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Retirement Plans



aving a retirement plan for your staff is a tremendously powerful tool. Not all organizations have the ability to offer such a plan for their employees. In fact, only approximately 40% of Canadians even have a pension plan as a source of income when they reach retirement.

Our pension plans will help your employees save for their retirement in a powerful and meaningful way. We specialize in tax exemption where inherent rights currently and historically exist for Status employees.

In Canada, we have a life in retirement of up to 30 years. Living on Canada Pension Plan (CPP) and Old Age Security (OAS) alone is considered to be living near or below the poverty line – and clearly – not enough. The need for additional retirement income has never been greater and here lies the need for an at work retirement plan. We can help.

Our pension plan services include abundant investment options for employees as well as the individual services and assistance of Financial Advisors to help employees allocate their portfolios according to their own personal investment risk tolerance to help them maximize opportunities in up markets and place safeguards and insulation for funds during tough market conditions.

Our team will provide Employee Education sessions for staff at your request in person, face to face and in accordance with CAP guidelines. Sessions can be formatted according to your needs and the needs of your staff; whether that be individually or in a group environment.

Pension plans require annual filings with OSFI and/or FICOM. These filings take time and diligence to complete in good order and on time. We provide a specialized program to guide you through your AIR filing to save you time and inconvenience.

Our team can work with your organization and your Plan Administrator to ensure day to day activity and contribution remittances for your plan go smoothly and seamlessly at all times

Our Retirement Solutions include the following:

  • Registered Pension Plans (RPP)
  • Group and Individual Registered Retirement Saving Plans (RRSP)
  • Defined Profit Sharing Plans (DPSP)
  • Tax Free Savings Accounts (TFSA)
  • Non-Registered Savings
  • Registered Retirement Income Funds (RRIF)
  • Life Income Funds (LIF)
  • Life Annuities