal consulting

  • Investment fund manager reviews

  • New plan Installations

  • Funding arrangement analysis

  • Administration and Record keeping

  • Current benefit and retirement plan audits

  • Marketing analysis

  • Vendor selection

Get in Touch Today

We welcome all new clients to allow us to help them reach their goals.

Send us a message today and let's get to work on your needs!

Let's Chat
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