We have been assisting businesses and employees by teaching Financial Literacy skills since 1998. We help them learn how to manage money wisely, save for retirement and understand their employee benefits and pension plans.
Our employee benefits consulting services include:
- Ongoing financial literacy workshops for employees;
- One on one financial and retirement counseling;
- In depth and competitive analysis of your group plan;
- Quarterly review and updates on plan experience and usage;
- Providing employee communication and updates;
- Plan design and governance to adhere to legal and tax legislation;
- Yearly reporting and presentations to stakeholders, board members and senior management;
- Group savings and pension planning design and portfolio manager selection;
- Executive benefit strategies
What make us different?
We listen and we wait for our turn to speak.
We are committed to establishing a relationship based on keeping promises, respecting boundaries, communicating and understanding what you want to accomplish in life.
We design and implement financial plans that integrate cash flow and debt management, insurance and investment planning, as well as retirement and estate planning.
Moreover, we will create a financial plan that coordinates the work of financial, banking, insurance, investment, accounting and legal professionals.
Check the About Us page for more details.
Getting Started:
Contact Jose Cid at 604 229 2332 or fill the contact form below.