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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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Mutual Fund Disclaimer Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing. Mutual Funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated. Investors should inform themselves regarding securities, taxation or applicable regulations/legislation, which may affect them personally. Investment products or strategies may not be suitable for all investors.

Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design and Quadrus Group of Funds are trademarks of Quadrus Investment Services Ltd. used with permission.

 

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