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

(289) 724-0013

Financial Education Services

Financial Education Services

Financial education for Plan Members of Defined Benefit (including IPP, SERPs, RCA) and Capital Accumulation Plans.

  • Customizable seminars for members of Defined Benefit Pension Plan and CAPs; seminars designed to satisfy corporate retirement  governance requirements
  • Seminars targeted  to members investment sophistication and period to retirement
  • Seminars targeted to specifically address certain short comings in financial education of members
  • Seminars to address specific needs for members converting from DBPP to CAPs
  • Ad-hoc seminars to address other areas, i.e. financial planning, estate planning, etc