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Employee Savings Plans

 

Looking for a cost-effective and robust employee group savings plan for your business?

We work with companies from every industry in providing investment excellence. We can tailor a plan to suit any business at any size. The most common complaint with a standard sponsored group plan is the lack of flexible investment options, unresponsive employee customer service and lacklustre HR support.

 

Our team has been working with business owners in the capacity of comprehensive financial advisory (debt, sub-debt, cash management, retained earnings, shareholder benefits and key-person insurance) for over 20 years. Along with employee insurance benefits and flexible health spending accounts, employee savings plans provide a strong value proposition when attracting and maintaining top talent.

 

We provide superior options

 

Self-directed, professionally-managed and fully-portable: RRSPs, Pension Plans  and TFSAs.

Our plans encompass the ability to invest without the limitations of sponsored-plans. Our clients' plans are fully open to any investment option available. Plans can accommodate mutual funds, exchange-traded funds, as well as individual stock and bond purchases.

Step 1: Determine Plan contribution and company matching amounts.

Step 2: We will prepare a and present a Plan Summary to employees (with ongoing education). 

Step 3: Meet with employees, one-on-one, to set up their accounts and chose their personalized investment mix.

Step 4: Receive the batch file and funding transfer (from payroll) - ongoing.

Step 5: Invest funds according to the account instructions - online access provided.

Step 6: Dedicated, ongoing personal support for all employees' financial needs.

Personalized commitment to your business.

Our professional advisory team provides personal, one-on-one service when setting up the account, making investment choices and for ongoing financial advice. We provide personal advice on all facets of wealth management including retirement planning, education planning, tax & estate planning, insurance, banking and mortgages. A truly exemplary and rare partnership with your business - providing exemplary service while putting you and your employees in control. 

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