A Group Benefits program should be as unique as your business. The program should work effectively as an extension of your human resources department, designed with your objectives in mind.
We will discuss and analyze key factors that may affect your benefit planning.
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.
Implementing a retirement, estate, and any other form of financial plan may consist of investing in mutual funds, insurance products (such as segregated funds) and other financial instruments. Prospective investors should always obtain a copy of the offering documents in respect of each investment product (such as prospectus, information statement or folder, insurance contract, etc.), and read it carefully, including discussion of any risk factors, fees, expenses, terms, conditions and restrictions. Consult your personal tax and legal advisor before investing.