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Financial Education & Planning Services for Employers & Employees

 More and more Canadian companies are recognizing the responsibility of providing employees with the knowledge-base and tools they need to plan for retirement and financial freedom.

Employee benefit plans have long been the mark of a caring company with an obligation to its workforce. However, the missing link between the best-intentioned benefit plans and helping employees make the most of their financial resources is education and direct one-on-one assistance. Employers have identified the need for financial education and counseling but lack the expertise and resources to provide this benefit.

Prime Approach Retirement Planning and Plansmart Financial Planning give your employees information and planning strategies to help them build a secure financial future. By illustrating basic economic concepts, explaining the factors that will affect their personal finances and presenting planning ideas, participants are able to make informed choices and develop meaningful personal strategies.

Qualified financial planners provide the opportunity for one-on-one counseling and act as an ongoing resource to answer questions and offer advice.

Financial Education and PlanningRetirementEmployee WellbeingOwners/Executives
Financial EducationGroup Retirement Savings PlansHealth and Dental PlansBuy-Sell Strategies
Prime ApproachProfit Sharing PlansHealth Spending AccountsKey-Man Strategies
PlanSmartPension PlansFinancial Education and PlanningExecutive Compensation
Financial Planning  Business Succession
/Estate Planning
Severance Planning