Overview of Services
For many First Nations organizations, finding the time and making sense of the complicated world of employee benefits packages, pensions and retirement plans can be overwhelming. Perhaps you simply don’t have the time. We don’t expect you to spend time researching plans and comparing your options.
Not only are we acquainted with all of Canada’s major insurance, investment and extended benefits companies, several of our staff have worked for these organizations and have intimate knowledge to find ways of bringing you superior rates and services. We understand the frustrations you may face when your unique needs are not taken into careful consideration.
From budgeting, plan design, integration of benefits and tax compliance, Eagle Bay Financial Services Ltd. will eliminate the confusion and present all of your options in a clear, easy to understand format.
Our services go far beyond the basic scope and focus of other advisor agencies. Let Eagle Bay Financial Services help you make the right choice for your business!
Eagle Bay Financial Services Ltd. offers following services to you with the best benefits available in today’s market:
Group Benefits Solutions
- Comprehensive top-down analysis of existing plan
- Plan design & renewal analysis
- Comprehensive plan implementation programs
- Administrative support and training
- Cost containment strategies
- Monthly or Quarterly experience reports identifying plan usage trends
- Personalized employee communication
- Employee benefit meetings & education sessions at your request
Group Retirement Solutions
- Comprehensive review and analysis of your existing plan features and plan design
- Terminated employee and retiree financial planning
- Plan Administration support and training
- Tax exemption expertise
- Financial Advisor assistance for employees
- Annual information return filing program available
- Employee education sessions for staff administered face to face in your community
All members of our team are readily accessible via telephone and email to answer your questions and support your program and employees.
As a result of our long-standing track-record and experience in the industry, you will also enjoy our prompt turnaround times and attention to detail. We’ll also ensure your employees have access to a dedicated Claims Specialist and Financial Advisor to answer questions and address their independent needs at hand.
Our service is provided at no direct cost.
We are remunerated directly by the insurance company. This means that you have the assurance of receiving the best possible solutions at the best possible cost. We pay particular attention to the most cost-effective products and services to ensure your company maintains a competitive and comprehensive package of benefits within the industry. All our products are fully integrated with existing government programs to make certain there are no duplications in benefits or costs while ensuring such programs are responsible for paying their share.