WHAT WE DO

HELPING YOU PUT THE PIECES TOGETHER

Group Benefits
Retirement
Travel
Investments
Insurance
 

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

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

DID YOU KNOW?​

 

47 % of Canadians age 55-64 have never saved at all for retirement

 

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.

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.

*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.

 

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.