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Group Retirement Plans

The key to a happy and succesful retirement is planning.

In Canada, retirement income comes primarily from three sources: Canada or Quebec Pension Plan, Old Age Security and private retirement savings. Just how much will your employees need in private retirement savings to retire comfortably? Coordinating a company Retirement Plan is an excellent way to support your employees’ success and wellbeing now, and into their retirement.

Every day we help companies like yours address challenges such as:


  • Performance Benchmarking: Are the investments offered to employees performing well? Relative to what?

  • Fee uncertainty: Are administrative and investment management fee’s competitive? Fees vary between insurance providers.

  • Compliance: Obligations of a retirement plan sponsor (Capital Accumulation Plan Guidelines).

  • Member Communication: Providing easy to understand information and tools to help employees understand their investments and the retirement process.

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