What we do
Strategic retirement planning from
design to ongoing support.
We help employers build and manage savings plans that attract talent and support employees at every stage.
Strategic Plan Design & Evaluation
Retirement and savings plan design tailored to your workforce, budget, and long-term goals.
Benchmarking & Market Comparisons
We compare your plan against market standards to ensure it remains competitive and cost-effective.
Customized Employee Education
Plain-language sessions and materials that help employees make confident savings decisions.
Ongoing Plan Reviews & Support
Regular reviews of your plan performance, fees, and investment options throughout the year.
Best-in-Class Investment Portfolios
Access to institutional-quality investment funds — options employees couldn't find on their own.
Flexible Plan Options
DCPP, RRSP, DPSP, TFSA — we work with any product available in Canada to customize the right solution.
How it works
From plan design to lasting employee engagement.
Understand goals and current plan structure
We start by reviewing what you currently offer, what your workforce needs, and what your organization wants to achieve.
Review providers and plan features
We evaluate plan providers, investment options, and fee structures to identify the best fit for your team.
Design a plan aligned with
your workforce
We build a plan structure — contribution matching, investment choices, account types — that reflects your goals and budget.
Support rollout, employee education, and engagement
We manage the launch, communicate clearly with employees, and make sure participation starts strong.
Review and refine over time
We monitor performance, review investments and fees, and keep your plan optimized as your organization grows.
Our support includes
What makes us different.
We help build and manage plans that fit your organization and workforce as they evolve — not a one-size-fits-all solution.
Expert
guidance
Education is not a one-time session. We explain options, contributions, and investments in plain language so employees can make informed decisions.
Elevate your employee education
Unlocking institutional-quality investment funds for every employee — options beyond what individuals could access on their own.
Access to best-in-class investments
We monitor your plan year-round — funds, fees, and performance — so you always have the confidence and support to make informed decisions.
We're proactive, not reactive
We simplify the decision-making process so employees don't have to be investment experts. Direct access to knowledgeable support.
Dedicated support for plan members
Flexibility to work with any Canadian product — DCPP, RRSP, DPSP, TFSA — to customize a solution that attracts and retains top talent.
Solutions for any size organization
Our Services
Group Retirement & Savings plans that work for your team
A group savings plan gives employees investment opportunities they couldn't access on their own. We take care of the details so your team can feel confident about their financial future.
Who this is for
⟶ Employers offering or evaluating retirement plans
⟶ Organizations focused on participation and education
⟶ Leadership teams seeking clear, defensible decisions
Common questions
Group Retirement & Savings FAQ
Everything you need to know about group savings plans for Canadian employers.