Whether it is an insurance need, a retirement savings needs or a mix of both, plans can be custom-made to fit the unique needs of your business and employees. The advantage of a group plan is that it offers a cost-effective access to a full range of benefits.
We’ll help you select the plan best suited to the needs of your organization and your employees and work together with you to implement and manage your plan.
We offer a full range of group products to assist your employees in building their retirement savings each with its own unique set of benefits. Among the options are:
We are a team of seasoned financial advisors with decades of experience in the financial industry ready to help you. Qualified advisors with designations such as CPA, CMA, CFP, CLU, CHS and RRC currently servicing a portfolio of small and medium businesses clients operating in different industries in Canada. We have guided business owners and their employees in obtaining the most efficient deal for the company and the most benefits for their employees.
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