Investment & Retirement

Our expertise in Defined Benefits Plans, Defined Contribution Plans, Deferred Profit Sharing Plans, and Group RRSPs goes hand-in-hand with our expertise in governance and compliance, investment analysis, and employee communications and support.

Take the long view

The health of your retirement plan impacts the financial health of your company and the future financial health of your employees. We design and manage retirement and investment programs to serve your unique needs today and tomorrow.

Stay in balance

Sustainability in a retirement plan requires a fine balance between trends in your employee population and your plan’s investments. We deliver deeper financial analysis to assess performance and identify and address potential challenges.

Get investment expertise

Our consultants are CFA Charterholders who apply advanced tools to assess investments and money managers. The result is unbiased guidance to retirement committees on investment menu design and investment manager search and selection.

Meet complex requirements

We give perspective on what new regulations mean, ensure plans stay compliant, carefully monitor and audit administration, and resolve issues transparently and swiftly, right down to the level of individual employee deposits and transfers.

 

Help employees take control

We take the time to help employees engage with their finances, take a longer-term view, and make better decisions. This means clear communications and active involvement in education.

Capabilities At A Glance

  • Defined Contribution plan design
  • Defined Benefit investment consulting
  • RRSPs & DPSPs
  • Executive retirement needs
  • Financial reporting & monitoring
  • Investment research & management, including menu design and manager search, selection, and management
  • Retirement committee support
  • Mergers & acquisitions
  • International operations
  • Employee communications & support
  • Day-to-day service

 

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