Group Savings Program

What better way to attract, retain and reward your team.

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Your business success depends on dedicated, long term employees.  When they leave, your business is disrupted and the cost to replace them can be substantial.  Over 40% of employees would consider changing jobs if some form of group savings was offered elsewhere. - Let's help you be the difference!

Plan Types

Ongoing Professional Investment Advice

Easy to Administer

Your employees can select the plan they'd like to setup:  

RRSP, RESP, TFSA, Non-registered Savings Account

Work with employees to determine their risk tolerance, time horizon and tailor a strategy to help them meet their financial goals

 

Will be kept apprised of changes to government plans and the investment products within the group plan

Online access to account details.

      Zero

  • Setup fee

  • Trustee fee

  • Termination fee

Financial Wellness Workshops

We provide educational financial workshops online or onsite for your employees, thru our "Lunch & Learn" sessions.  Topics such as:  debt managment, investment basics, understanding insurance and more.

Let’s Work Together...

877 Alness St, Unit 12, North York, ON M3J 2X4

(416) 419-4695