604.921.4042 info@eaglefinancial.ca

Group Retirement Plans for

Indigenous Communities & Organizations

You can help your employees save for retirement in a powerful and meaningful way

Having 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, no all Canadians even have a retirement plan as a source of income when they reach retirement.

Eagle Bay Financial Services offers group retirement plans and services that 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 who earn tax exempt income.

Today, we live longer than previous generations so budgeting for retirement is extremely important. Living on the Canada Pension Plan (CPP) and Old Age Security (OAS) alone for some, is not enough. The need for additional retirement income has never been greater and here lies the need for a workplace retirement plan.

We can help!

Our services include an abundance of investment options for employees, individual services, as well as assistance from Financial Advisors. Our advisors help employees allocate their portfolios according to their own personal investment risk tolerance in order to help them maximize opportunities in up markets and safeguard and insulate funds in tougher market conditions.

Upon request, our advisors can provide Employee Education sessions for all of your staff. Sessions will be tailored to meet your needs and the needs of your employees. That means they can be in person, face-to-face, individual or in a group setting, all in accordance with CAP guidelines.

Our team can work with your organization to ensure day to day activity and contribution remittances for your plan go smoothly and seamlessly.

First Nations art

You can help your employees save for retirement in a powerful and meaningful way

Having 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, not all Canadians even have a retirement plan as a source of income when they reach retirement.

Eagle Bay Financial Services offers group retirement plans and services that 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 who earned tax exempt income.

Today, we live longer than previous generations so budgeting for retirement is extremely important. 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 services include an abundance of investment options for employees, individual services, as well as assistance from Financial Advisors. Our advisors help employees allocate their portfolios according to their own personal investment risk tolerance in order to help them maximize opportunities in up markets and safeguard and insulate funds in tougher markets.

Upon request, our advisors can provide Employee Education sessions for all of your staff. Sessions will be tailored to meet your needs and the needs of your employees. That means they can be in person, face-to-face, individual or in a group setting, all in accordance with CAP guidelines.

Our team can work with your organization to ensure day to day activity and contribution remittances for your plan go smoothly and seamlessly.

First Nations art

We have various plans for your changing needs including;

  • Registered Pension Plans (RPP)
  • Defined Benefit Pension Plan (DBPP)
  • Group and Individual Registered Retirement Saving Plans (RRSP)
  • Defined Profit Sharing Plans (DPSP)
  • Tax-Free Savings Accounts (TFSA)
  • Non-Registered Savings Plans (NRSP)
  • Investment Only Plan (IO)
  • Registered Retirement Income Funds (RRIF)
  • Life Income Funds (LIF)
  • Life Annuities
Eagle-Bay-Financial-Group-Retirement-Plans-First-Nations

We have various plans for your changing needs including;

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

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