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.