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Group Retirement

Scalable Retirement Plans That Grow With You

Offering a robust group retirement plan is more than just a standard benefit—it is a vital investment in your team’s long-term financial security.

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Group Retirement & Savings plans are no longer just a 'nice-to-have' – they're the #1 most valued benefit.

 

A well-crafted group retirement solution not only empowers your employees to build their futures with confidence, but it also helps your organization attract and retain top-tier talent.

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We empower employers to build a secure future for their team while maintaining the scalability needed to grow alongside their business.

Expertly Managed Group Retirement Plans

Retirement Plans That Work For Everyone

Group Savings

  • Registered Retirement Savings Plan (RRSPs)

  • Tax Free Savings Account

       (TFSA)

  • First Home Savings Account

       (FHSA)

  • Deferred Profit Sharing Plan

       (DPSP)

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Flexible, voluntary and simple

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A great, tax-advantaged, flexible option for employees and employers

Pension Plans

  • Defined Contribution

  • Defined Benefit

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Mandatory contribution plans with employer matching

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Great for established companies who want to improve their offerings

I-SEE Program

How We Make Sure You Have The Best Plan Possible​

  • Investigate - We'll review your current state and future options

  • Strategize - We turn our findings into your strategic plan

  • Engage - We’ll build an engagement strategy to drive plan development and implementation

  • Execute - Pull the trigger and get it all done with selected partners

The Win For Your Business

Low Cost For You - Huge Benefit For Your Employees

Effortless CAP Compliance

  • No need to stress about CAP Compliance​

    • Employer requirements are handled through annual assessments + renewals

    • Employee requirements are handled automatically during the enrollment process + ongoing support

Automated & Seamless Payroll Remittance

  • Simple contribution remittance through payroll

  • No need for multiple systems

  • Automatic calculations of contributions

Low Cost - Huge Benefit

  • Low Cost For You​​​

    • Lower overall costs + provide an amazing benefit​

  • Huge Benefit for Employees

    • Access to the best investment funds + support at the lowest fees​

    • Reduce financial stress + improve financial wellness​

The Value For Your Employees

Security + Expertise

Secure Financial Future

  • Employees can build long-term wealth in their retirement savings plans at lower fees with industry leading funds

  • Contribution matching can take employee savings to the next level

  • Simple payroll deductions make saving easy and tax efficient

Flexibility + Choice

  • Employees choose their contribution amount

  • Employees determine their own investment strategy, with options including RRSP, TFSA and FHSA contributions

  • Ability to transfer existing RRSP, TFSA, and FHSA investments

Expert, Unbiased Advice

  • Employees gain free access to a financial coaching team who offer personalized, unbiased advice - empowering yor team to make confident financial decisions

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