We have been helping Canadians make informed pension choices since 1986
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.
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.
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