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?
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- 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
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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
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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?
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- 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... ​
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- 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​
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RESP - Registered Education Savings Plan
A great investment tool in saving for a child’s post-secondary education
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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
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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.
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TFSA - Tax Free Savings Account
A useful savings tool for individuals (18 and older) to set money aside tax-free throughout their lifetime
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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.
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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
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Critical Illness
Can help reduce financial stress at a critical time in your life, and can supplement disability and life insurance protection needs
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Disability
Can help protect one of your most valuable assets – your income
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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.
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Health and Dental
Individual health and dental plans designed to help cover out-of-pocket medical and dental expenses
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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.
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For more details on plans please send us an e-mail or call us at 905-492-7888.
