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Group Retirement Consulting

 

Group Retirement Service Providers will make sure of the following:

We offer careful analysis of pension and retirement vehicles as our Group Retirement consulting team applies their knowledgeable experience of the financial services industry, including the following areas:

Strategic Planning for Retirement

We discuss and analyze key factors that may affect your corporate retirement program.

Communicating with Your Employees

At least once each year, we coordinate, develop, and deliver seminars for your employees.

Monitoring Your Program

We monitor your program so it continues to work optimally for you with respect to:

  • The plan's pricing according to your needs
  • Investment fund selection and ongoing performance
  • Technological advancements that ease your administrative duties
  • Communication with you and your members

Reviewing Your Program We will tender your Group Retirement program to several providers to ensure that your arrangement is the best in the industry. A complete analysis of competitive quotes will be presented by potential providers.

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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