Group Retirement Savings
Whether you are looking to set up a new plan for the first time, or have your existing plan evaluated, we are here to find the right fit for you.
Products
Financial security is more important than ever, and the digitization of the Group Retirement & Savings space as made these offerings more accessible and customizable than ever before.
Our products offered include:
· Group RRSPs (mandatory and/or voluntary)
· Deferred-Profit Sharing Plans (DPSPs)
· Group TFSAs
· Group RESPs
· Individual Pension Plans (IPPs)
A group retirement program can be set up in a variety of ways to fit both company and employee financial objectives.
Services
Our coast-to-coast Group Retirement team can help your company build a best-in-class group retirement plan with matching incentives.
Our Services include:
· Industry benchmarking and plan design consulting.
· Implementation and ongoing servicing.
· Member communications and engagement analysis.
· Regular fee analysis and market surveys.
Service Partners
