Pre-Retirement

Group Retirement Plans

You may be a member of a:

  • Group RRSP
  • Defined Contribution Pension Plan
  • Deferred Profit Sharing Plan

These plans are formally known as Capital Accumulation Plans (CAP). They are best defined as any form of employee group savings plans where you, the employee is required to make your own investment choices. That may be a daunting task for the majority of Canadian’s.

We’re Here to Help

We will work with you as a member of a CAP plan to measure your risk profile and make appropriate decisions on your investment choices. In many cases your employer will pay the $75 fee for our services as they are a requirement of the CAP guidelines that your employer is required to follow.

Give us a call or contact us to arrange for a no-cost initial meeting.