My Service Commitment to You
Informed advice on the design of your plan, minimizing cost
while maximizing benefits for you and your employees.
An annual review of your plan, with accompanying recommendations
if appropriate to ensure the plan continues to meet needs
in the most cost effective way.
Assistance in resolving any continuing or reoccurring
administration or service problems encountered with the
Assistance in enrolling employees and providing needed
information and explanations at that point so they have
a good understanding of their plan. Thereby saving you
time and avoiding time-consuming questions or problems
Periodic meetings with employees to maintain awareness
and appreciation of their group plan, and keep them up
to date. In the case of a Group RRSP, these meetings are
critical to help plan members make sounds investment choices.
Regular service calls to ensure that the plan is operating
Workplace Solutions a unique service which combines
on-going information seminars in the workplace and individual
financial counseling. Its voluntary for employees. There
are no fees.
Help in building your business by referring clients and
others I meet who may have a need of your products or services.