WHAT WE DO
HELPING YOU PUT THE PIECES TOGETHER
RETIREMENT
Our approach is to simplify your benefits and pension journey by ensuring you’re not putting yourself at risk.
Why provide your employees with a group retirement plan?
Your company becomes competitive
Helps you retain valuable employees
Tax-deductible
Allows you to invest in your own retirement
Also known as a "Employer-Sponsored Plan", group retirement plans presents your employees with an automatic savings vehicle
DID YOU KNOW?
47 % of Canadians age 55-64 have never saved at all for retirement
Services We Provide
GRRSP - Group Registered Retirement Savings Plan
DCPP - Defined Contribution Pension Plan
DBPP - Defined Benefit Pension Plan
DPSP - Deferred Profit Sharing Plan
NRSP - Non-Registered Savings Program
GROUP BENEFITS
If you need benefit solutions for your business, we can provide access to customized group benefits plans, including life insurance and disability insurance, as well as health, dental and vision care.
Why provide your employees with a group Benefits plan?
Your company becomes competitive
Helps you retain valuable employees
Tax Advantages
Offer employees group purchasing power
Ensure wellness for your workers
We Provide You With Exceptional...
Plan Design
Plan funding
Plan administration
Employee communication
Employee wellness
Claims reporting
INVESTMENTS*
Our approach is to simplify your investments* by ensuring you’re not putting yourself at risk.
Services We Provide
RESP - Registered Education Savings Plan
A great investment tool in saving for a child’s post-secondary education
RRSP - Registered Retirement Savings Plan
A retirement savings vehicle that you can contribute to as a way of reducing income tax, while saving for retirement
Annuity
A contract with an insurance company that promises to pay the buyer a steady stream of income in the future, such as after retirement.
*Disclaimer - Attached to Peak Investment Services Inc.
*Disclaimer - Mutual Funds are provided through PEAK Investment Services Inc. All other products and services are provided through Lennox Financial Group Inc., and are not the business or responsibility of PEAK Investment Services Inc.
TFSA - Tax Free Savings Account
A useful savings tool for individuals (18 and older) to set money aside tax-free throughout their lifetime
LIF - Life Income Fund
A type of retirement income fund that can be used to hold locked-in pension funds for payout as retirement income.
RRIF - Registered Retirement Income Fund
A type of retirement income fund that can be used to hold retirement funds for payout as retirement income.
INSURANCE
If you need benefit solutions for you and your family, we can provide access to life insurance, disability insurance, as well as health and dental.
Services We Provide
Critical Illness
Can help reduce financial stress at a critical time in your life, and can supplement disability and life insurance protection needs
Disability
Can help protect one of your most valuable assets – your income
Life
Helps to create security for you and your family. When you die, it can be used to pay final expenses and debts, and provide income for your family.
Health and Dental
Individual health and dental plans designed to help cover out-of-pocket medical and dental expenses
Click below for Manulife Health & Dental quotes and online application.
TRAVEL
Our approach is to simplify your benefits and pension journey by ensuring you’re not putting yourself at risk.
We have many options available by different Insurance Companies when it comes to travel insurance for Canadians of all ages.
For more details on plans please send us an e-mail or call us at 905-492-7888.