Group Savings Program
What better way to attract, retain and reward your team.
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!
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.
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.