Business Owners

Value Added Services

One-on-one retirement counselling sessions are available to all employees. Each participant receives a customized retirement cash flow analysis.

  • Pre-retirement information explaining all the options available at retirement.
  • Advice and assistance at retirement with pension plan transfers and account consolidation.
  • Ongoing advice to all members/spouses upon quitting, termination, death or retirement.
  • Debt counselling.
  • Divorce Financial Analysis.
  • Extended services for spouses of deceased employees.