Discussion and analysis of needs and desires; creation of appropriate plan formats.
Full administrative, actuarial and documentation services to complement your Defined Benefit, Defined
Contribution, group RRSP, and profit-sharing plans.
Review and discussion of guidelines for employee\employer contributions and investment strategies.
Tailored to suit the needs of one executive or several key members.
Individually designed personal savings plans including RRSP, RESP and non-registered accounts through
an authorized monthly deduction.
No-fee plans, fully tax-deductible fees, spousal RRSP accounts.
Series of interactive seminars designed to help the employees chart their course to financial security.