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Group Retirement Services

Group Retirement Services

Our services consist of the following:

1 |  Plan Design and Consulting

  • Consultation on plan structures including:

       - Group RRSP's

       - Defined Contribution Pension Plans

       - Deferred Profit Sharing Plans

       - Hybrid Plans

       - Stock Purchase Plans

  • 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


Let's Chat Today

We welcome clients 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!

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