Group Retirement & Pension for Ontario & BC Employers
We help employers design and manage group RRSP, DPSP and pension plans with transparent fees, clear governance and practical employee education. Our goal is to make sure your plan supports your people and your business, and that every dollar of cost is visible.
We’re a good fit if:
• You have 10–500 employees in Ontario or British Columbia
• You want a clear view of plan fees, fund costs and advisor compensation
• You want an advisor who can work within constraints (existing providers, investment policies, CBAs) while still looking for fair fees and better employee outcomes over time
What Sets Us Apart in Group Retirement
Flexibility
We work with all common group retirement structures—group RRSP, DPSP, DC pension and combination designs. That lets us match the plan type, contribution formula and fund lineup to your workforce and budget, instead of forcing you into a one-size-fits-all platform.
Transparency
We break down all plan costs in plain language, including advisor compensation. You’ll see where each dollar goes and how different fee levels affect your employees’ long-term outcomes.
Education & Engagement
A group retirement plan only works if employees understand it and actually use it. We support you with:
• Employee education sessions at launch and on an ongoing basis
• Simple, jargon-free explainer materials tailored to your plan
• Targeted campaigns around key moments (enrolment, rate changes, life events)
This helps you meet CAP education expectations and gives your employees a clearer sense of their retirement path.
Book a Strategy Call Today
Share a few details about your organization, its goals, and your current plan. From there we’ll review your recent CAP documents and let you know if we see meaningful opportunities to lower fees, improve plan performance or increase engagement. The meeting is free and you’ll be under no obligation to move forward.
