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Pension Experts

We have been helping Canadians make informed pension choices since 1986

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WHO WE ARE

Empowering Informed Pension Decisions Since 1986

For nearly four decades, we've been a trusted partner in empowering Canadians to make well-informed pension decisions.

Strategic Partnership

Our alliance with one of Canada's largest Managing General Agencies is a significant advantage. This partnership affords us contracts with the majority of Life Insurance companies in Canada, enabling us to provide an extensive array of Segregated Fund solutions.

Client-Centric Benefits

This partnership translates into tangible benefits for you. We possess the capability to collaborate effectively with companies that originally managed many of our clients' accounts during their previous employment. This seamless transition ensures that your pension choices are optimized and aligned with your financial goals.

We are Growing

and helping thousands of people across Canada- regardless of status or geography - to access crucial pension services in line with their values and needs

50K

Annual Visitors

5K+

Yearly Inquiries

250+

Active Clients

5

Provinces

1

Mission

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