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 Planning||Retirement||Employee Wellbeing||Owners/Executives|
|Financial Education||Group Retirement Savings Plans||Health and Dental Plans||Buy-Sell Strategies|
|Prime Approach||Profit Sharing Plans||Health Spending Accounts||Key-Man Strategies|
|PlanSmart||Pension Plans||Financial Education and Planning||Executive Compensation|
|Financial Planning||Business Succession|