Pension Experts
Active Pension Management Across Multiple Provinces
Our expertise in active pension management spans across several provinces, including Alberta, British Columbia, New Brunswick, Newfoundland, and Prince Edward Island.
We're dedicated to delivering top-notch pension management services to clients in these regions, ensuring your financial security and peace of mind.
WHO WE ARE
Helping Canadians Make Informed Pension Choices Since 1986
For over three decades, we've been dedicated to assisting Canadians in making informed pension decisions. Our longstanding commitment to this mission sets us apart.
Our Strategic Partnership
Our partnership with one of Canada's largest Managing General Agencies is a key advantage. This partnership enables us to be contracted with the majority of Life Insurance companies in Canada. As a result, we offer an extensive selection of Segregated Fund solutions.
Client Benefits
When you choose us, you gain access to a comprehensive network of resources and options. We can efficiently collaborate with companies that originally administered many of our clients' accounts through past employment. This streamlined approach ensures a seamless transition and maximizes the benefits of your former employer pension, LIRA, LRSP & LIF choices.
SERVICES
Pension Management
Transition
We specialize in assisting clients with the transition of their pension options to individually managed solutions. Many individuals have pension accounts from former employers that are often left dormant and underutilized.
Our dedicated team works closely with clients
to evaluate their unique financial situations, understand their retirement goals, and identify
the most suitable registered investment vehicles.
Activating Individual
LIRA, LRSP, LIF and RRSP Accounts
Our firm frequently encounters scenarios in which individuals possess inactive pension or retirement accounts from previous employers that remain dormant. Through our specialized Pension Management Transition Service, we have the capability to facilitate the seamless transfer of these accounts into appropriate registered vehicles, ensuring optimal management and compliance.
We've experienced significant success in aiding clients with the exploration of options for "unlocking" locked-in accounts. For additional information, kindly refer to our case studies section.
Investment Services
Leveraging Canada's most extensive Managing General Agency, we grant our clients access to a vast array of Segregated Fund Solutions across the country. This advantage empowers our clients with a competitive edge in managing their retirement savings.
We offer customized insurance options to business owners and families across four provinces in Canada.
Group Retirement Saving
Our partnerships extend to multiple group retirement solutions providers in Canada. These partnerships enable us to competitively shop for and structure your company's group retirement plan.
Our Trusted Partners
