Monthly Archives: November 2018

Five Star Rating Investing in Trust Post

Investing in Trust

When you trust the team managing your assets, the mutual relationship is priceless.  The financial team is able to bring new and exciting options to the table that they feel would be beneficial and you are more likely to be open to investment opportunities that you may not have considered otherwise. What Builds Your Trust? […]

Posted in Wealth Management
Employee Benefits

The Benefits of Benefits

Research shows that Canadians lose $3 billion a year by not using their benefits. This has a major impact on employee morale, but can also affects the bottom line for many businesses when employees end up with lower productivity: all because they are essentially running on empty. Ensuring employees know how they can be supported […]

Posted in Employee Benefits
Defining Your Own Future-Chairs overlooking lake

Defining Your Own Future

Pension plans are an important part of retirement planning for employees. There are two types of plans: defined benefit and defined contribution. Defined benefit plans are being used increasingly less because they are built on a set payment formula which can be hard for a company to administer given lower interest rates and longer retirements. […]

Posted in Group Retirement