Pension Plan Consulting

PLAN DESIGN

Discussion and analysis of needs and desires; creation of appropriate plan formats.

ADMINISTRATION

Full administrative, actuarial and documentation services to complement your Defined Benefit, Defined Contribution, group RRSP, and profit-sharing plans.

INVESTMENT POLICY

Review and discussion of guidelines for employee\employer contributions and investment strategies.

EXECUTIVE PLANS

Tailored to suit the needs of one executive or several key members

SAVINGS PLANS

Individually designed personal savings plans including RRSP, RESP and non-registered accounts through an authorized monthly deduction.

FLEX PLANS

No-fee plans, fully tax-deductible fees, spousal RRSP accounts.

EDUCATION SEMINARS

Series of interactive seminars designed to help the employees chart their course to financial security.