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Employee Retirement Plans

 

Employee Retirement Plans

We can design your employee retirement plan to incorporate the following:

  • Analysis of available investment vehicles and associated yields
  • Investment tracking and reinvestment alternatives
  • Individual financial and investment consulting
  • Establishment and management of individual registered and non-registered retirement savings plans
  • Self-directed RRSPs, group RRSPs, & RESPs

Group Retirement Options

When your employees retire or are approaching retirement, they will need help through this period of change. Professionals are available to educate your employees about all available retirement income vehicles. We offer the expertise and services to ease the transition to retirement for your retirees:

  • Retirement consulting
  • Retirement income projections
  • Establishment of retirement income vehicles—RRSPs, RRIFs, LIRAs, LIFs, annuities

Individual Group Investment Products

Whether you are making investment contributions to save for future expenses or retirement, the Group Investment Program allows you to take control of your personal portfolio and achieve your financial goals with peace of mind.

  • Lower investment management fees
  • No front- or back-end sales charges
  • No deferred sales charges (DSCs)
  • No minimum investment
  • Pre-authorized cheque (PAC)
  • Spousal RRSPs
  • Self-directed RRSPs
  • No annual administration fees
  • Consolidated statements

This information is intended to general educative reference only. This group material is not a specific piece of advice for any one situation as every solution is different.

 

 

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Disclaimer

Products or services related to investments, investment recommendations, financial planning, retirement planning, and investment reviews are provided through our mutual fund dealer Security Financial Services and Investment Corp.

Insurance sales are not conducted through Security Financial nor are they the business of Security Financial. Insurance sales are conducted through Allen Wong and Associates, a Managing General Agency

Head Office:
Security Financial Services & Investment Corp.
4665 Yonge Street, Suite 309
Toronto, ON M2N 0B4
Tel: 416-964-0440
Fax 416-964-0991

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