We offer careful analysis of pension and retirement vehicles as our Group Retirement consulting team applies their knowledgeable experience of the financial services industry, including the following areas:
We discuss and analyze key factors that may affect your corporate retirement program.
At least once each year, we coordinate, develop, and deliver seminars for your employees.
We monitor your program so it continues to work optimally for you with respect to:
Reviewing Your Program We will tender your Group Retirement program to several providers to ensure that your arrangement is the best in the industry. A complete analysis of competitive quotes will be presented by potential providers.
This information is intended to general educative reference only. This group material is not a specific piece of advice for any one situation as every solution is different.
157 Rutland Road, S., 2nd Floor
Kelowna BC V1X 2Z3
Phone: (250) 765-7319, Phone: (250) 765-3113,
Fax: (250) 765-7311
Toll Free: (800) 899-7319
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