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Group Retirement

Senior Book Club

We will help you market your program to ensure competitive pricing and top tier service; focus on compliance with Capital Accumulation Plan (CAP) guidelines; and work with you to ensure your company retirement plan meets the demands of your corporate culture.

Company Sponsored Retirement Plans Are Designed To Provide:

A corporate competitive advantage

Cost and Tax Effective Benefits

Employee Recruiting and Retention

Our Areas of Expertise Include

Defined Benefit/Defined Contribution Pension Programs
Group Tax Free Savings Plans (GTFSA)
Group Registered Retirement
Savings Plans (GRRSP)
Retirement Education
Deferred Profit-Sharing Programs
(GDPSP)
Canadian Accumulation Plan Guidelines & Adherence
Pension Plan Wind-ups
Legislation and Compliance
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