5160 Explorer Dr, Suite 11, Mississauga ON L4W 4T7

(289) 724-0013

Consulting Services

Consulting Services

Retirement Consulting

Full range of Retirement Consulting services including investment management services for Defined Benefit Pension Plans (DBPP), Individual Pension Plans (IPP), Supplementary Executive Retirement Plans (SERPs), Retirement Compensation Arrangements (RCA), Capital Accumulation Plans (CAPs) (Defined Contribution Pension Plans (DCPP), Group RRSP, Deferred Profit Sharing Plans (DPSP).

Financial Education

For Plan Members of a CAP, Defined Benefit Plan, IPP, SERP / RCA

Pension Administration

Full range of pension administrative services for DBPP, SERPs / RCA

Pension Plan Governance

Design, implement and manage a comprehensive retirement plan governance process for our clients

Additional Services

We provide a full range of actuarial, retirement, investment and benefits consulting services.  For a more comprehensive list of services

In addition, we provide the services listed below.  The list below is by no means an exhaustive list so if there are services that you are looking for that are not listed below, please contact us to confirm.

  • Retirement Consulting
  • Actuarial Valuations
  • Determination of accounting entries for corporate financial statements
  • Unfunded Retirement arrangement (SERP)
  • Funding of non-registered retirement arrangement (RCA)
  • Union Negotiations
  • Plan design and scenario costings
  • Asset / Liability Modeling
  • Conversion of defined benefit pension plan to CAP and vice-versa
  • Investment review
  • Preparation & Review of Statement of Investment Policies & Procedures (SIP&P)
  • Marketing of a Capital Accumulation Plan (CAP); Administration, Custodial & Investment Management services