FINANCIAL WORKSHOPS

Our initiative is to encourage better saving and financial habits for employees. We present on important personal finance topics.

Benefits of a Financial Workshop

· Both employees and employers appreciate the    voluntary nature of the financial education.
· Enhances employer/employee relationships
· Helps with employee retention and loyalty
· Absolutely NO costs to the Employer or Employee. 
Lunch is on us for all attendees


GROUP RETIREMENT & PENSION PLANNING

We specialize in GRRSP, Defined Contribution and Defined Benefit pension plans for your company, large or small. It's not the size of your organization that matters. We care about the people in your company having the best retirement possible. We won't simply send out forms to employees – we will meet personally with each employee and help with investment choices and answer any questions they have about their plan. Allow us to review and analyze your current plan to see if we can cut costs and increase performance and service.

Licensed through DONRO Financial Ltd.

KEY PERSON INSURANCE

The object of key person insurance is to cover the life of a 'key person' for a monetary value so that in case of untimely death, the loss to the firm is recouped with monetary assistance (insured amount) by the insurance company. This 'key person' could be a business partner, senior management or top salesperson or any employee, having a special skill set or substantial responsibilities, who contributes significantly to the profits of your company.

In our experience, this is an area where many organizations have a gap in their plan or are overspending on their insurance.

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Business & Corporate

GROUP BENEFITS CONSULTING

​Finance and HR personnel rely on us to assist in the implementation and continuous review of their benefits plan. We will complete due diligence and market research, including fee and cost structure to ensure your plan is the best and most cost effective in the marketplace.
​We review coverages for: Life, AD&D, Short- and Long-Term Disability, Dental, Vision and Extended Health Insurance

​Unaware, companies often overspend on benefit 
​plans. This is where we provide an unbiased, expert opinion which could save your organization money.