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.
