create a comfortable tomorrow
Group Retirement & Planning
For most Canadians, group retirement plans are one of the best tax-sheltering opportunities available. They’re also a great employee recruiting and retention tool from an employer’s perspective.
We provide employers with support in the design, implementation, compliance and regular review of their plans, and assist our clients by making sure that their plans are right for their specific situations and goals.
RRSP, DC RPP, TFSA, DPSP
We can help determine the right plan type and plan design to help retain employees. Payroll deductions, dollar cost averaging and immediate tax savings, along with preferred investment management fees make Group Retirement plans a powerful tool for both employer and employee alike.
CAP Compliance
Advisors, plan providers, plan sponsors and plan members all have important responsibilities under any employer sponsored retirement plan. We will provide the necessary guidance to ensure your plan remains CAP compliant.
Employee Education
A key component of CAP compliance, educating plan members about their roles and the tremendous benefits of your well-designed retirement plan is a cornerstone of our offering.
Plan Audit & Analysis
No charge, no obligation. Let us provide you with a second opinion.