Who We Work With

We work with People Like You

Regardless of company size our job is to assist you in building the proper plan structure for you and your employee’s. This will allow us to understand what is important to you and communicate the benefit of a Group Retirement plan to your members. No matter what type of business you are in, we can navigate the best fit and ensure that your members will be equipped with the tools they need to make sound financial decisions.

Examples of who we work with and what we do:

  • Group Plan Employee Size ranging from: 5 – to 2,100 Members
  • Currently manage Group Plans with Corporate Head Quarters in Canada, USA and Europe
  • Group Members located in every Province in Canada and internationally
  • Well versed in all Group Plan Structures: Group Retirement Plan / DPSP / DCRPP / RPP/ TFSA/ Non-Registered
  • Dedicated team that is fluent in English, French & Hindi