Our Services
Group Retirement Savings
Financial security shouldn’t be complicated. Our Group RRSP/TFSA solutions help both employees and business owners build long-term stability with clarity and confidence. In Canada, 73% of employees say their top savings priority is day-to-day financial freedom - yet only 42% feel very confident in their employer-sponsored savings plan. We design sustainable, easy-to-manage retirement programs that fit your organization’s values and budget - empowering your team to invest in their future while you invest in your people. With Certified Financial Planner expertise behind every plan, we make saving for tomorrow feel achievable.
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Group RRSP/
Spousal RRSP/
TFSA
A simple retirement plan that helps employees save consistently, with tax advantages & flexible employer contribution options.
Deferred Profit Sharing Plan (DPSP)
A tax-efficient way for employers to share profits or contributions with employees, no payroll deductions required.
Employer Match Design
Customized matching structures that balance affordability for the business with meaningful incentives for employees.
Low-Fee Investment Lineup
Access to institutional-level investment options designed to keep costs down and long-term growth on track.
Target-Date & Managed Portfolios
Simple, professional investment choices that adjust risk over time so employees don’t have to manage the details.
Payroll Integration
Clean, reliable setup that syncs contributions smoothly with existing payroll systems.
Employee Education & Onboarding
Clear, supportive guidance to help employees understand the plan, make smart choices, and feel confident about their future.
Plan Review & Reporting
Annual check-ins to review participation, fees, performance, and opportunities to keep the plan modern and competitive.
Transition Support from Existing Providers
A seamless, low-stress process for moving from outdated or expensive plans to a structure that serves your team better.