Employee-Centered Planning

Invest in your employees through group benefits
and retirement planning.

We prioritize employee-centered group and retirement planning to empower businesses in supporting their workforce’s long-term financial security. Our team specializes in designing and implementing comprehensive retirement plans tailored to the unique needs of employees. With a focus on group benefits, group retirement plans, and health and wellness spending, we strive to maximize participation and engagement, helping employees build a solid foundation for a rewarding retirement journey.

Group Benefits Planning

Put your team's well being first by investing in a plan that covers life, disability, and critical illness. Our advisors can also help you explore options for extended health, prescription drug, dental, and vision coverage to built a complete solution that maximizes cost and benefits.

Group Retirement Planning

We specialize in assisting employers in designing and implementing effective retirement plans for their employees. From RRSP plans to pension schemes, our team works closely with employers to create tailored retirement solutions that attract and retain top talent while ensuring optimized expenditure.


Enable employees to pay for medical, dental and vision care expenses not otherwise covered by the benefit plan, while achieving a non-taxable basis for the employee.

Employee Wellness

Build a plan fit for your needs that offers coverage for gym memberships, fitness equipment and other eligible expenses which are covered on taxable basis to the employee.

International Benefits

Explore options to offer group coverage for international team members and temporary workers outside of Alberta.


Our advisors specialize in helping you navigate the complex landscape of benefits, and understand the most cost effective way to cover health and wellness costs.

Set your team up for success.

Reach out to us to schedule a discovery meeting with our team!

Did you know we assist with corporate insurance?

Get expert advise on key person insurance, business debt protection and more.