As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.

We are available at any time to assist with any administrative issues that may arise once your plan is in place.

Our employee benefit planning services include:

  • Providing an evaluation of your current company benefit plan, where applicable
  • Understanding your individual wants and needs
  • Industry evaluations and conducting market surveys to ensure your plan is competitive
  • Drafting an employee announcement letter explaining benefits
  • Conducting employee meetings to review the benefit plan
  • Providing an employee booklet explaining all benefits
  • Completing an annual review of your plan usage and performance
  • In-house staff assistance with claims or administration
  • Co-ordination of Group RRSP and group pension plans