Our CORE Values

We take ordinary Group Retirement plans and make them engaging and exceptional.

Not only do we enhance Group Retirement Plans with education but we also review, design and implement Group Retirement Plans (like Group RRSPs, Pensions and Deferred Profit Sharing Plans (DPSP)) as part of our services.  .  Leading edge employers recognized the value of providing enhanced learning and education beyond just products.  Event today, most Group Retirement Plans provide the minimum level of education which is focused on plan and product education.

We work closely with Clearpoint Advisory Group, one of Alberta’s leading Benefit Brokers to implement and broker Group Retirement Plans. Our goal is to simply provide exceptional value. Our value proposition is unique and we are excited to show you how we can deliver it.

Our goal is to simply provide exceptional value.. Here’s our value proposition:

Make it Simple, Easy and Effective

We live in an incredibly complicated world and the Group Retirement Benefits industry is no different.  Our job is to un-complicate it.  Less is more, simple is better and you do not have to sacrifice results.  We know you are busy so we make every effort to take the work off your plate.

Passion leads to Innovation

We have combined over 50 years of experience in the financial industry.  Our success comes from problem solving and thinking outside the box.  We are true innovators in providing benefits.  Thinking outside the box is the key to designing and implementing the perfect plan and moving good plans to exceptional plans

Stay True to Independence

Our focus is helping our clients become more successful.  To accomplish this we stay committed to providing competitive products, services and strategies by always shopping the market.  The big advantage of partnering with Clearpoint Advisory Group is their size gives them a lot of buying power with all of the major carriers.  This buying power translates into better prices for our clients.

Experts from Specialization

To be committed to excellence means you cannot be all things to all people.  We believe that our focus and specialization is best for our clients.  We stay focused on what we are great at.

Work hard to earn business and keep it

We know our clients have alternate choices so to remain successful, we recognize the importance of not just working hard to earn your business but also working hard to keep your business.  We’ll put our service standards in writing and promise to deliver.

Protection through compliance

With your Group Retirement plan, we help protect your interests by making sure your plans are compliant under the Capital Accumulation Plan (CAP) Guidelines.  Nobody likes compliance so we do all the work to keep you protected.

Your success is our success.

Whatever your needs are, our GOAL is to help you succeed by implementing superior, unique and effective plans and programs to help you retain, attract and reward employees.

Contact us to see how we can take your group plan and make it exceptional