Personalized Approach

Group Planning Solutions – “Experience a Higher Level of Service”

Your company and your employees deserve the value of a personal, lasting relationship…For this reason, your company’s Group Health & Dental Benefits, Group Insurance, Group RRSP, and Group TFSA Programs shouldn’t just be managed behind the scenes. Our practice helps to add value through a series of seminars, lunch and learns, personal one-on-one financial counselling, and by implementing our Financial Wellness Plan™ as an add-on benefit to existing group benefits. An integral part of our Group Planning Solutions is the willingness and ability to tailor seminars and benefit plans to meet specific requests made by your company and your employees. All of these services are delivered on a consistent basis as defined in a Service Level Agreement (SLA) which is our dedication to your organization.

How are we different? Unlike other conventional group providers, Financial Wellness Planning™ focuses on holistic Financial Planning. Our team is supported by a number of specialists in the areas of insurance and financial planning services who will help us assist your employees in complex planning situations.

Our practice dedicates time and energy every day towards providing a personalized approach to help companies and individuals prosper now and over time. You will “Experience a Higher Level of Service” through our commitment to personalized relationships face-to-face, a solid investment strategy, the breadth and depth of our products, and the knowledge base of our management, which makes a relationship with us so rewarding.