Prepare now, profit later.

Prepare now, profit later.

Offering a pension plan means thinking about your employees’ future. We’re here to help structure and communicate this comforting benefit by optimizing what you already have in place or starting from scratch. 

Add a people-forward focus to the equation

It’s the foundation of a high-value plan

We work with you to assess ways of improving the financial well-being of your staff, both during retirement and while they’re still employed. Our goal is to enhance the value of your plan while minimizing costs and risks.

Well stocked for retirement

1

Design

To make fair choices

We work with you to structure the main features of your plan, keeping your goals, budget and applicable regulations in mind. We ensure your plan is beneficial and sustainable. 

This includes:

  • Evaluating different types of plans
  • Choosing investment options
  • Guideline compliance
  • Tax optimization
2

Administration

To look out for your interests

We act with expertise and kindness to ensure that your plan continues to perform well and that you’re adequately prepared to meet your responsibilities as a promoter.

This includes:

  • Governance
  • Periodic review of investments
  • Requests for proposals
  • Review of fees
3

Support

Here to support you

A group retirement plan should be simple and reassuring for everyone in an organization. To help support you in administration, communication or training, we’re here, for real. 

Thinking about your people means considering their…

Their workplace well-being

Adopting an OHS-focused approach means investing in prevention, ensuring everyone’s safety and improving your organization’s performance at the same time.

Optimize your OHS

Promoting equity

Planning your total compensation strategy around kindness motivates your employees and reflects your values in a concrete way.

Structure total compensation

Practical protection

A plan that covers risks and contributes to the physical and mental health of the entire family is a valuable asset.

Rethink group insurance

We invest in solutions that promote health and well-being