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Retirement Planning
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Employers want to leverage their buying power to offer their employees enhanced retirement planning benefits with lower investment management fees and expenses.

Focusing on compliance and governance, we work with you to manage your employee retirement savings plans. We advise you on plan structure, recommend investment funds and assist in employee communications.

Our governance model encourages plan sponsors to meet voluntary Capital Accumulation Plan (CAP) guidelines. These guidelines were released in May 2004 by the Joint Forum, an association composed of the Canadian Council of Insurance Regulators, the Canadian Securities Administrators and the Canadian Association of Pension Supervisory Authorities, with representation from the Canadian Insurance Services Regulatory Organizations.

Services offered include:

  • Due diligence on mergers and acquisitions
  • Financial reporting and investment monitoring
  • Plan design
  • Communication and employee education
  • Compliance