Employee 
Savings Plans

Cost-effective and robust employee group savings plan for your business

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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 financial service for employees, and poor plan support for HR Managers.

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

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We provide superior options

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

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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.

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​Process

Our process involves Development, Onboarding and Support.

At development, we customize a Savings Plan based on the specific needs and goals of the company. We determine the Savings Plan contribution and company matching amounts, and payroll timing. 

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Onboarding encompasses employee education, where we present all features of the plan and investment options. We meet with each employee to set up their account(s), determine their investor profile and select their personalized investment strategy.

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Support then ensures the setup of investment batch filing and and funding transfers, coordinated with payroll. This is an ongoing process to ensure funds are transmitted, received and allocated without any issue on a set schedule. We also provide online access for accounts along with dedicated, ongoing personal support for all employees' financial needs.​​

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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 superior service while putting you and your employees in control. ​​​​​​​