Service

We provide expertise in coordinating pension plans for business owners and incorporated professionals.  We take care of all of the details so you can remain focused on your business.

We are proud to offer an extensive service offering to ensure that your plan operates flawlessly from beginning to end.  We work efficiently with your other professionals to:

  • Determine the best plan structure for you and your company
  • Collaborate with your accountant to ensure the best retirement strategy
  • Coordinate all tax & regulatory documentation
  • Develop investment policy for pension plan with your investment counsellor
  • Provide regular reporting of pension assets
  • Annual pension maintenance package
  • Face-to-face reviews at a frequency that suits your needs
  • On demand telephone and email support for you, your staff and professional advisors
  • Clear and open communication

ADDITIONAL BENEFITS

  • No set-up fees
  • All expenses are fully transparent
  • Investment management fees & admin fees are tax-deductible
  • Full service financial planning and support
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